Clearbridge Investments, 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, Clearbridge Investments, LLC is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,155,281 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,155,281
- Reported indirect compensation
- $0
- Total reported compensation
- $1,155,281
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 - Southern Electrical Retirement Fund | TN | 1 | $558,468 |
| Board Of Trustees Local 456 Pension Fund | NY | 1 | $169,080 |
| Board Of Trustees Local 456 Annuity Fund | NY | 1 | $168,581 |
| Torrance Health Association | CA | 1 | $103,935 |
| Board Of Trustees Local 235 Pension Fund | NY | 1 | $61,183 |
| Refrigeration, A/C & Service Div. (Ua-Nj) Pension Fund | NJ | 1 | $49,045 |
| Board Of Trustees Of Local 1205 Pension Fund | NY | 1 | $23,989 |
| Navistar, Inc. | IL | 1 | $21,000 |
| Sign, Pictorial And Display Union Local 591 Supplemental Pension | MI | 1 | $0 |
| Board Of Trustees, Iatse Local 38 Pension Fund | MI | 1 | $0 |
State footprint
Plans reporting Clearbridge Investments, LLC are sponsored in MI (4), NY (4), CA (1), IL (1), NJ (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees - Southern Electrical Retirement Fund | Southern Electrical Retirement Fund | 2023 | $558,468 | not reported in the loaded dataset |
| Board Of Trustees Local 456 Pension Fund | Westchester Teamsters Local 456 Pension Fund | 2023 | $169,080 | $0 |
| Board Of Trustees Local 456 Annuity Fund | Teamsters Local 456 Annuity Fund | 2023 | $168,581 | $0 |
| Torrance Health Association | Torrance Health Association Employees Retirement Plan | 2023 | $103,935 | not reported in the loaded dataset |
| Board Of Trustees Local 235 Pension Fund | Laborers Local 235 Pension Fund | 2023 | $61,183 | $0 |
| Refrigeration, A/C & Service Div. (Ua-Nj) Pension Fund | Refrigeration, A/C & Service Div. (Ua-Nj) Pension Plan | 2023 | $49,045 | not reported in the loaded dataset |
| Board Of Trustees Of Local 1205 Pension Fund | Local 1205 Pension Fund | 2023 | $23,989 | $0 |
| Navistar, Inc. | Navistar, Inc. Retiree Health Benefit And Life Insurance Plan | 2023 | $21,000 | not reported in the loaded dataset |
| Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd | Sign, Pictorial And Display Union Local No. 591 Afl-Cio Pension Fund | 2023 | $0 | $0 |
| Sign, Pictorial And Display Union Local 591 Supplemental Pension | Sign, Pictorial And Display Union Local 591 Supplemental Pension Fund | 2023 | $0 | $0 |
| Board Of Trustees, Iatse Local 38 Pension Fund | Iatse Local 38 Pension Plan | 2023 | $0 | $0 |
| Board Of Trustees, Ibew Local 445 Pension Fund | Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 Pension Fund | 2023 | $0 | $0 |
Related Form 5500 pages
- Southern Electrical Retirement Fund (plan 001)
- Board Of Trustees - Southern Electrical Retirement Fund — all reported plans
- Westchester Teamsters Local 456 Pension Fund (plan 001)
- Board Of Trustees Local 456 Pension Fund — all reported plans
- Teamsters Local 456 Annuity Fund (plan 001)
- Board Of Trustees Local 456 Annuity Fund — all reported plans
- Torrance Health Association Employees Retirement Plan (plan 001)
- Torrance Health Association — all reported plans
- Laborers Local 235 Pension Fund (plan 001)
- Board Of Trustees Local 235 Pension Fund — all reported plans
- Refrigeration, A/C & Service Div. (Ua-Nj) Pension Plan (plan 001)
- Refrigeration, A/C & Service Div. (Ua-Nj) Pension Fund — all reported plans
- Local 1205 Pension Fund (plan 001)
- Board Of Trustees Of Local 1205 Pension Fund — all reported plans
- Navistar, Inc. Retiree Health Benefit And Life Insurance Plan (plan 584)
- Navistar, Inc. — all reported plans
- Sign, Pictorial And Display Union Local No. 591 Afl-Cio Pension Fund (plan 001)
- Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd — all reported plans
- Sign, Pictorial And Display Union Local 591 Supplemental Pension Fund (plan 001)
- Sign, Pictorial And Display Union Local 591 Supplemental Pension — all reported plans
- Iatse Local 38 Pension Plan (plan 001)
- Board Of Trustees, Iatse Local 38 Pension Fund — all reported plans
- Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 Pension Fund (plan 001)
- Board Of Trustees, Ibew Local 445 Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources