White Oak Global Advisors LLC — 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, White Oak Global Advisors LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,694,715 and reported indirect compensation totals $37,500.
Reported compensation summary
- Reported direct compensation
- $2,694,715
- Reported indirect compensation
- $37,500
- Total reported compensation
- $2,732,215
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | WA | 1 | $1,907,127 |
| Board Of Trustees Of Carpenters Pension Fund Of Illinois | IL | 1 | $422,098 |
| Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k | NJ | 1 | $172,075 |
| Board Of Trustees Teamster Affiliates Pension Plan | DC | 1 | $129,060 |
| Local No. 731, I.B. Of T., Pension Fund | IL | 1 | $59,197 |
| Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund | IL | 1 | $42,658 |
State footprint
Plans reporting White Oak Global Advisors LLC are sponsored in IL (3), DC (1), NJ (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | Western Conference Of Teamsters Pension Plan | 2023 | $1,907,127 | not reported in the loaded dataset |
| Board Of Trustees Of Carpenters Pension Fund Of Illinois | Carpenters Pension Fund Of Illinois | 2023 | $384,598 | $37,500 |
| Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k | Elevator Constructors Union Local 1 Annuity And 401k Fund | 2023 | $172,075 | not reported in the loaded dataset |
| Board Of Trustees Teamster Affiliates Pension Plan | Teamster Affiliates Pension Plan | 2023 | $129,060 | not reported in the loaded dataset |
| Local No. 731, I.B. Of T., Pension Fund | Local No. 731, I.B. Of T., Pension Fund | 2023 | $59,197 | not reported in the loaded dataset |
| Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund | Neca-Ibew Local 364 Defined Contribution Plan | 2023 | $42,658 | not reported in the loaded dataset |
Related Form 5500 pages
- Western Conference Of Teamsters Pension Plan (plan 001)
- Western Conference Of Teamsters Pension Trust Fund Board Of Trustees — all reported plans
- Carpenters Pension Fund Of Illinois (plan 001)
- Board Of Trustees Of Carpenters Pension Fund Of Illinois — all reported plans
- Elevator Constructors Union Local 1 Annuity And 401k Fund (plan 001)
- Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k — all reported plans
- Teamster Affiliates Pension Plan (plan 333)
- Board Of Trustees Teamster Affiliates Pension Plan — all reported plans
- Local No. 731, I.B. Of T., Pension Fund (plan 001)
- Local No. 731, I.B. Of T., Pension Fund — all reported plans
- Neca-Ibew Local 364 Defined Contribution Plan (plan 002)
- Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources