Congress Asset 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, Congress Asset Management is reported as a service provider on 23 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,442,017 and reported indirect compensation totals $5,002.
Reported compensation summary
- Reported direct compensation
- $2,442,017
- Reported indirect compensation
- $5,002
- Total reported compensation
- $2,447,019
- Filings
- 23
- Plan sponsors
- 17
- Plans
- 17
- 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 Of Pamcah-Ua Local 675 Annuity Fund | HI | 1 | $486,156 |
| Ameriprise Financial, Inc. | MN | 1 | $473,341 |
| Pamcah-Ua Local 675 Pension Fund | HI | 1 | $411,004 |
| Joint Board Of Trustees Electrical Workers Local 103 Ibew | MA | 1 | $270,684 |
| Trustees Of Carpenters Benefit Plans Of St. Louis | MO | 1 | $258,545 |
| Joint Board Of Trustees, Bakery & Confectionery Union & Industry | MD | 1 | $113,437 |
| Excavators Union Local 731 Annuity Board Of Trustees | NY | 1 | $107,969 |
| Pamcah-Ua Local 675 Health & Welfare Fund | HI | 1 | $90,759 |
| Atlanta Plumbers & Steamfitters Pension Fund | FL | 1 | $61,758 |
| Bd Of Tr Derrickmens Pension Fund, Local 197 | NY | 1 | $49,601 |
State footprint
Plans reporting Congress Asset Management are sponsored in HI (3), DC (2), MD (2), MO (2), NY (2), NJ (1), MN (1), TN (1), FL (1), IL (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ameriprise Financial, Inc. | Ameriprise Financial 401(K) Plan | 2023 | $473,341 | $0 |
| Joint Board Of Trustees Electrical Workers Local 103 Ibew | Electrical Workers Pension Plan Local 103 I.B.E.W. | 2023 | $270,684 | not reported in the loaded dataset |
| Trustees Of Carpenters Benefit Plans Of St. Louis | Carpenters Pension Trust Fund Of St. Louis | 2023 | $253,543 | $5,002 |
| Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund | Pamcah-Ua Local 675 Annuity Plan | 2023 | $242,238 | not reported in the loaded dataset |
| Pamcah-Ua Local 675 Pension Fund | Pamcah-Ua Local 675 Pension Plan | 2023 | $189,595 | not reported in the loaded dataset |
| Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund | Pamcah-Ua Local 675 Annuity Plan | 2023 | $128,015 | not reported in the loaded dataset |
| Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund | Pamcah-Ua Local 675 Annuity Plan | 2023 | $115,903 | not reported in the loaded dataset |
| Pamcah-Ua Local 675 Pension Fund | Pamcah-Ua Local 675 Pension Plan | 2023 | $113,685 | not reported in the loaded dataset |
| Joint Board Of Trustees, Bakery & Confectionery Union & Industry | Bakery & Confectionery Union & Industry International Pension Fund | 2023 | $113,437 | not reported in the loaded dataset |
| Excavators Union Local 731 Annuity Board Of Trustees | Excavators Union Local 731 Annuity Fund | 2023 | $107,969 | not reported in the loaded dataset |
| Pamcah-Ua Local 675 Pension Fund | Pamcah-Ua Local 675 Pension Plan | 2023 | $107,724 | not reported in the loaded dataset |
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | 2023 | $61,758 | not reported in the loaded dataset |
| Pamcah-Ua Local 675 Health & Welfare Fund | Pamcah-Ua Local 675 Health And Welfare Plan | 2023 | $54,767 | not reported in the loaded dataset |
| Bd Of Tr Derrickmens Pension Fund, Local 197 | Derrickmens Pension Fund, Local 197 | 2023 | $49,601 | not reported in the loaded dataset |
| Local 147 Construction Workers Retirement Plan | Local 147 Construction Workers Retirement Plan | 2023 | $41,974 | $0 |
| Employers And Cement Masons Local 90 Pension Plan | Employers And Cement Masons Local 90 Pension Plan | 2023 | $29,528 | not reported in the loaded dataset |
| Trustees Of Glaziers & Glassworkers Local Union 513 Pension Fund | Glaziers And Glassworkers Local 513 Pension Plan | 2023 | $27,809 | not reported in the loaded dataset |
| Pamcah-Ua Local 675 Health & Welfare Fund | Pamcah-Ua Local 675 Health And Welfare Plan | 2023 | $21,144 | not reported in the loaded dataset |
| Pamcah-Ua Local 675 Health & Welfare Fund | Pamcah-Ua Local 675 Health And Welfare Plan | 2023 | $14,848 | not reported in the loaded dataset |
| Trustees - Sheet Metal Workers Local No. 177 Pension Fund | Sheet Metal Workers Local No. 177 Pension Fund | 2023 | $7,906 | not reported in the loaded dataset |
| Board Of Trustees Of The S.E.I.U. National Industry Pension Fund | S.E.I.U. National Industry Pension Fund | 2023 | $5,953 | not reported in the loaded dataset |
| Bd Of Trustees Seiu Affiliates Officers And Employees Pension Plan | Seiu Affiliates Officers And Employees Pension Plan | 2023 | $5,595 | 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 | $5,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Ameriprise Financial 401(K) Plan (plan 001)
- Ameriprise Financial, Inc. — all reported plans
- Electrical Workers Pension Plan Local 103 I.B.E.W. (plan 001)
- Joint Board Of Trustees Electrical Workers Local 103 Ibew — all reported plans
- Carpenters Pension Trust Fund Of St. Louis (plan 001)
- Trustees Of Carpenters Benefit Plans Of St. Louis — all reported plans
- Pamcah-Ua Local 675 Annuity Plan (plan 002)
- Board Of Trustees Of Pamcah-Ua Local 675 Annuity Fund — all reported plans
- Pamcah-Ua Local 675 Pension Plan (plan 001)
- Pamcah-Ua Local 675 Pension Fund — all reported plans
- Pamcah-Ua Local 675 Annuity Plan (plan 002)
- Pamcah-Ua Local 675 Annuity Plan (plan 002)
- Pamcah-Ua Local 675 Pension Plan (plan 001)
- Bakery & Confectionery Union & Industry International Pension Fund (plan 001)
- Joint Board Of Trustees, Bakery & Confectionery Union & Industry — all reported plans
- Excavators Union Local 731 Annuity Fund (plan 001)
- Excavators Union Local 731 Annuity Board Of Trustees — all reported plans
- Pamcah-Ua Local 675 Pension Plan (plan 001)
- Atlanta Plumbers & Steamfitters Pension Fund (plan 001)
- Atlanta Plumbers & Steamfitters Pension Fund — all reported plans
- Pamcah-Ua Local 675 Health And Welfare Plan (plan 501)
- Pamcah-Ua Local 675 Health & Welfare Fund — all reported plans
- Derrickmens Pension Fund, Local 197 (plan 001)
- Bd Of Tr Derrickmens Pension Fund, Local 197 — all reported plans
- Local 147 Construction Workers Retirement Plan (plan 001)
- Local 147 Construction Workers Retirement Plan — all reported plans
- Employers And Cement Masons Local 90 Pension Plan (plan 001)
- Employers And Cement Masons Local 90 Pension Plan — all reported plans
- Glaziers And Glassworkers Local 513 Pension Plan (plan 001)
- Trustees Of Glaziers & Glassworkers Local Union 513 Pension Fund — all reported plans
- Pamcah-Ua Local 675 Health And Welfare Plan (plan 501)
- Pamcah-Ua Local 675 Health And Welfare Plan (plan 501)
- Sheet Metal Workers Local No. 177 Pension Fund (plan 001)
- Trustees - Sheet Metal Workers Local No. 177 Pension Fund — all reported plans
- S.E.I.U. National Industry Pension Fund (plan 001)
- Board Of Trustees Of The S.E.I.U. National Industry Pension Fund — all reported plans
- Seiu Affiliates Officers And Employees Pension Plan (plan 001)
- Bd Of Trustees Seiu Affiliates Officers And Employees Pension Plan — 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
- Form 5500 Schedule C explained
- Methodology
- Data sources