Bolton Partners, 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, Bolton Partners, Inc is reported as a service provider on 32 loaded Form 5500 filing(s) across 32 plan sponsor(s) and 32 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,912,970 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$1,912,970
Reported indirect compensation
$0
Total reported compensation
$1,912,970
Filings
32
Plan sponsors
32
Plans
32
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, Inc
SponsorStatePlansReported compensation
Greater Baltimore Medical CenterMD1$194,747
Consolidated Asset Management Services, LLCTX1$131,179
Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension FundMD1$103,775
Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, MdMD1$102,924
Joint Board Of Trustees Of The Drivers And Helpers Local No. 355MD1$99,863
Board Of Trustees, Washington Dc Cement Masons' Pension Trust FundMD1$98,367
Curative Care Network, Inc.WI1$95,493
Warehouse Employees Local No. 570MD1$76,284
Brd Of Trustees Oe 37 Pension FundMD1$75,634
Pennsylvania State Education AssocPA1$74,632

State footprint

Plans reporting Bolton Partners, Inc are sponsored in MD (20), NJ (3), PA (2), NY (2), DC (1), WI (1), DE (1), OH (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Greater Baltimore Medical CenterPension Plan For Members Of The Bargaining Unit Of Greater Baltimore Medical Center2023$194,747not reported in the loaded dataset
Consolidated Asset Management Services, LLCConsolidated Asset Management Services Pension Plan2023$131,179not reported in the loaded dataset
Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension FundCumberland Md Teamsters Const. Ind. & Misc. Pension Fund2023$103,775not reported in the loaded dataset
Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, MdIronworkers-Laborers Pension Plan Of Cumberland Md2023$102,924not reported in the loaded dataset
Joint Board Of Trustees Of The Drivers And Helpers Local No. 355Truck Drivers & Helpers Local Union No. 355 Retirement Plan2023$99,863not reported in the loaded dataset
Board Of Trustees, Washington Dc Cement Masons' Pension Trust FundWashington Dc Cement Masons' Pension Fund2023$98,367not reported in the loaded dataset
Curative Care Network, Inc.Defined Benefit Pension Plan Of Curative Care Network, Inc.2023$95,493not reported in the loaded dataset
Warehouse Employees Local No. 570Warehouse Employees Local No. 570 Pension Fund2023$76,284not reported in the loaded dataset
Brd Of Trustees Oe 37 Pension FundOperating Engineers Local No 37 Pension Fund2023$75,634not reported in the loaded dataset
Pennsylvania State Education AssocPennsylvania State Education Association Pension Plan2023$74,632not reported in the loaded dataset
Trustees Of Carpenters Local No 491 PlanCarpenters Local No 491 Pension Plan2023$67,317not reported in the loaded dataset
Local 274 Health And Welfare FundLocal 274 Health And Welfare Fund2023$62,245not reported in the loaded dataset
Cumberland, Md & Vicinity Building & Construction Employees Trust FunCumberland, Md & Vicinity Building & Construction Employees Trust Fund2023$60,306not reported in the loaded dataset
Bd Tees Asbestos Wrks L 24 Pen FdAsbestos Workers L 24 Pen Fd Def Benefit Plan2023$57,078not reported in the loaded dataset
Operating Engineers Local No 37 Health & Welfare FundOperating Engineers Local No 37 Health And Welfare Fund2023$56,005not reported in the loaded dataset
Board Of Trustees, Stone & Marble Masons Pension FundStone And Marble Masons Of Metropolitan Washington D.C. Pension Fund2023$50,105not reported in the loaded dataset
The Board Of Trustees Of The Ironworkers 568 Retirement PlanIronworkers 568 Retirement Plan2023$45,184not reported in the loaded dataset
Ibew Local No. 236 Health And Benefit FuIbew Local No. 236 Health & Benefit Fund2023$42,400not reported in the loaded dataset
Stone And Marble Masons Of Metro Washing FdStone And Marble Masons Of Metropolitan Washington Dc Health And Welfare Fund2023$41,772not reported in the loaded dataset
Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475Pension Plan Of Steamfitters Pension Fund 4752023$41,000not reported in the loaded dataset
Board Of TrusteesBrotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund2023$38,400not reported in the loaded dataset
Int'L Alliance Of Theatrical Stage Employees - Local 22 Pension FundInt'L Alliance Of Theatrical Stage Employees - Local 22 Pension Fund2023$37,258not reported in the loaded dataset
Board Of Trustees Of Plumbers & Pipefitters Lu 74 Welfare FundPlumbers & Pipefitters Lu No 74 Welfare Fund2023$37,092not reported in the loaded dataset
Association Of Universities For Research In Astronomy, Inc.Space Telescope Science Institute Health And Welfare Benefit Plan2023$30,090not reported in the loaded dataset
Daiichi Sankyo, Inc.Daiichi Sankyo, Inc. Savings And Retirement Plan2023$30,000not reported in the loaded dataset
Int'L Alliance Of Theatrical Stage Employees - Moving Picture MachineInt'L Alliance Of Theatrical Stage Employees Local 22 Welfare2023$29,048$0
Ibew Local 712 Profit Sharing PlanIbew Local 712 Profit Sharing Plan2023$28,750not reported in the loaded dataset
Bd Tees Asbestos Wrks L24 Medical FundAsbestos Workers Local 24 Medical Fund2023$24,000not reported in the loaded dataset
Bd Tees H&W Trust Fd For Iuoe L 99&99aH & W Trust Fd For Iuoe Local 99 & 99a2023$23,000not reported in the loaded dataset
Trustees Of Middletown Works Hourly & Salaried Union Retirees Health CMiddletown Works Hourly & Salaried Union Retirees2023$22,272not reported in the loaded dataset
Board Of Trustees Of Laborers District Council Health & Welfare TrustLaborers District Council Health & Welfare Trust Fund No. 22023$19,500not reported in the loaded dataset
Warehouse Employees Local No. 570 Trust FundWarehouse Employees Local No. 570 Trust Plan2023$17,250not reported in the loaded dataset

Related Form 5500 pages