Chartwell Investment Partners — 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 Partners is reported as a service provider on 79 loaded Form 5500 filing(s) across 78 plan sponsor(s) and 78 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,320,865 and reported indirect compensation totals $37,214.
Reported compensation summary
- Reported direct compensation
- $7,320,865
- Reported indirect compensation
- $37,214
- Total reported compensation
- $7,358,079
- Filings
- 79
- Plan sponsors
- 78
- Plans
- 78
- 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 |
|---|---|---|---|
| Steelworkers Pension Trust | PA | 1 | $793,790 |
| Board Of Trustees, Operating Engineers Health | CA | 1 | $712,621 |
| Hartford Fire Insurance Company | CT | 1 | $615,495 |
| Board Of Trustees, Pension Trust Fund For Operating | CA | 1 | $416,710 |
| Operating Engineers Local No. 825 Welfare Fund | NJ | 1 | $385,006 |
| Board Of Trustees, Pensioned Operating Engineers | CA | 1 | $220,505 |
| Joint Board Of Trustees Of Local 639 Employers Health Trust Fund | DC | 1 | $209,661 |
| Local No. 731, I.B. Of T., Pension Fund | IL | 1 | $197,705 |
| International Union Of Operating Engineers Welfare Fund Of East. Pa & | PA | 1 | $189,358 |
| Sheet Metal Workers Pension Fund Of Local Union | PA | 1 | $185,740 |
State footprint
Plans reporting Chartwell Investment Partners are sponsored in PA (20), MD (16), NJ (12), CA (5), FL (4), NY (4), IL (3), DC (2), TN (1), TX (1), WA (1), AZ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Steelworkers Pension Trust | Steelworkers Pension Trust | 2023 | $782,334 | $11,456 |
| Board Of Trustees, Operating Engineers Health | Operating Engineers Health And Welfare Trust Fund | 2023 | $712,621 | not reported in the loaded dataset |
| Hartford Fire Insurance Company | The Hartford Investment And Savings Plan | 2023 | $589,737 | $25,758 |
| Board Of Trustees, Pension Trust Fund For Operating | Pension Trust Fund For Operating Engineers | 2023 | $416,710 | not reported in the loaded dataset |
| Operating Engineers Local No. 825 Welfare Fund | Operating Engineers Local 825 Welfare Fund | 2023 | $385,006 | not reported in the loaded dataset |
| Board Of Trustees, Pensioned Operating Engineers | Pensioned Operating Engineers Health And Welfare Trust Fund | 2023 | $220,505 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Local 639 Employers Health Trust Fund | Teamsters Local 639 - Employers Health Trust Fund | 2023 | $209,661 | not reported in the loaded dataset |
| Local No. 731, I.B. Of T., Pension Fund | Local No. 731, I.B. Of T., Pension Fund | 2023 | $197,705 | not reported in the loaded dataset |
| International Union Of Operating Engineers Welfare Fund Of East. Pa & | International Union Of Operating Engineers Welfare Fund Of Eastern Pennsylvania And Delaware | 2023 | $189,358 | not reported in the loaded dataset |
| Sheet Metal Workers Pension Fund Of Local Union | Sheet Metal Workers Pension Fund Of Local Union No. 19 | 2023 | $185,740 | not reported in the loaded dataset |
| Board Of Trustees, United Food And Commercial | United Food And Commercial Workers And Employers Arizona Health And Welfare Trust | 2023 | $164,700 | not reported in the loaded dataset |
| Laborers' District Council Heavy & Highway Health & Welfare Fund | Laborers' District Council Heavy & Highway Health & Welfare Fund | 2023 | $157,706 | not reported in the loaded dataset |
| Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust | Teamsters Local 639 - Employers Pension Trust Fund | 2023 | $148,116 | not reported in the loaded dataset |
| Laborers District Council Of W. Pa Welfare Fund Board Of Trustees | Laborers District Council Of Western Pennsylvania Welfare Fund | 2023 | $137,044 | not reported in the loaded dataset |
| Bd Of Tees Of Plumbers Lu No 690 Srp | Plumbers Lu No 690 Supplemental Retirement Plan | 2023 | $129,390 | $0 |
| Joint Board Of Trustees Roofers Local Union 30 | Roofers Union Local 30 Combined Pension Fund | 2023 | $124,270 | not reported in the loaded dataset |
| Operating Engineers Local No. 825 Out-Of-Work Fund | Operating Engineers Local 825 Out Of Work Fund | 2023 | $120,559 | not reported in the loaded dataset |
| Laborers Local Union No. 158 Health And Welfare Fund | Laborers Local Union No. 158 Health And Welfare Plan | 2023 | $115,775 | not reported in the loaded dataset |
| Ibew Local 98 Health & Welfare Plan Board Of | Ibew Local 98 Health & Welfare Plan | 2023 | $112,860 | not reported in the loaded dataset |
| Board Of Trustees Of Steamfitters Lu 420 Pension Plan | Steamfitters Local Union No. 420 Pension Plan | 2023 | $106,261 | not reported in the loaded dataset |
| Plumbers And Steamfitters 486 Pension Fund Board Of Trustees | Plumbers And Steamfitters Local 486 Pension Fund | 2023 | $101,981 | not reported in the loaded dataset |
| Trustees Of The Smart Local 265 Pension Fund | Smart Local 265 Pension Fund | 2023 | $90,015 | not reported in the loaded dataset |
| Twu-Westchester Private Bus Lines Pension Trust | Twu-Westchester Private Bus Lines Pension Trust | 2023 | $83,687 | not reported in the loaded dataset |
| Trustees Cement Masons Union Local No. 592 Welfare Plan | Cement Masons Union Local No. 592 Welfare Plan | 2023 | $75,346 | not reported in the loaded dataset |
| Laborers Local Union No. 158 Pension Fund | Laborers Local Union No. 158 Pension Plan | 2023 | $70,098 | not reported in the loaded dataset |
| Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas | No Calif Glaziers, Architectural Metal And Glassworkers Pension Plan | 2023 | $69,860 | not reported in the loaded dataset |
| Trustees Of Teamsters Local No. 469 Annuity Fund Trust | Teamsters Local No. 469 Annuity Fund | 2023 | $61,325 | not reported in the loaded dataset |
| New Jersey B.A.C. Health Fund | New Jersey B.A.C. Health Fund | 2023 | $60,215 | not reported in the loaded dataset |
| Sheet Metal Workers Health Fund Of Local Union No19 | Sheet Metal Workers Health Fund Of Local Union No. 19 | 2023 | $59,129 | not reported in the loaded dataset |
| Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin | Operating Engineers Trust Fund Of Washington D.C. And Vicinity | 2023 | $59,045 | not reported in the loaded dataset |
| Trustees Of District Council 82 Painting Industry Pension Plan | District Council 82 Painting Industry Pension Plan | 2023 | $58,769 | not reported in the loaded dataset |
| National Asbestos Workers Medical Fund Fund Board Of Trustees | National Asbestos Workers Medical Fund | 2023 | $57,358 | not reported in the loaded dataset |
| Plumbers And Steamfitters Local 486 Medical Fund Board Of Trustees | Plumbers And Steamfitters Local #486 Medical Fund | 2023 | $57,339 | not reported in the loaded dataset |
| Board Of Trustees Iron Workers Locals 40, 361 & 417 Health Fund | Iron Workers Locals 40, 361 & 417 Health Fund | 2023 | $56,672 | $0 |
| Trustees Of Ibew Local 613 & Contrib Employers Family | Ibew Local 613 & Contrib Employers Family Health | 2023 | $52,929 | not reported in the loaded dataset |
| B.A.C. Local No. 4 Pension Fund | Bricklayers & Allied Craftworkers Local No. 4 Of New Jersey Pension Plan | 2023 | $51,002 | not reported in the loaded dataset |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | 2023 | $49,513 | not reported in the loaded dataset |
| Board Of Trustees - Marc Pension Plan | Mid-Atlantic Regional Council Of Carpenters' Pension Plan | 2023 | $47,622 | not reported in the loaded dataset |
| Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund | Plumbers & Pipefitters Local Union No. 74 Pension Fund | 2023 | $46,292 | not reported in the loaded dataset |
| The Board Of Trustees Plumbers & Pipefitters Medical Fund | Plumbers & Pipefitters Medical Fund | 2023 | $45,131 | not reported in the loaded dataset |
| Laborers District Council Pension And Disability Trust Fund No. 2 | Laborers District Council Pension And Disability Trust Fund No. 2 | 2023 | $45,125 | not reported in the loaded dataset |
| Brd Of Ttees Ufcw Local One Pension Fund | Ufcw Local One Pension Fund | 2023 | $44,938 | not reported in the loaded dataset |
| Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T | Warehouse Employees Union Local No.730 Health And Welfare Trust Fund | 2023 | $44,363 | not reported in the loaded dataset |
| Hollow Metal Trust Fund | Hollow Metal Trust Fund | 2023 | $42,655 | not reported in the loaded dataset |
| Ldc Prepaid Legal Fund | Laborers' District Council Prepaid Legal Fund | 2023 | $35,136 | not reported in the loaded dataset |
| Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund | Steamfitters Local #449 Medical & Benefit Fund | 2023 | $33,668 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | 2023 | $32,710 | not reported in the loaded dataset |
| Painters Trust Fund Of Washington Dc And Board Of Trustees | Painters Trust Fund Of Washington Dc And Vicinity | 2023 | $31,646 | not reported in the loaded dataset |
| Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund | Ufcw, Local 1776ks, Western Division And Employers Health Fund | 2023 | $30,704 | not reported in the loaded dataset |
| Painters Trust Fund Of Washington Dc And Board Of Trustees | Painters Trust Fund Of Washington Dc And Vicinity | 2023 | $30,558 | not reported in the loaded dataset |
Related Form 5500 pages
- Steelworkers Pension Trust (plan 499)
- Steelworkers Pension Trust — all reported plans
- Operating Engineers Health And Welfare Trust Fund (plan 501)
- Board Of Trustees, Operating Engineers Health — all reported plans
- The Hartford Investment And Savings Plan (plan 100)
- Hartford Fire Insurance Company — all reported plans
- Pension Trust Fund For Operating Engineers (plan 001)
- Board Of Trustees, Pension Trust Fund For Operating — all reported plans
- Operating Engineers Local 825 Welfare Fund (plan 501)
- Operating Engineers Local No. 825 Welfare Fund — all reported plans
- Pensioned Operating Engineers Health And Welfare Trust Fund (plan 501)
- Board Of Trustees, Pensioned Operating Engineers — all reported plans
- Teamsters Local 639 - Employers Health Trust Fund (plan 501)
- Joint Board Of Trustees Of Local 639 Employers Health Trust Fund — all reported plans
- Local No. 731, I.B. Of T., Pension Fund (plan 001)
- Local No. 731, I.B. Of T., Pension Fund — all reported plans
- International Union Of Operating Engineers Welfare Fund Of Eastern Pennsylvania And Delaware (plan 501)
- International Union Of Operating Engineers Welfare Fund Of East. Pa & — all reported plans
- Sheet Metal Workers Pension Fund Of Local Union No. 19 (plan 001)
- Sheet Metal Workers Pension Fund Of Local Union — all reported plans
- United Food And Commercial Workers And Employers Arizona Health And Welfare Trust (plan 501)
- Board Of Trustees, United Food And Commercial — all reported plans
- Laborers' District Council Heavy & Highway Health & Welfare Fund (plan 501)
- Laborers' District Council Heavy & Highway Health & Welfare Fund — all reported plans
- Teamsters Local 639 - Employers Pension Trust Fund (plan 001)
- Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust — all reported plans
- Laborers District Council Of Western Pennsylvania Welfare Fund (plan 501)
- Laborers District Council Of W. Pa Welfare Fund Board Of Trustees — all reported plans
- Plumbers Lu No 690 Supplemental Retirement Plan (plan 003)
- Bd Of Tees Of Plumbers Lu No 690 Srp — all reported plans
- Roofers Union Local 30 Combined Pension Fund (plan 001)
- Joint Board Of Trustees Roofers Local Union 30 — all reported plans
- Operating Engineers Local 825 Out Of Work Fund (plan 501)
- Operating Engineers Local No. 825 Out-Of-Work Fund — all reported plans
- Laborers Local Union No. 158 Health And Welfare Plan (plan 501)
- Laborers Local Union No. 158 Health And Welfare Fund — all reported plans
- Ibew Local 98 Health & Welfare Plan (plan 501)
- Ibew Local 98 Health & Welfare Plan Board Of — all reported plans
- Steamfitters Local Union No. 420 Pension Plan (plan 001)
- Board Of Trustees Of Steamfitters Lu 420 Pension Plan — all reported plans
- Plumbers And Steamfitters Local 486 Pension Fund (plan 001)
- Plumbers And Steamfitters 486 Pension Fund Board Of Trustees — all reported plans
- Smart Local 265 Pension Fund (plan 001)
- Trustees Of The Smart Local 265 Pension Fund — all reported plans
- Twu-Westchester Private Bus Lines Pension Trust (plan 001)
- Twu-Westchester Private Bus Lines Pension Trust — all reported plans
- Cement Masons Union Local No. 592 Welfare Plan (plan 501)
- Trustees Cement Masons Union Local No. 592 Welfare Plan — all reported plans
- Laborers Local Union No. 158 Pension Plan (plan 001)
- Laborers Local Union No. 158 Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources