Confluence 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, Confluence Investment Management is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $157,014 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $157,014
- Reported indirect compensation
- $0
- Total reported compensation
- $157,014
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Atlanta Plumbers & Steamfitters Pension Fund | FL | 1 | $157,014 |
| Sign, Pictorial And Display Union Local 591 Supplemental Pension | MI | 1 | $0 |
| Seiu Michigan Health And Welfare Fund Board Of Trustees | MI | 1 | $0 |
| Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd | MI | 1 | $0 |
State footprint
Plans reporting Confluence Investment Management are sponsored in MI (3), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | 2023 | $157,014 | not reported in the loaded dataset |
| Sign, Pictorial And Display Union Local 591 Supplemental Pension | Sign, Pictorial And Display Union Local 591 Supplemental Pension Fund | 2023 | $0 | $0 |
| 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 |
| Seiu Michigan Health And Welfare Fund Board Of Trustees | Seiu Michigan Health And Welfare Fund | 2023 | $0 | $0 |
Related Form 5500 pages
- Atlanta Plumbers & Steamfitters Pension Fund (plan 001)
- Atlanta Plumbers & Steamfitters Pension Fund — 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
- 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
- Seiu Michigan Health And Welfare Fund (plan 501)
- Seiu Michigan Health And Welfare Fund Board Of Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources