Bolton Partners — 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, Bolton Partners is reported as a service provider on 19 loaded Form 5500 filing(s) across 19 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $778,872 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$778,872
Reported indirect compensation
$0
Total reported compensation
$778,872
Filings
19
Plan sponsors
19
Plans
19
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 Bolton Partners
SponsorStatePlansReported compensation
Iron Workers Dist. Council Phila. & Vic. Welfare Plan Board Of TrusteeNJ1$182,596
Ironworkers Local 11 Welfare Fund Board Of TrusteesNJ1$78,000
Plumbers And Steamfitters Local 486 Medical Fund Board Of TrusteesMD1$70,600
Board Of Trustees, Operating Engineers Pension Trust Fund Of WashingtoMD1$53,475
Ibew Local No. 236 Pension PlanNY1$47,203
Board Of Trustees Of Waterfront Warehouses Local No. 1429 PensionMD1$39,223
Central New York Laborers' Health & Welfare Fund Board Of TrusteesNY1$37,152
Board Of Trustees Steamfitters Welfare Fund Local 475NJ1$32,000
The Associated Jewish Community Federation Of BaltimoreMD1$31,664
Trustees Of Ldc Pension Fund For Baltimore And VicinityMD1$29,562

State footprint

Plans reporting Bolton Partners are sponsored in MD (12), NJ (4), NY (3).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Iron Workers Dist. Council Phila. & Vic. Welfare Plan Board Of TrusteeIron Workers Dist. Council Philadelphia & Vicinity Health Benefits Plan2023$182,596not reported in the loaded dataset
Ironworkers Local 11 Welfare Fund Board Of TrusteesIronworkers Local 11 Welfare Fund2023$78,000not reported in the loaded dataset
Plumbers And Steamfitters Local 486 Medical Fund Board Of TrusteesPlumbers And Steamfitters Local #486 Medical Fund2023$70,600$0
Board Of Trustees, Operating Engineers Pension Trust Fund Of WashingtoOperating Engineers Pension Trust Fund Of Washington D.C. And Vicinity2023$53,475not reported in the loaded dataset
Ibew Local No. 236 Pension PlanIbew Local No. 236 Pension Plan2023$47,203not reported in the loaded dataset
Board Of Trustees Of Waterfront Warehouses Local No. 1429 PensionWaterfront Warehouses Local No. 1429 Pension Fund2023$39,223not reported in the loaded dataset
Central New York Laborers' Health & Welfare Fund Board Of TrusteesCentral New York Laborers' Health & Welfare Fund2023$37,152not reported in the loaded dataset
Board Of Trustees Steamfitters Welfare Fund Local 475Steamfitters Welfare Fund Local Union No 4752023$32,000not reported in the loaded dataset
The Associated Jewish Community Federation Of BaltimoreThe Associated Jewish Community Federation Of Baltimore 401(K) Thrift Plan2023$31,664not reported in the loaded dataset
Trustees Of Ldc Pension Fund For Baltimore And VicinityLaborers' District Council Pension Fund For Baltim2023$29,562not reported in the loaded dataset
Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And VicinOperating Engineers Trust Fund Of Washington D.C. And Vicinity2023$25,200not reported in the loaded dataset
Roofers Local Union No. 22 Pension Board Of TrusteesRoofers Local Union No. 22 Pension Fund2023$25,000not reported in the loaded dataset
Board Of Trustees Truck Drivers No. 355 Health & Welfare PlanTruck Drivers & Helpers Local Union No. 355 Health & Welfare Plan2023$21,750not reported in the loaded dataset
Sheet Metal Workers Local 22 Welfare Fund Board Of TrusteesSheet Metal Workers Local 22 - Welfare Fund2023$20,625not reported in the loaded dataset
Teamsters Local 922 - Employers Health TrustTeamsters Local 922 - Employer Health Trust2023$18,750not reported in the loaded dataset
Metropolitan Dc Paving Industry Employee Health & Welfare FundMetropolitan Dc Paving Industry Employee Health & Welfare Fund2023$18,000not reported in the loaded dataset
Construction Workers' Trust Fund Board Of DirectorsConstruction Workers' Trust Fund2023$16,822not reported in the loaded dataset
Board Of Trustees, Washington D.C. Cement Masons' Welfare FundWashington, D.C. Cement Masons' Welfare Fund2023$16,250not reported in the loaded dataset
Pandora Jewelry LLCPandora Jewelry LLC 401(K) Plan2023$15,000not reported in the loaded dataset

Related Form 5500 pages