Plan5500

Boston Trust & Investment Mgmt. Co. — 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 Trust & Investment Mgmt. Co. 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 $705,632 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$705.6KDirect + indirect, across loaded filings$705,632
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$705.6K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation50%Local No. 8 Retirement Fund
Top state share of plans25%IL
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Boston Trust & Investment Mgmt. Co.. Bars show relative scale.

  1. 1
    Local No. 8 Retirement Fund$349.9K
    NY · 1 plan(s)
  2. 2
    Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund$232K
    IL · 1 plan(s)
  3. 3
    Board Of Trustees Central Iowa Carpenters Pension Plan$103.4K
    MN · 1 plan(s)
  4. 4
    The Hilsinger Company$20.3K
    MA · 1 plan(s)
Geographic reach

State footprint

Where Boston Trust & Investment Mgmt. Co. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    IL1 plan(s)
  2. 2
    MA1 plan(s)
  3. 3
    MN1 plan(s)
  4. 4
    NY1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Boston Trust & Investment Mgmt. Co. are sponsored, by plan count.

  1. 1
    Chicago, IL1 plan(s)
  2. 2
    Mansfield, MA1 plan(s)
  3. 3
    Bloomington, MN1 plan(s)
  4. 4
    White Plains, NY1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Local No. 8 Retirement Fund$349.9K
    Local No. 8 Retirement Fund, NY · Direct $349.9K · Indirect $0 · 2023
  2. 2
    Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd.$232K
    Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund, IL · Direct $232K · Indirect $0 · 2023
  3. 3
    Central Iowa Carpenters Pension Plan$103.4K
    Board Of Trustees Central Iowa Carpenters Pension Plan, MN · Direct $103.4K · Indirect $0 · 2023
  4. 4
    The Hilsinger Company Pension Plan$20.3K
    The Hilsinger Company, MA · Direct $20.3K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Boston Trust & Investment Mgmt. Co.?
Public Form 5500 Schedule C filings report compensation paid to Boston Trust & Investment Mgmt. Co. as a plan service provider. Across loaded filings, total reported compensation is $705,632.
How many plans report Boston Trust & Investment Mgmt. Co. as a service provider?
Boston Trust & Investment Mgmt. Co. appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages