Ziegler Capital Management 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, Ziegler Capital Management LLC is reported as a service provider on 19 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,056,764 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$2,056,764
Reported indirect compensation
$0
Total reported compensation
$2,056,764
Filings
19
Plan sponsors
17
Plans
19
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

Plan sponsors reporting the most compensation to Ziegler Capital Management LLC
SponsorStatePlansReported compensation
Board Of Trustees Local 580 Annuity FundNY2$662,596
Pipe & Refrigeration Fitters Local 537MA1$305,819
Trustees Of National Stabilization Agreement Of The Sheet Metal IndustVA2$268,188
Bd Of Trustees Heavy & General Laborers' Of Nj Annuity FundNJ1$141,744
Employers & Operating Engineers Local 520 Pension Fund Board Of TrusteIL1$136,878
Connecticut Laborers Annuity Fund Board Of TrusteesCT1$107,399
Mo-Kan Iron Workers Welfare FundMO1$85,804
Board Of Trustees Local 580 Insurance FundNY1$79,677
Michael Best And Friedrich, LlpWI1$55,146
Capital Blue CrossPA1$48,920

State footprint

Plans reporting Ziegler Capital Management LLC are sponsored in NY (7), MO (2), VA (2), IL (2), PA (1), CT (1), WI (1), MA (1), MI (1), NJ (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Local 580 Annuity FundLocal 580 Annuity Fund2023$331,298not reported in the loaded dataset
Board Of Trustees Local 580 Annuity FundLocal 580 Annuity Fund2023$331,298not reported in the loaded dataset
Pipe & Refrigeration Fitters Local 537Pipefitters Union Local No. 537 Pension Fund2023$305,819not reported in the loaded dataset
Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry TNational Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan2023$159,196not reported in the loaded dataset
Bd Of Trustees Heavy & General Laborers' Of Nj Annuity FundHeavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan2023$141,744not reported in the loaded dataset
Employers & Operating Engineers Local 520 Pension Fund Board Of TrusteEmployers & Operating Engineers Local 520 Pension Fund2023$136,878$0
Trustees Of National Stabilization Agreement Of The Sheet Metal IndustNational Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations2023$108,992not reported in the loaded dataset
Connecticut Laborers Annuity Fund Board Of TrusteesConnecticut Laborers' Annuity Plan2023$107,399not reported in the loaded dataset
Mo-Kan Iron Workers Welfare FundMo-Kan Iron Workers Welfare Fund2023$85,804not reported in the loaded dataset
Board Of Trustees Local 580 Insurance FundLocal 580 Insurance Fund2023$79,677not reported in the loaded dataset
Michael Best And Friedrich, LlpMichael Best 401k Plan2023$55,146not reported in the loaded dataset
Capital Blue CrossCapital Blue Cross Retirement Plan2023$48,920not reported in the loaded dataset
Ironworkers National Pension Plan Board Of TrusteesIronworkers National Pension Plan2023$47,674not reported in the loaded dataset
Board Of Trustees Teamsters Local 210 Affiliated Pension Trust FundTeamsters Local 210 Affiliated Pension Trust Fund2023$35,401not reported in the loaded dataset
Joint Board Of Trustees Mo-Kan Iron Workers Pension PlanMo-Kan Iron Workers Pension Fund2023$31,060not reported in the loaded dataset
Construction & General Laborers' Local 190 Pension FundConstruction & General Laborers' Local 190 Pension Fund2023$25,214not reported in the loaded dataset
Teamsters Local 819 Pension Fund C/O SavastaTeamsters Local 819 Pension Fund2023$16,736not reported in the loaded dataset
Teamsters Local 210 Affiliated Health & Insurance FundTeamsters Local 210 Affiliated Health & Insurance Fund2023$8,508not reported in the loaded dataset
Sign, Pictorial And Display Union Local 591 Supplemental PensionSign, Pictorial And Display Union Local 591 Supplemental Pension Fund2023$0$0

Related Form 5500 pages