Insero & Company Cpas, Llp — 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, Insero & Company Cpas, Llp 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 $100,685 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$100.7KDirect + indirect, across loaded filings$100,685
Plans served7
Plan sponsors7
Filings7
Direct vs. indirect compensation
Direct compensation$100.7K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation18%Sutherland Global Services, Inc.
Top state share of plans43%NY
Plan sponsors served7
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Insero & Company Cpas, Llp. Bars show relative scale.

  1. 1
  2. 2
    PA · 1 plan(s)
  3. 3
    FL · 1 plan(s)
  4. 4
    OR · 1 plan(s)
  5. 5
    CA · 1 plan(s)
  6. 6
    NY · 1 plan(s)
  7. 7
Geographic reach

State footprint

Where Insero & Company Cpas, Llp appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NY3 plan(s)
  2. 2
    CA1 plan(s)
  3. 3
    FL1 plan(s)
  4. 4
    OR1 plan(s)
  5. 5
    PA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Insero & Company Cpas, Llp are sponsored, by plan count.

  1. 1
    Rochester, NY2 plan(s)
  2. 2
    San Diego, CA1 plan(s)
  3. 3
    Largo, FL1 plan(s)
  4. 4
    Pittsford, NY1 plan(s)
  5. 5
    Portland, OR1 plan(s)
  6. 6
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Sutherland Global Services, Inc., NY · Direct $18.2K · Indirect $0 · 2023
  2. 2
    Saint Joseph'S University, PA · Direct $17K · 2023
  3. 3
    Conmed Corporation, FL · Direct $16.7K · 2023
  4. 4
    The Reed College, OR · Direct $15.2K · 2023
  5. 5
    Point Loma Nazarene University, CA · Direct $14.5K · 2023
  6. 6
    Century Mold Co., Inc., NY · Direct $12.1K · Indirect $0 · 2023
  7. 7
    Premium Mortgage Corporation, NY · Direct $7K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Insero & Company Cpas, Llp?
Public Form 5500 Schedule C filings report compensation paid to Insero & Company Cpas, Llp as a plan service provider. Across loaded filings, total reported compensation is $100,685.
How many plans report Insero & Company Cpas, Llp as a service provider?
Insero & Company Cpas, Llp appears on 7 loaded plan(s) across 7 sponsor(s).

Related Form 5500 pages