Westfield Capital Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Westfield Capital Management is reported as a service provider on 18 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 18 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,873,925 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $4,873,925
- Reported indirect compensation
- $0
- Total reported compensation
- $4,873,925
- Filings
- 18
- Plan sponsors
- 16
- Plans
- 18
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Marriott International, Inc. | MD | 1 | $1,390,644 |
| Bd Of Trustees Sheet Metal Workers' National Pension Fund | VA | 1 | $767,180 |
| Ameren Corporation | MO | 2 | $529,009 |
| Joint Board Of Trustees Electrical Workers Local 103 Ibew | MA | 1 | $470,700 |
| Board Of Trustees Of The Hrsa-Ila Pension Plan | VA | 1 | $359,434 |
| International Paper Company | TN | 2 | $341,723 |
| Operating Engineers Local No. 825 Pension Fund | NJ | 1 | $281,387 |
| Lockheed Martin Corporation | MD | 1 | $217,862 |
| Ufcw Union & Participating Food Industry Tri-State Pension Fund | PA | 1 | $159,426 |
| Mufg Bank, Ltd. | NY | 1 | $88,009 |
State footprint
Plans reporting Westfield Capital Management are sponsored in VA (3), NJ (3), MD (3), RI (2), TN (2), MO (2), NY (1), MA (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Marriott International, Inc. | Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts | 2023 | $1,390,644 | not reported in the loaded dataset |
| Bd Of Trustees Sheet Metal Workers' National Pension Fund | Sheet Metal Workers' National Pension Fund | 2023 | $767,180 | not reported in the loaded dataset |
| Joint Board Of Trustees Electrical Workers Local 103 Ibew | Electrical Workers Pension Plan Local 103 I.B.E.W. | 2023 | $470,700 | not reported in the loaded dataset |
| Ameren Corporation | Ameren Retirement Plan | 2023 | $380,155 | $0 |
| Board Of Trustees Of The Hrsa-Ila Pension Plan | Hrsa-Ila Pension Plan | 2023 | $359,434 | $0 |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | 2023 | $281,387 | $0 |
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $217,862 | not reported in the loaded dataset |
| International Paper Company | International Paper Co Ret Acct - Mid Cap Pool | 2023 | $216,841 | $0 |
| Ufcw Union & Participating Food Industry Tri-State Pension Fund | Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund | 2023 | $159,426 | $0 |
| Ameren Corporation | Ameren Health And Welfare Trust | 2023 | $148,854 | $0 |
| International Paper Company | The International Paper Co Retirement Plan Pension Account | 2023 | $124,882 | $0 |
| Mufg Bank, Ltd. | Mufg Bank, Ltd. Retirement Plan | 2023 | $88,009 | not reported in the loaded dataset |
| Trustees Of Teamsters Local No. 469 Pension Fund | Teamsters Local 469 Pension Plan | 2023 | $78,093 | $0 |
| Board Of Trustees Teamsters Local 945 Pension Fund | Teamsters Employers Local 945 Pension Fund | 2023 | $73,593 | $0 |
| Board Of Trustees Of The Smart Local Unions And Councils Pension Fund | Smart Local Unions And Councils Pension Fund | 2023 | $49,719 | not reported in the loaded dataset |
| Board Of Trustees The Ufcw Unions And Participating Employers Pension | Ufcw Unions And Participating Employers Pension Plan | 2023 | $33,719 | $0 |
| Care New England | The Memorial Hospital Defined Benefit Pension Plan And Trust | 2023 | $16,954 | not reported in the loaded dataset |
| Care New England | Care New England Pension Plan | 2023 | $16,473 | not reported in the loaded dataset |
Related Form 5500 pages
- Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts (plan 003)
- Marriott International, Inc. — all reported plans
- Sheet Metal Workers' National Pension Fund (plan 001)
- Bd Of Trustees Sheet Metal Workers' National Pension Fund — all reported plans
- Electrical Workers Pension Plan Local 103 I.B.E.W. (plan 001)
- Joint Board Of Trustees Electrical Workers Local 103 Ibew — all reported plans
- Ameren Retirement Plan (plan 005)
- Ameren Corporation — all reported plans
- Hrsa-Ila Pension Plan (plan 001)
- Board Of Trustees Of The Hrsa-Ila Pension Plan — all reported plans
- Operating Engineers Local No. 825 Pension Fund (plan 001)
- Operating Engineers Local No. 825 Pension Fund — all reported plans
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- International Paper Co Ret Acct - Mid Cap Pool (plan 226)
- International Paper Company — all reported plans
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (plan 001)
- Ufcw Union & Participating Food Industry Tri-State Pension Fund — all reported plans
- Ameren Health And Welfare Trust (plan 012)
- The International Paper Co Retirement Plan Pension Account (plan 213)
- Mufg Bank, Ltd. Retirement Plan (plan 016)
- Mufg Bank, Ltd. — all reported plans
- Teamsters Local 469 Pension Plan (plan 001)
- Trustees Of Teamsters Local No. 469 Pension Fund — all reported plans
- Teamsters Employers Local 945 Pension Fund (plan 001)
- Board Of Trustees Teamsters Local 945 Pension Fund — all reported plans
- Smart Local Unions And Councils Pension Fund (plan 333)
- Board Of Trustees Of The Smart Local Unions And Councils Pension Fund — all reported plans
- Ufcw Unions And Participating Employers Pension Plan (plan 002)
- Board Of Trustees The Ufcw Unions And Participating Employers Pension — all reported plans
- The Memorial Hospital Defined Benefit Pension Plan And Trust (plan 001)
- Care New England — all reported plans
- Care New England Pension Plan (plan 001)
- Care New England — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources