Atalanta Sosnoff Capital 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, Atalanta Sosnoff Capital LLC is reported as a service provider on 28 loaded Form 5500 filing(s) across 28 plan sponsor(s) and 28 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,164,677 and reported indirect compensation totals $1,622.
Reported compensation summary
- Reported direct compensation
- $5,164,677
- Reported indirect compensation
- $1,622
- Total reported compensation
- $5,166,299
- Filings
- 28
- Plan sponsors
- 28
- Plans
- 28
- 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 |
|---|---|---|---|
| Excavators Union Pension Fund Loca | NY | 1 | $912,171 |
| Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund | NJ | 1 | $667,063 |
| Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | NJ | 1 | $580,477 |
| Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | NY | 1 | $479,687 |
| Board Of Trustees Of Local 272 Labor Management Pension Fund | NY | 1 | $416,844 |
| Excavators Union 731 Welfare | NY | 1 | $380,442 |
| Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd | NY | 1 | $327,566 |
| Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund | NJ | 1 | $199,352 |
| Board Of Trustees Local 580 Pension Fund | NY | 1 | $165,181 |
| Board Of Trustees Local 381 Pension | NY | 1 | $129,990 |
State footprint
Plans reporting Atalanta Sosnoff Capital LLC are sponsored in NY (13), NJ (10), CT (2), CA (1), FL (1), NV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Excavators Union Pension Fund Loca | Excavators Union Local 731 Pension Fund | 2023 | $912,171 | $0 |
| Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund | Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund | 2023 | $667,063 | not reported in the loaded dataset |
| Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan | 2023 | $580,477 | not reported in the loaded dataset |
| Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | Iron Workers Locals 40, 361 & 417 Annuity Fund | 2023 | $479,687 | not reported in the loaded dataset |
| Board Of Trustees Of Local 272 Labor Management Pension Fund | Local 272 Labor Management Pension Fund | 2023 | $416,844 | not reported in the loaded dataset |
| Excavators Union 731 Welfare | Excavators Union Local 731 Welfare Fund | 2023 | $380,442 | $0 |
| Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd | Cement And Concrete Workers Dc Pension Fund | 2023 | $327,566 | $0 |
| Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund | New Jersey Building Laborers Statewide Pension Fund | 2023 | $199,352 | $0 |
| Board Of Trustees Local 580 Pension Fund | Local 580 Pension Fund | 2023 | $165,181 | $0 |
| Board Of Trustees Local 381 Pension | Local 381 Pension Fund | 2023 | $129,990 | not reported in the loaded dataset |
| Trustees Plumbers & Fitters Local Union 295 Pension Fund | Plumbers & Fitters Local Union 295 Pension Plan | 2023 | $125,372 | not reported in the loaded dataset |
| Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey | Heavy & General Laborers' Local 472 & Local 172 Of Nj- Welfare Fund | 2023 | $118,162 | $1,622 |
| Bd Of Trustees Nj Building Laborers Statewide Annuity Fund | New Jersey Building Laborers Statewide Annuity Fund | 2023 | $116,537 | $0 |
| Board Of Trustees Steamfitters Industry Pension Fund | Steamfitters Industry Pension Fund | 2023 | $116,322 | not reported in the loaded dataset |
| Atalanta Variable Fund, L.P. | Atalanta Variable Fund, L.P. 001 C | 2023 | $114,568 | not reported in the loaded dataset |
| Plumbers Local Union No. 1 Welfare Fund | Plumbers Local Union No 1 - Welfare Fund | 2023 | $48,664 | not reported in the loaded dataset |
| Local 22 Health Fund | Local 22 Health Fund | 2023 | $41,330 | $0 |
| Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | Iron Workers Locals 40, 361 & 417 Pension Fund | 2023 | $32,323 | $0 |
| Board Of Trustees Local 734 Pension Fund | Local 734 Pension Fund | 2023 | $31,915 | not reported in the loaded dataset |
| Trustees,Graphic Arts 62b Pension Fund | Graphic Arts Local 62b Industry Pension Plan | 2023 | $28,655 | $0 |
| Board Of Trustees Of I.B. Of T. Welfare Fund - 945 | Local 945 Ib Of T Welfare Fund | 2023 | $26,697 | not reported in the loaded dataset |
| Laborers Local 872 Board Of Trustees Health & Welfare Trust | Construction Industry And Laborers Health And Welfare Trust | 2023 | $23,994 | not reported in the loaded dataset |
| The Trustee Of The Carpenters Industrial Council Of Eastern | Carpenters Industrial Council Of Eastern Pennsylvania Pension Plan | 2023 | $23,218 | not reported in the loaded dataset |
| Board Of Trustees Teamsters Local 945 Pension Fund | Teamsters Employers Local 945 Pension Fund | 2023 | $17,720 | not reported in the loaded dataset |
| Brd Of Trustees-Teamsters Local 671 Health Services | Teamsters Local Union No. 671 Health Services And Insurance Plan | 2023 | $16,517 | not reported in the loaded dataset |
| Trustees Of Ibew Local No. 7 Pension Plan | Ibew Local 7 Pension Fund | 2023 | $9,645 | not reported in the loaded dataset |
| Board Of Trustees, B.A.C. Local No 3 Health And | B.A.C. Local No 3 Health And Welfare Plan | 2023 | $7,394 | not reported in the loaded dataset |
| Construction & General Laborers' Local 190 Welfare Fund | Construction & General Laborers' Local 190 Welfare Fund | 2023 | $6,871 | not reported in the loaded dataset |
Related Form 5500 pages
- Excavators Union Local 731 Pension Fund (plan 002)
- Excavators Union Pension Fund Loca — all reported plans
- Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund (plan 001)
- Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund — all reported plans
- Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan (plan 001)
- Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund — all reported plans
- Iron Workers Locals 40, 361 & 417 Annuity Fund (plan 001)
- Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund — all reported plans
- Local 272 Labor Management Pension Fund (plan 001)
- Board Of Trustees Of Local 272 Labor Management Pension Fund — all reported plans
- Excavators Union Local 731 Welfare Fund (plan 501)
- Excavators Union 731 Welfare — all reported plans
- Cement And Concrete Workers Dc Pension Fund (plan 001)
- Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd — all reported plans
- New Jersey Building Laborers Statewide Pension Fund (plan 001)
- Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund — all reported plans
- Local 580 Pension Fund (plan 001)
- Board Of Trustees Local 580 Pension Fund — all reported plans
- Local 381 Pension Fund (plan 001)
- Board Of Trustees Local 381 Pension — all reported plans
- Plumbers & Fitters Local Union 295 Pension Plan (plan 001)
- Trustees Plumbers & Fitters Local Union 295 Pension Fund — all reported plans
- Heavy & General Laborers' Local 472 & Local 172 Of Nj- Welfare Fund (plan 501)
- Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey — all reported plans
- New Jersey Building Laborers Statewide Annuity Fund (plan 001)
- Bd Of Trustees Nj Building Laborers Statewide Annuity Fund — all reported plans
- Steamfitters Industry Pension Fund (plan 001)
- Board Of Trustees Steamfitters Industry Pension Fund — all reported plans
- Atalanta Variable Fund, L.P. 001 C (plan 001)
- Atalanta Variable Fund, L.P. — all reported plans
- Plumbers Local Union No 1 - Welfare Fund (plan 503)
- Plumbers Local Union No. 1 Welfare Fund — all reported plans
- Local 22 Health Fund (plan 501)
- Local 22 Health Fund — all reported plans
- Iron Workers Locals 40, 361 & 417 Pension Fund (plan 001)
- Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund — all reported plans
- Local 734 Pension Fund (plan 002)
- Board Of Trustees Local 734 Pension Fund — all reported plans
- Graphic Arts Local 62b Industry Pension Plan (plan 001)
- Trustees,Graphic Arts 62b Pension Fund — all reported plans
- Local 945 Ib Of T Welfare Fund (plan 501)
- Board Of Trustees Of I.B. Of T. Welfare Fund - 945 — all reported plans
- Construction Industry And Laborers Health And Welfare Trust (plan 502)
- Laborers Local 872 Board Of Trustees Health & Welfare Trust — all reported plans
- Carpenters Industrial Council Of Eastern Pennsylvania Pension Plan (plan 001)
- The Trustee Of The Carpenters Industrial Council Of Eastern — all reported plans
- Teamsters Employers Local 945 Pension Fund (plan 001)
- Board Of Trustees Teamsters Local 945 Pension Fund — all reported plans
- Teamsters Local Union No. 671 Health Services And Insurance Plan (plan 501)
- Brd Of Trustees-Teamsters Local 671 Health Services — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources