Delaware 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, Delaware Investments is reported as a service provider on 8 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $755,496 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$755,496
Reported indirect compensation
$0
Total reported compensation
$755,496
Filings
8
Plan sponsors
7
Plans
8
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

Plan sponsors reporting the most compensation to Delaware Investments
SponsorStatePlansReported compensation
Engineers Agc PensionWA1$199,197
Board Of TrusteesNY1$182,071
Credit Human Federal Credit UnionTX1$178,650
Idaho Operating Engineers-Employers PensWA1$134,988
Roofers Local No. 20 Pension PlanMO1$60,590
Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. FundMI1$0
Senior Operations LLCIL2$0

State footprint

Plans reporting Delaware Investments are sponsored in IL (2), WA (2), MI (1), MO (1), NY (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Engineers Agc PensionEngineers Agc Pension Plan Of The Inland Empire2023$199,197not reported in the loaded dataset
Board Of TrusteesNew York Hotel Trades Council And Hotel Association Of New York City, Inc. Pension Fund2023$182,071not reported in the loaded dataset
Credit Human Federal Credit UnionRetirement Plan And Trust For Employees Of Credit Human Federal Credit Union2023$178,650not reported in the loaded dataset
Idaho Operating Engineers-Employers PensIdaho Operating Engineers Employers Pension Plan2023$134,988not reported in the loaded dataset
Roofers Local No. 20 Pension PlanRoofers Local No. 20 Pension Plan2023$60,590not reported in the loaded dataset
Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. FundSheet Metal Workers Local No. 292 Supplemental Unemployment Benefit Fund2023$0$0
Senior Operations LLCSenior Operations LLC Retirement Plan2023$0$0
Senior Operations LLCSenior Operations LLC Pension Plan For Hourly Employees At Burbank, Ca Represented By Uaw Local 5092023$0$0

Related Form 5500 pages