Boston Private Wealth 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, Boston Private Wealth LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $56,537 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $56,537
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $56,537
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Fil-Tec, Inc. | MD | 1 | $19,895 |
| Insource Services, Inc. | MA | 1 | $14,778 |
| Horace Mann Educational Associates, Inc. Dba Hmea | MA | 1 | $11,864 |
| Kraft Power Corporation | MA | 1 | $10,000 |
State footprint
Plans reporting Boston Private Wealth LLC are sponsored in MA (3), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Fil-Tec, Inc. | Fil-Tec, Inc. Profit Sharing Plan | 2023 | $19,895 | not reported in the loaded dataset |
| Insource Services, Inc. | Insource Services 401(K) Profit Sharing Plan | 2023 | $14,778 | not reported in the loaded dataset |
| Horace Mann Educational Associates, Inc. Dba Hmea | Hmea Retirement Plan | 2023 | $11,864 | not reported in the loaded dataset |
| Kraft Power Corporation | Kraft Power Corporation 401(K) Profit Sharing Plan | 2023 | $10,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Fil-Tec, Inc. Profit Sharing Plan (plan 002)
- Fil-Tec, Inc. — all reported plans
- Insource Services 401(K) Profit Sharing Plan (plan 001)
- Insource Services, Inc. — all reported plans
- Hmea Retirement Plan (plan 001)
- Horace Mann Educational Associates, Inc. Dba Hmea — all reported plans
- Kraft Power Corporation 401(K) Profit Sharing Plan (plan 001)
- Kraft Power Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources