Cardinal Investment Advisors 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, Cardinal Investment Advisors LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $462,257 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $462,257
- Reported indirect compensation
- $0
- Total reported compensation
- $462,257
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Kaiser Permanente Medical Care Program | CA | 1 | $230,905 |
| Liberty Mutual Group Inc. | MA | 1 | $117,000 |
| Blue Cross Blue Shield Of North Dakota | ND | 1 | $61,800 |
| Kaiser Foundation Health Plan, Inc. | CA | 1 | $20,052 |
| Amerisure Mutual Insurance Company | MI | 1 | $20,000 |
| Trustees-United Automotive Association Pension Plan | MO | 1 | $12,500 |
State footprint
Plans reporting Cardinal Investment Advisors LLC are sponsored in CA (2), MA (1), MI (1), MO (1), ND (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Kaiser Permanente Medical Care Program | Kaiser Permanente Group Trust | 2023 | $230,905 | not reported in the loaded dataset |
| Liberty Mutual Group Inc. | Liberty Mutual Retirement Benefit Plan | 2023 | $117,000 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of North Dakota | Bcbsnd And Noridian Healthcare Solutions 401(K) Plan | 2023 | $61,800 | not reported in the loaded dataset |
| Kaiser Foundation Health Plan, Inc. | Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan | 2023 | $20,052 | not reported in the loaded dataset |
| Amerisure Mutual Insurance Company | Amerisure Mutual Insurance Company Cash Balance Pension Plan | 2023 | $20,000 | $0 |
| Trustees-United Automotive Association Pension Plan | United Automotive Association Pension Plan | 2023 | $12,500 | not reported in the loaded dataset |
Related Form 5500 pages
- Kaiser Permanente Group Trust (plan 101)
- Kaiser Permanente Medical Care Program — all reported plans
- Liberty Mutual Retirement Benefit Plan (plan 001)
- Liberty Mutual Group Inc. — all reported plans
- Bcbsnd And Noridian Healthcare Solutions 401(K) Plan (plan 003)
- Blue Cross Blue Shield Of North Dakota — all reported plans
- Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan (plan 580)
- Kaiser Foundation Health Plan, Inc. — all reported plans
- Amerisure Mutual Insurance Company Cash Balance Pension Plan (plan 010)
- Amerisure Mutual Insurance Company — all reported plans
- United Automotive Association Pension Plan (plan 001)
- Trustees-United Automotive Association Pension Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources