Zacks Investment Management In — 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, Zacks Investment Management In is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $199,750 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $199,750
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $199,750
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| United Airlines, Inc. | IL | 1 | $167,998 |
| United Anesthesia Services, P.C. | PA | 1 | $13,462 |
| San Diego Gas & Electric Company | CA | 1 | $10,793 |
| Beall'S Inc. | FL | 1 | $7,497 |
State footprint
Plans reporting Zacks Investment Management In are sponsored in CA (1), FL (1), IL (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $167,998 | not reported in the loaded dataset |
| United Anesthesia Services, P.C. | United Anesthesia Services, P.C. 401(K) Plan | 2023 | $13,462 | not reported in the loaded dataset |
| San Diego Gas & Electric Company | San Diego Gas & Electric Company Savings Plan | 2023 | $10,793 | not reported in the loaded dataset |
| Beall'S Inc. | Beall'S Employees' Savings Trust | 2023 | $7,497 | not reported in the loaded dataset |
Related Form 5500 pages
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- United Anesthesia Services, P.C. 401(K) Plan (plan 002)
- United Anesthesia Services, P.C. — all reported plans
- San Diego Gas & Electric Company Savings Plan (plan 001)
- San Diego Gas & Electric Company — all reported plans
- Beall'S Employees' Savings Trust (plan 001)
- Beall'S Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources