Chartwell Investment Management — 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, Chartwell Investment Management is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $148,775 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $148,775
- Reported indirect compensation
- $0
- Total reported compensation
- $148,775
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | PA | 1 | $117,581 |
| I.U.O.E. Local #132 H & W Fund | WV | 1 | $31,194 |
State footprint
Plans reporting Chartwell Investment Management are sponsored in PA (1), WV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware | 2023 | $117,581 | not reported in the loaded dataset |
| I.U.O.E. Local #132 H & W Fund | Iuoe Local No. 132 Health & Welfare Fund | 2023 | $31,194 | $0 |
Related Form 5500 pages
- International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware (plan 001)
- International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De — all reported plans
- Iuoe Local No. 132 Health & Welfare Fund (plan 501)
- I.U.O.E. Local #132 H & W Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources