Barksdale Investment 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, Barksdale Investment Management is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $135,429 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $135,429
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $135,429
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Board Of Trustees Of The Local 807 Labor-Management Health Fund | NY | 1 | $47,996 |
| Board Of Trustees Local 475 Pension Plan | NY | 1 | $28,687 |
| Trucking Employees Of North Jersey Welfare Fund | NJ | 1 | $26,330 |
| Board Of Trustees Local 807 Labor- Management Pension Fund | NY | 1 | $21,745 |
| Board Of Trustees Metro Ila Pension Fund | NJ | 1 | $10,671 |
State footprint
Plans reporting Barksdale Investment Management are sponsored in NY (3), NJ (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of The Local 807 Labor-Management Health Fund | Local 807 Labor-Management Health Fund | 2023 | $47,996 | not reported in the loaded dataset |
| Board Of Trustees Local 475 Pension Plan | Local 475 Pension Plan | 2023 | $28,687 | not reported in the loaded dataset |
| Trucking Employees Of North Jersey Welfare Fund | Trucking Employees Of North Jersey Welfare Fund | 2023 | $26,330 | not reported in the loaded dataset |
| Board Of Trustees Local 807 Labor- Management Pension Fund | Local 807 Labor Management Pension Fund | 2023 | $21,745 | not reported in the loaded dataset |
| Board Of Trustees Metro Ila Pension Fund | Metro Ila Pension Fund | 2023 | $10,671 | not reported in the loaded dataset |
Related Form 5500 pages
- Local 807 Labor-Management Health Fund (plan 501)
- Board Of Trustees Of The Local 807 Labor-Management Health Fund — all reported plans
- Local 475 Pension Plan (plan 002)
- Board Of Trustees Local 475 Pension Plan — all reported plans
- Trucking Employees Of North Jersey Welfare Fund (plan 501)
- Trucking Employees Of North Jersey Welfare Fund — all reported plans
- Local 807 Labor Management Pension Fund (plan 002)
- Board Of Trustees Local 807 Labor- Management Pension Fund — all reported plans
- Metro Ila Pension Fund (plan 001)
- Board Of Trustees Metro Ila Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources