Birch Run Investments, 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, Birch Run Investments, LLC 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 $177,547 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $177,547
- Reported indirect compensation
- $0
- Total reported compensation
- $177,547
- 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 |
|---|---|---|---|
| Independence Blue Cross, LLC | PA | 1 | $68,817 |
| International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund | PA | 1 | $66,233 |
| Asbestos Workers Philadelphia Pension Fund | PA | 1 | $42,497 |
State footprint
Plans reporting Birch Run Investments, LLC are sponsored in PA (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Independence Blue Cross, LLC | Pension Plan Of Independence Blue Cross | 2023 | $68,817 | not reported in the loaded dataset |
| International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund | International Union Of Painters And Allied Trades District Council No. 21 Annuity Fund | 2023 | $66,233 | $0 |
| Asbestos Workers Philadelphia Pension Fund | Asbestos Workers Philadelphia Pension Fund | 2023 | $42,497 | $0 |
Related Form 5500 pages
- Pension Plan Of Independence Blue Cross (plan 001)
- Independence Blue Cross, LLC — all reported plans
- International Union Of Painters And Allied Trades District Council No. 21 Annuity Fund (plan 003)
- International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund — all reported plans
- Asbestos Workers Philadelphia Pension Fund (plan 001)
- Asbestos Workers Philadelphia Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources