Chartwell Investment Partners, 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, Chartwell Investment Partners, LLC is reported as a service provider on 40 loaded Form 5500 filing(s) across 39 plan sponsor(s) and 40 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,888,215 and reported indirect compensation totals $4,182.
Reported compensation summary
- Reported direct compensation
- $3,888,215
- Reported indirect compensation
- $4,182
- Total reported compensation
- $3,892,397
- Filings
- 40
- Plan sponsors
- 39
- Plans
- 40
- 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 |
|---|---|---|---|
| Board Of Trustees Eastern Atlantic States Carpenters Health Fund | PA | 1 | $704,135 |
| Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 1 | $291,143 |
| Sheet Metal Workers Pension Trust | CA | 1 | $205,883 |
| Trustees Of National Stabilization Agreement Of The Sheet Metal Indust | VA | 2 | $204,149 |
| Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund | MD | 1 | $203,905 |
| Central Pennsylvania Teamsters Health And Welfare Fund | PA | 1 | $195,478 |
| U A Local Union Officers & Employees Pension Fund | MD | 1 | $190,046 |
| Board Of Trustees, General Employees Trust Fund | CA | 1 | $189,159 |
| Bot North Atlantic States Carpenters Health Benefits Fund | MA | 1 | $179,401 |
| Board Of Trustees-Teamsters Local 631 Security Plan For So Nv | NV | 1 | $150,191 |
State footprint
Plans reporting Chartwell Investment Partners, LLC are sponsored in PA (13), NY (6), MD (4), CA (3), VA (3), FL (3), NJ (2), NV (1), MA (1), LA (1), TN (1), CO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Eastern Atlantic States Carpenters Health Fund | Eastern Atlantic States Carpenters Health Fund | 2023 | $704,135 | not reported in the loaded dataset |
| Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | Eastern Atlantic States Carpenters Pension Fund | 2023 | $291,143 | not reported in the loaded dataset |
| Sheet Metal Workers Pension Trust | Sheet Metal Workers Pension Plan Of Northern California | 2023 | $205,883 | not reported in the loaded dataset |
| Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund | Neca/Ibew Family Medical Care Trust Fund | 2023 | $203,905 | not reported in the loaded dataset |
| Central Pennsylvania Teamsters Health And Welfare Fund | Central Pennsylvania Teamsters Health & Welfare Fund | 2023 | $195,478 | not reported in the loaded dataset |
| U A Local Union Officers & Employees Pension Fund | United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan | 2023 | $185,864 | $4,182 |
| Board Of Trustees, General Employees Trust Fund | General Employees Trust Fund | 2023 | $189,159 | not reported in the loaded dataset |
| Bot North Atlantic States Carpenters Health Benefits Fund | N. Atlantic States Carp. Health Benefits Fund | 2023 | $179,401 | not reported in the loaded dataset |
| Board Of Trustees-Teamsters Local 631 Security Plan For So Nv | Teamsters Local 631 Security Plan For Southern Nevada | 2023 | $150,191 | not reported in the loaded dataset |
| Teamsters Joint Council No. 83 Of Virginia Pension Fund | Teamsters Joint Council No. 83 Of Virginia Pension Fund | 2023 | $141,543 | not reported in the loaded dataset |
| Board Of Trustees Of Plumbers Lu 690 Health Plan | Plumbers Local Union No. 690 Health Plan | 2023 | $130,983 | not reported in the loaded dataset |
| Board Of Trustees Steamfitters Local #449 Pension Fund | Steamfitters Local #449 Pension Plan | 2023 | $121,869 | not reported in the loaded dataset |
| Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T | National Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan | 2023 | $121,183 | not reported in the loaded dataset |
| Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees | Joint Pension Fund Of Local Union No 102 | 2023 | $108,041 | not reported in the loaded dataset |
| Trustees Of National Stabilization Agreement Of The Sheet Metal Indust | National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations | 2023 | $82,966 | not reported in the loaded dataset |
| International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund | International Union Of Painters And Allied Trades District Council No. 21 Annuity Fund | 2023 | $69,568 | not reported in the loaded dataset |
| Ufcw Regional Pension Fund | Ufcw Regional Pension Fund | 2023 | $69,287 | not reported in the loaded dataset |
| Board Of Trustees Usw District 10,Local 286, | Usw District 10, Local 286, Pension Plan | 2023 | $68,642 | not reported in the loaded dataset |
| Iupat District Council No. 21 Welfare Fund | Iupat District Council No. 21 Welfare Fund | 2023 | $68,555 | not reported in the loaded dataset |
| Bac Local No. 1 Washington Pension Trust | Bac Local No. 1 Washington Pension Trust | 2023 | $62,308 | not reported in the loaded dataset |
| Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | Eastern Atlantic States Carpenters Annuity Fund | 2023 | $61,997 | not reported in the loaded dataset |
| Board Of Trustees, Ibew Local 595 Health & Welfare | Ibew Local 595 Health & Welfare Trust | 2023 | $60,042 | not reported in the loaded dataset |
| Board Of Trustees Mcasf Local 725 Pension Trust Fund | Mcasf Local 725 Pension Plan | 2023 | $48,931 | not reported in the loaded dataset |
| Brd Of Ttees Ufcw Local One Active Health Care Fund | Ufcw Local One Active Health Care Fund | 2023 | $45,767 | not reported in the loaded dataset |
| Trustees Of Laborers Local 57 Industrial Pension | Laborers Local 57 Industrial Pension Plan | 2023 | $34,621 | not reported in the loaded dataset |
| Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene | International Union Of Operating Engineers Of E.Pa And De. Supplemental Unemployment Benefit Fund | 2023 | $32,141 | not reported in the loaded dataset |
| Trustees Of The Electricians Pension Plan, Ibew 995 | Electricians Pension Plan, Ibew 995 | 2023 | $31,951 | not reported in the loaded dataset |
| Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund | Mcasf Local 725 Health And Welfare Trust Fund | 2023 | $29,639 | not reported in the loaded dataset |
| Board Of Trustees The Ufcw Unions And Participating Employers Pension | Ufcw Unions And Participating Employers Pension Plan | 2023 | $27,607 | not reported in the loaded dataset |
| Board Of Trustees | Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund | 2023 | $25,524 | not reported in the loaded dataset |
| Board Of Trustees - Tri-State Carpenters And Joiners Pension | Tri-State Carpenters And Joiners Pension Trust Fund | 2023 | $24,969 | not reported in the loaded dataset |
| Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan | Mcasf Local 725 Defined Contribution Retirement Plan | 2023 | $21,951 | not reported in the loaded dataset |
| Laborers' Local #157 Pension Fund | Laborers' Local #157 Pension Fund | 2023 | $19,590 | not reported in the loaded dataset |
| Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment | Sheet Metal Workers International Association Lo. Union 19 Supplemental Unemployment Benefit Fd | 2023 | $14,464 | not reported in the loaded dataset |
| Trustees Of The Upstate New York Bakery Drivers And Industry Pension F | Upstate New York Bakery Drivers And Industry Pension Fund | 2023 | $14,376 | not reported in the loaded dataset |
| Sports Arena Employees Local 137 Retirement Fund | Sports Arena Employees Local 137 Retirement Fund | 2023 | $12,104 | not reported in the loaded dataset |
| Medianews Group, Inc. | Medianews Group Pension Plan | 2023 | $10,735 | not reported in the loaded dataset |
| Trustees Of Plasterers' Local 8 Pension Fund | Plasterers' Local 8 Pension Fund | 2023 | $8,766 | not reported in the loaded dataset |
| Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu | Stone And Marble Masons Of Metropolitan Washington D.C. Annuity Fund | 2023 | $7,500 | not reported in the loaded dataset |
| Laborers' Local #157 Annuity Fund | Laborers' Local #157 Annuity Fund | 2023 | $5,436 | not reported in the loaded dataset |
Related Form 5500 pages
- Eastern Atlantic States Carpenters Health Fund (plan 501)
- Board Of Trustees Eastern Atlantic States Carpenters Health Fund — all reported plans
- Eastern Atlantic States Carpenters Pension Fund (plan 001)
- Board Of Trustees Eastern Atlantic States Carpenters Pension Fund — all reported plans
- Sheet Metal Workers Pension Plan Of Northern California (plan 001)
- Sheet Metal Workers Pension Trust — all reported plans
- Neca/Ibew Family Medical Care Trust Fund (plan 501)
- Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund — all reported plans
- Central Pennsylvania Teamsters Health & Welfare Fund (plan 501)
- Central Pennsylvania Teamsters Health And Welfare Fund — all reported plans
- United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan (plan 333)
- U A Local Union Officers & Employees Pension Fund — all reported plans
- General Employees Trust Fund (plan 501)
- Board Of Trustees, General Employees Trust Fund — all reported plans
- N. Atlantic States Carp. Health Benefits Fund (plan 501)
- Bot North Atlantic States Carpenters Health Benefits Fund — all reported plans
- Teamsters Local 631 Security Plan For Southern Nevada (plan 501)
- Board Of Trustees-Teamsters Local 631 Security Plan For So Nv — all reported plans
- Teamsters Joint Council No. 83 Of Virginia Pension Fund (plan 001)
- Teamsters Joint Council No. 83 Of Virginia Pension Fund — all reported plans
- Plumbers Local Union No. 690 Health Plan (plan 501)
- Board Of Trustees Of Plumbers Lu 690 Health Plan — all reported plans
- Steamfitters Local #449 Pension Plan (plan 001)
- Board Of Trustees Steamfitters Local #449 Pension Fund — all reported plans
- National Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan (plan 501)
- Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T — all reported plans
- Joint Pension Fund Of Local Union No 102 (plan 001)
- Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees — all reported plans
- National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations (plan 565)
- International Union Of Painters And Allied Trades District Council No. 21 Annuity Fund (plan 003)
- International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund — all reported plans
- Ufcw Regional Pension Fund (plan 074)
- Ufcw Regional Pension Fund — all reported plans
- Usw District 10, Local 286, Pension Plan (plan 001)
- Board Of Trustees Usw District 10,Local 286, — all reported plans
- Iupat District Council No. 21 Welfare Fund (plan 501)
- Iupat District Council No. 21 Welfare Fund — all reported plans
- Bac Local No. 1 Washington Pension Trust (plan 001)
- Bac Local No. 1 Washington Pension Trust — all reported plans
- Eastern Atlantic States Carpenters Annuity Fund (plan 002)
- Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund — all reported plans
- Ibew Local 595 Health & Welfare Trust (plan 501)
- Board Of Trustees, Ibew Local 595 Health & Welfare — all reported plans
- Mcasf Local 725 Pension Plan (plan 001)
- Board Of Trustees Mcasf Local 725 Pension Trust Fund — all reported plans
- Ufcw Local One Active Health Care Fund (plan 501)
- Brd Of Ttees Ufcw Local One Active Health Care Fund — all reported plans
- Laborers Local 57 Industrial Pension Plan (plan 003)
- Trustees Of Laborers Local 57 Industrial Pension — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources