Clearbridge Investments — 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, Clearbridge Investments is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $97,275 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $97,275
- Reported indirect compensation
- $0
- Total reported compensation
- $97,275
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- 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 Pension Plan Of Steamfitters Pension Fund Local 475 | NJ | 1 | $51,773 |
| Southern States Savings & Retirement Plan Trust | FL | 1 | $27,942 |
| Board Of Trustees-Local 18 Int'L Heat & Frost Insulators | IN | 1 | $17,560 |
| Board Of Trustees Sheet Metal Workers Local No. 292 Health Fund | MI | 1 | $0 |
| Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund | MI | 1 | $0 |
| Seiu Michigan Health And Welfare Fund Board Of Trustees | MI | 1 | $0 |
| Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | MI | 1 | $0 |
| Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees | MI | 1 | $0 |
| Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund | MI | 1 | $0 |
| Sheet Metal Workers Local No. 80 Insurance Trust Fund | MI | 1 | $0 |
State footprint
Plans reporting Clearbridge Investments are sponsored in MI (7), FL (1), IN (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 | Pension Plan Of Steamfitters Pension Fund 475 | 2023 | $51,773 | not reported in the loaded dataset |
| Southern States Savings & Retirement Plan Trust | Southern States Savings & Retirement Plan Trust | 2023 | $27,942 | not reported in the loaded dataset |
| Board Of Trustees-Local 18 Int'L Heat & Frost Insulators | Local 18 Int'L Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund | 2023 | $17,560 | not reported in the loaded dataset |
| Sheet Metal Workers Local No. 80 Insurance Trust Fund | Sheet Metal Workers Local Union No. 80 Insurance Trust Fund | 2023 | $0 | $0 |
| Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | Sheet Metal Workers Local Union No. 80 Pension Fund | 2023 | $0 | $0 |
| Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees | Sheet Metal Workers Local Union No. 80 Supplemental Unemployment Benefit Fund | 2023 | $0 | $0 |
| Board Of Trustees Sheet Metal Workers Local No. 292 Health Fund | Sheet Metal Workers Local No. 292 Health Fund | 2023 | $0 | $0 |
| Seiu Michigan Health And Welfare Fund Board Of Trustees | Seiu Michigan Health And Welfare Fund | 2023 | $0 | $0 |
| Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund | Sheet Metal Workers Local No. 292 Pension Fund | 2023 | $0 | $0 |
| Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund | Sheet Metal Workers Local No. 292 Supplemental Unemployment Benefit Fund | 2023 | $0 | $0 |
Related Form 5500 pages
- Pension Plan Of Steamfitters Pension Fund 475 (plan 001)
- Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 — all reported plans
- Southern States Savings & Retirement Plan Trust (plan 001)
- Southern States Savings & Retirement Plan Trust — all reported plans
- Local 18 Int'L Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (plan 001)
- Board Of Trustees-Local 18 Int'L Heat & Frost Insulators — all reported plans
- Sheet Metal Workers Local Union No. 80 Insurance Trust Fund (plan 502)
- Sheet Metal Workers Local No. 80 Insurance Trust Fund — all reported plans
- Sheet Metal Workers Local Union No. 80 Pension Fund (plan 001)
- Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund — all reported plans
- Sheet Metal Workers Local Union No. 80 Supplemental Unemployment Benefit Fund (plan 502)
- Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees — all reported plans
- Sheet Metal Workers Local No. 292 Health Fund (plan 501)
- Board Of Trustees Sheet Metal Workers Local No. 292 Health Fund — all reported plans
- Seiu Michigan Health And Welfare Fund (plan 501)
- Seiu Michigan Health And Welfare Fund Board Of Trustees — all reported plans
- Sheet Metal Workers Local No. 292 Pension Fund (plan 001)
- Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund — all reported plans
- Sheet Metal Workers Local No. 292 Supplemental Unemployment Benefit Fund (plan 801)
- Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources