Benefit Financial Services Group — 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, Benefit Financial Services Group is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $511,232 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$511,232
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$511,232
Filings
11
Plan sponsors
11
Plans
11
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 Benefit Financial Services Group
SponsorStatePlansReported compensation
Gemw Healthcare Investment LpCA1$120,443
Smart & Final LLCCA1$89,539
Azusa Pacific UniversityCA1$75,000
Resources Connection LLC D/B/A Resources Global ProfessionalsCA1$59,500
Mercury General CorporationCA1$50,000
Occidental CollegeCA1$35,000
Tri-West, Ltd.CA1$20,000
Martin Associates Group, Inc.CA1$18,000
Mount Saint Mary'S UniversityCA1$17,500
The Master'S University And SeminaryCA1$15,000

State footprint

Plans reporting Benefit Financial Services Group are sponsored in CA (11).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Gemw Healthcare Investment LpAhmc Healthcare Inc. 401(K) Retirement Savings Plan2023$120,443not reported in the loaded dataset
Smart & Final LLCSmart & Final 401(K) Savings Plan2023$89,539not reported in the loaded dataset
Azusa Pacific UniversityAzusa Pacific University Defined Contribution Plan2023$75,000not reported in the loaded dataset
Resources Connection LLC D/B/A Resources Global ProfessionalsResources Global Professionals 401(K) Savings Plan2023$59,500not reported in the loaded dataset
Mercury General CorporationMercury General Corporation Profit Sharing Plan2023$50,000not reported in the loaded dataset
Occidental CollegeOccidental College 403(B) Retirement Plan2023$35,000not reported in the loaded dataset
Tri-West, Ltd.Tri-West, Ltd. 401k/Profit Sharing Plan2023$20,000not reported in the loaded dataset
Martin Associates Group, Inc.Martin Associates Group, Inc. 401k Profit Sharing Plan2023$18,000not reported in the loaded dataset
Mount Saint Mary'S UniversityMount Saint Mary'S University 403(B) Retirement Pl2023$17,500not reported in the loaded dataset
The Master'S University And SeminaryThe Master'S University And Seminary Dc Retirement Plan2023$15,000not reported in the loaded dataset
Chapman UniversityChapman University Defined Contribution Retirement Plan2023$11,250not reported in the loaded dataset

Related Form 5500 pages