Congress Asset Management Company — 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 Company is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,320,159 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,320,159
- Reported indirect compensation
- $0
- Total reported compensation
- $1,320,159
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio | NY | 1 | $716,045 |
| Joint Pension Fund Local Union 164 Ibew | NJ | 1 | $280,032 |
| Board Of Trustees, Minneapolis Food Distributing | MN | 1 | $91,086 |
| Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio | NY | 1 | $90,960 |
| Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r | NY | 1 | $76,119 |
| Joint Welfare Fund Local Union 164 Ibew | NJ | 1 | $59,864 |
| Hsta Voluntary Employees' Beneficiary Association Trust | HI | 1 | $6,053 |
State footprint
Plans reporting Congress Asset Management Company are sponsored in NY (3), NJ (2), HI (1), MN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio | Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio | 2023 | $716,045 | $0 |
| Joint Pension Fund Local Union 164 Ibew | Joint Pension Fund Local Union Ibew | 2023 | $280,032 | not reported in the loaded dataset |
| Board Of Trustees, Minneapolis Food Distributing | Minneapolis Food Distributing Industry Pension Plan | 2023 | $91,086 | not reported in the loaded dataset |
| Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio | Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio | 2023 | $90,960 | $0 |
| Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r | I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r | 2023 | $76,119 | $0 |
| Joint Welfare Fund Local Union 164 Ibew | Joint Welfare Fund Of Local Union 164 Ibew | 2023 | $59,864 | not reported in the loaded dataset |
| Hsta Voluntary Employees' Beneficiary Association Trust | Voluntary Employees Beneficiary Trust | 2023 | $6,053 | $0 |
Related Form 5500 pages
- Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio (plan 501)
- Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio — all reported plans
- Joint Pension Fund Local Union Ibew (plan 001)
- Joint Pension Fund Local Union 164 Ibew — all reported plans
- Minneapolis Food Distributing Industry Pension Plan (plan 001)
- Board Of Trustees, Minneapolis Food Distributing — all reported plans
- Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio (plan 001)
- Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio — all reported plans
- I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r (plan 001)
- Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r — all reported plans
- Joint Welfare Fund Of Local Union 164 Ibew (plan 501)
- Joint Welfare Fund Local Union 164 Ibew — all reported plans
- Voluntary Employees Beneficiary Trust (plan 505)
- Hsta Voluntary Employees' Beneficiary Association Trust — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources