Calibre Cpa Group — 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, Calibre Cpa Group is reported as a service provider on 39 loaded Form 5500 filing(s) across 39 plan sponsor(s) and 39 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,237,935 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$1,237,935
Reported indirect compensation
$0
Total reported compensation
$1,237,935
Filings
39
Plan sponsors
39
Plans
39
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 Calibre Cpa Group
SponsorStatePlansReported compensation
Center For Nonprofit AdvancementDC1$99,016
Joint Board Of Trustees Of Construction Industry Of Rockford, IllinoiMI1$94,837
Board Of Trustees Of The Liuna National (Industrial) Pension FundDC1$86,077
Teamsters Joint Council No. 83 Of Virginia Pension FundVA1$77,323
Sheet Metal Workers Local Union No. 17 Insurance FundMA1$64,144
Joint Board Of Trustees Teamsters Local 639 - Employers Pension TrustDC1$63,944
Trustees Of Gulf Coast Carpenters And Millwrights Health TrustTN1$60,011
Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity PensionIL1$48,000
National Education Association Of The United StatesDC1$46,500
Board Of Trustees Miscellaneous Warehousemen'S 781 Health & Welfare FuIL1$41,894

State footprint

Plans reporting Calibre Cpa Group are sponsored in MD (9), IL (6), DC (6), PA (3), TN (3), VA (2), OH (1), RI (1), WA (1), CT (1), WV (1), KY (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Center For Nonprofit AdvancementCenter For Nonprofit Advancement'S Benefits Trust2023$99,016not reported in the loaded dataset
Joint Board Of Trustees Of Construction Industry Of Rockford, IllinoiConstruction Industry Retirement Fund Of Rockford2023$94,837not reported in the loaded dataset
Board Of Trustees Of The Liuna National (Industrial) Pension FundLiuna National (Industrial) Pension Fund2023$86,077not reported in the loaded dataset
Teamsters Joint Council No. 83 Of Virginia Pension FundTeamsters Joint Council No. 83 Of Virginia Pension Fund2023$77,323not reported in the loaded dataset
Sheet Metal Workers Local Union No. 17 Insurance FundSheet Metal Workers Local Union No. 17 Insurance Fund2023$64,144not reported in the loaded dataset
Joint Board Of Trustees Teamsters Local 639 - Employers Pension TrustTeamsters Local 639 - Employers Pension Trust Fund2023$63,944not reported in the loaded dataset
Trustees Of Gulf Coast Carpenters And Millwrights Health TrustGulf Coast Carpenters And Millwrights Health Trust2023$60,011$0
Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity PensionUfcw Int'L Union-Albertsons Variable Annuity Pension Fund2023$48,000not reported in the loaded dataset
National Education Association Of The United StatesNea Members Insurance Plan2023$46,500not reported in the loaded dataset
Board Of Trustees Miscellaneous Warehousemen'S 781 Health & Welfare FuMiscellaneous Warehousemen'S Local 781 Health And Welfare Fund2023$41,894not reported in the loaded dataset
Board Of Trustees- Louisiana Carpenters Pension FundLouisiana Carpenters Pension Fund2023$35,830not reported in the loaded dataset
Trustees Of Local 743 Ib Of TLocal 743 Severance And Retirement Plan2023$32,764not reported in the loaded dataset
Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters HealthMid-Atlantic Regional Council Of Carpenters Health Fund2023$30,686not reported in the loaded dataset
Md Electrical Industry S&A FundMaryland Electrical Industry Severance & Annuity F2023$29,923not reported in the loaded dataset
Graphic Communications National Health And Welfare FundGraphic Communications National Health & Welfare Fund2023$28,807not reported in the loaded dataset
Plumbers And Steamfitters 486 Pension Fund Board Of TrusteesPlumbers And Steamfitters Local 486 Pension Fund2023$25,375not reported in the loaded dataset
Stephen Del Sesto, ReceiverSt. Joseph Health Services Of Rhode Island Retirement Plan2023$25,000not reported in the loaded dataset
Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare SaLiquor And Allied Workers Union Local No. 3 Health And Welfare Fund - Sales Division2023$24,000not reported in the loaded dataset
Trustees-Gulf States Carpenters Vacation FundGulf States Carpenters Vacation Fund2023$22,579not reported in the loaded dataset
Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) PlanPlumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan2023$22,330not reported in the loaded dataset
Brd Of Trustees Oe 37 Pension FundOperating Engineers Local No 37 Pension Fund2023$21,100not reported in the loaded dataset
Teamsters Local 922 - Employers Health TrustTeamsters Local 922 - Employer Health Trust2023$20,800not reported in the loaded dataset
Plumbers And Steamfitters Local 486 Medical Fund Board Of TrusteesPlumbers And Steamfitters Local #486 Medical Fund2023$20,300not reported in the loaded dataset
Carpenters & Millwrights Of Houston & Vicinity Pension FundCarpenters & Millwrights Of Houston Vicinity Pension Fund2023$18,813not reported in the loaded dataset
Trustees Of Ldc Pension Fund For Baltimore And VicinityLaborers' District Council Pension Fund For Baltim2023$18,550not reported in the loaded dataset
Plumbers & Pipefitters L25Plumbers & Pipefitters Local No. 25 Pension Fund2023$18,425not reported in the loaded dataset
Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' AnnuityMid-Atlantic Regional Council Of Carpenters' Annuity Fund2023$17,174not reported in the loaded dataset
Beverage & Brewery Drivers Health & Welfare FundBeverage Drivers Health & Welfare Fund2023$16,625not reported in the loaded dataset
Communications Workers Of America, Afl-Cio, ClcCommunications Workers Of America Adjustable Pension Plan2023$15,750not reported in the loaded dataset
Board Of Trustees - Northern New Jersey Teamsters Benefit PlanNorthern New Jersey Teamsters Benefit Plan2023$15,263$0
Board Of Trustees, Northwest Carpenters Health AndNorthwest Carpenters Health And Security Plan2023$14,277not reported in the loaded dataset
Service Employees International UnionSeiu Affiliates' Officers And Employees Supplemental Retirement Savings 401(K) Plan2023$12,000not reported in the loaded dataset
Trustees Of Area Teamsters Insurance Benefit PlanArea Teamsters Insurance Plan And Trust2023$11,953not reported in the loaded dataset
Teamsters Insurance Premium Reimbursement FundTeamsters Insurance Premium Reimbursement Fund2023$11,821not reported in the loaded dataset
Trustees Under International Brotherhood Of Electrical Workers 150 VacInternational Brotherhood Of Electrical Workers 150 Vacation Fund2023$11,401not reported in the loaded dataset
Board Of Trustees Operating Engineers Local 77 Individual Account PlanOperating Engineers Local 77 Individual Account Plan2023$11,105not reported in the loaded dataset
Sheet Metal, Air, Rail And Transportation Union (Smart)Smart Transportation Division Staff Retiree Health2023$10,500not reported in the loaded dataset
National Automatic Sprinkler IndustryNational Automatic Sprinkler Industry Apprentice & Training Fund2023$10,115not reported in the loaded dataset
Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare FundSheet Metal Workers Local No. 12 Welfare Fund2023$2,923not reported in the loaded dataset

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