Berkshire Money Management Inc — 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, Berkshire Money Management Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $320,499 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $320,499
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $320,499
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Bhs Management Services Inc. | MA | 1 | $304,358 |
| Southwest Airlines Company | TX | 1 | $10,204 |
| Humana Inc. | KY | 1 | $5,937 |
State footprint
Plans reporting Berkshire Money Management Inc are sponsored in KY (1), MA (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bhs Management Services Inc. | Bhs Partnership 403b Pension Plan | 2023 | $304,358 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $10,204 | not reported in the loaded dataset |
| Humana Inc. | Humana Retirement Savings Plan | 2023 | $5,937 | not reported in the loaded dataset |
Related Form 5500 pages
- Bhs Partnership 403b Pension Plan (plan 003)
- Bhs Management Services Inc. — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Humana Retirement Savings Plan (plan 002)
- Humana Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources