Insperity Retirement Services — 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, Insperity Retirement Services is reported as a service provider on 21 loaded Form 5500 filing(s) across 19 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,079,957 and reported indirect compensation totals $58,155.

Reported compensation summary

Reported direct compensation
$7,079,957
Reported indirect compensation
$58,155
Total reported compensation
$7,138,112
Filings
21
Plan sponsors
19
Plans
20
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 Insperity Retirement Services
SponsorStatePlansReported compensation
Insperity Holdings, Inc.TX2$6,960,415
Sbux Management Associates, LLCIN1$73,419
Winn-Marion Barber, LLCCO1$41,399
Ids International Group LLCVA1$16,756
National Grid Renewables Development, LLCMN1$10,123
Sp Vessel Buyer LLCFL1$7,945
Fmc Practice Services, LLCMA1$4,388
Amarok, LLCSC1$3,975
M2gen, Corp.FL1$2,963
Pacific Cardiovascular Associates Medical Group, Inc.CA1$2,613

State footprint

Plans reporting Insperity Retirement Services are sponsored in CA (6), TX (3), FL (2), MA (1), MN (1), NY (1), RI (1), SC (1), TN (1), VA (1), CO (1), IN (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Insperity Holdings, Inc.Insperity 401k Plan2023$6,791,312not reported in the loaded dataset
Insperity Holdings, Inc.Insperity Corporate 401k Plan2023$169,103not reported in the loaded dataset
Sbux Management Associates, LLCSbux Management Associates, LLC 401(K) Plan2023$73,419not reported in the loaded dataset
Winn-Marion Barber, LLCWm 401(K) Plan2023not reported in the loaded dataset$32,189
Ids International Group LLCIds International 401(K) Plan2023not reported in the loaded dataset$16,756
National Grid Renewables Development, LLCNational Grid Renewables Development, LLC 401(K) Plan2023$10,123not reported in the loaded dataset
Winn-Marion Barber, LLCWm 401(K) Plan2023not reported in the loaded dataset$9,210
Sp Vessel Buyer LLCSp Vessel Buyer LLC 401(K) Plan2023$7,945not reported in the loaded dataset
Fmc Practice Services, LLCFmc Practice Services, LLC 401(K) Savings Plan2023$4,388not reported in the loaded dataset
Amarok, LLCAmarok, LLC 401(K) Profit Sharing Plan2023$3,975not reported in the loaded dataset
M2gen, Corp.M2gen 401(K) Plan2023$2,963not reported in the loaded dataset
Pacific Cardiovascular Associates Medical Group, Inc.Pacific Cardiovascular Associates Medical Group, Inc. 401(K) Savings Plus Plan2023$2,613not reported in the loaded dataset
Promex Industries, Inc.Promex Industries, Inc. 401(K) Plan2023$2,606not reported in the loaded dataset
Rxvantage, Inc.Rxvantage, Inc. 401(K) Plan2023$2,457not reported in the loaded dataset
Nicholas Bagshaw CompanyThe Thornhill Companies 401(K) Plan2023$2,363not reported in the loaded dataset
Stemline Therapeutics, Inc.Stemline Therapeutics, Inc. 401(K) Plan2023$2,300not reported in the loaded dataset
Sherwood Design Engineers, LtdSherwood Design Engineers 401(K) Profit Sharing Plan2023$1,163not reported in the loaded dataset
Tunein, Inc.Tunein, Inc. 401(K) Plan2023$1,125not reported in the loaded dataset
Atrium Insight Inc.Atrium Insight Inc. 401(K)2023$962not reported in the loaded dataset
Specialized Dental Partners, LLCSpecialized Dental Partners 401(K) Plan2023$890not reported in the loaded dataset
Sumo Group, Inc.Sumo Group, Inc. 401(K) Plan2023$250not reported in the loaded dataset

Related Form 5500 pages