Investment Performance 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, Investment Performance Services is reported as a service provider on 87 loaded Form 5500 filing(s) across 79 plan sponsor(s) and 87 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,677,295 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $6,677,295
- Reported indirect compensation
- $0
- Total reported compensation
- $6,677,295
- Filings
- 87
- Plan sponsors
- 79
- Plans
- 87
- 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, Pension Trust Fund For Operating | CA | 1 | $415,708 |
| Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust | DC | 1 | $385,087 |
| Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 2 | $342,500 |
| Board Of Trustees, Felra & Ufcw Pension | MD | 1 | $269,282 |
| Board Of Trustees, Southern California Ibew-Neca | CA | 1 | $254,625 |
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | PA | 1 | $245,000 |
| Laborers Local Union No. 158 Pension Fund | PA | 1 | $232,417 |
| Plumbers And Steamfitters 486 Pension Fund Board Of Trustees | MD | 1 | $210,000 |
| Board Of Trustees Of The Eastern | MD | 1 | $188,929 |
| Board Of Trustees Of The National Asbestos Workers Pension Fund | FL | 1 | $175,000 |
State footprint
Plans reporting Investment Performance Services are sponsored in MD (19), PA (18), CA (9), NY (7), DC (6), TX (4), TN (4), FL (4), AL (3), NJ (2), GA (2), LA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees, Pension Trust Fund For Operating | Pension Trust Fund For Operating Engineers | 2023 | $415,708 | $0 |
| Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust | Teamsters Local 639 - Employers Pension Trust Fund | 2023 | $385,087 | $0 |
| Board Of Trustees, Felra & Ufcw Pension | Felra & Ufcw Pension Plan | 2023 | $269,282 | not reported in the loaded dataset |
| Board Of Trustees, Southern California Ibew-Neca | Southern California Ibew-Neca Pension Plan | 2023 | $254,625 | not reported in the loaded dataset |
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware | 2023 | $245,000 | not reported in the loaded dataset |
| Laborers Local Union No. 158 Pension Fund | Laborers Local Union No. 158 Pension Plan | 2023 | $232,417 | $0 |
| Plumbers And Steamfitters 486 Pension Fund Board Of Trustees | Plumbers And Steamfitters Local 486 Pension Fund | 2023 | $210,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Eastern | Eastern Shore Teamsters Pension Fund | 2023 | $188,929 | not reported in the loaded dataset |
| Board Of Trustees Of The National Asbestos Workers Pension Fund | National Asbestos Workers Pension Fund | 2023 | $175,000 | not reported in the loaded dataset |
| Central Pennsylvania Teamsters Pension Fund, Trustees | Central Pennsylvania Teamsters Defined Benefit Plan | 2023 | $171,250 | not reported in the loaded dataset |
| Central Pennsylvania Teamsters Pension Fund, Trustees | Central Pennsylvania Teamsters Retirement Income Plan 1987 | 2023 | $171,250 | not reported in the loaded dataset |
| Board Of Trustees - Marc Pension Plan | Mid-Atlantic Regional Council Of Carpenters' Pension Plan | 2023 | $168,750 | not reported in the loaded dataset |
| A.F.Of L.-A.G.C. Building Trades Pension | A.F.Of L.-A.G.C. Building Trades Pension Plan | 2023 | $153,437 | not reported in the loaded dataset |
| Board Of Trustees Ufcw-Giant Variable Annuity Fund | Ufcw-Giant Variable Annuity Fund | 2023 | $131,920 | not reported in the loaded dataset |
| Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees | Sprinkler Industry Supplemental Pension Fund | 2023 | $131,250 | not reported in the loaded dataset |
| Board Of Trustees, New Orleans Employers International Longshoremen'S | New Orleans Employers-International Longshoremen'S Association,Afl-Cio,Pension Plan | 2023 | $125,000 | $0 |
| Brd Of Ttees Ufcw Local One Pension Fund | Ufcw Local One Pension Fund | 2023 | $125,000 | not reported in the loaded dataset |
| Trustees Of Teamsters Local No. 469 Pension Fund | Teamsters Local 469 Pension Plan | 2023 | $115,417 | $0 |
| Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F | Warehouse Employees Union Local No. 730 Pension Trust Fund | 2023 | $108,750 | not reported in the loaded dataset |
| Board Of Trustees, Northern California Tile Industry | Northern California Tile Industry Defined Benefit Pension Plan | 2023 | $107,074 | $0 |
| Maritime Association - I.L.A. Pension Fund | The Maritime Association - I.L.A. Pension Fund | 2023 | $105,132 | not reported in the loaded dataset |
| Brd Of Trustees Oe 37 Pension Fund | Operating Engineers Local No 37 Pension Fund | 2023 | $102,475 | not reported in the loaded dataset |
| Teamsters Local 830 Pension Plan | Teamsters Local 830 Pension Plan | 2023 | $100,000 | not reported in the loaded dataset |
| International Association Of Firefighters | International Association Of Firefighters Staff Representatives Pension Plan | 2023 | $97,750 | $0 |
| Bac Local No. 1 Washington Pension Trust | Bac Local No. 1 Washington Pension Trust | 2023 | $97,500 | not reported in the loaded dataset |
| Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee | Bricklayers & Trowel Trades International Pension Fund | 2023 | $94,455 | $0 |
| Board Of Trustees, Ironworkers Local #16 Pension Plan | Ironworkers Local #16 Pension Plan | 2023 | $93,750 | not reported in the loaded dataset |
| Board Of Trustees | Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund | 2023 | $87,500 | not reported in the loaded dataset |
| Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste | Operative Plasterers & Cement Masons Officers & Employees Pension Fund | 2023 | $85,000 | not reported in the loaded dataset |
| Board Of Trustees, B.A.C. Local No. 3 Pension Trust | B.A.C. Local No. 3 Pension Plan | 2023 | $82,500 | not reported in the loaded dataset |
| Bd Of Trustees Of The Smw Annuity Fund | Sheet Metal Workers Annuity Fund Local Union No. 19 | 2023 | $82,500 | not reported in the loaded dataset |
| Board Of Trustees Southern Ironworkers Pension Fund | Southern Ironworkers Pension Fund | 2023 | $81,123 | not reported in the loaded dataset |
| Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension | Milk Drivers And Dairy Employees Local 246 Pension Fund | 2023 | $78,750 | not reported in the loaded dataset |
| Board Of Trustees Plumbers And Steamfitters Local 60 Pension Fund | Plumbers And Steamfitters Local 60 Pension Fund | 2023 | $75,516 | not reported in the loaded dataset |
| Hollow Metal Pension Fund | Hollow Metal Pension Fund | 2023 | $62,500 | not reported in the loaded dataset |
| Bricklayers And Trowel Trades International Pension Fund | Bricklayers And Trowel Trades Int'L Retirement Savings Plan | 2023 | $58,375 | not reported in the loaded dataset |
| The Board Of Trustees Of The Maritime Assoc. - I.L.A Retirement Plan | Maritime Association - I.L.A. Retirement Fund | 2023 | $56,216 | not reported in the loaded dataset |
| Board Of Trustees, B.A.C. Local 3 Pension Trust Fund | B.A.C. Local No. 3 Defined Contribution Pension Plan | 2023 | $53,750 | not reported in the loaded dataset |
| Pipe & Refrigeration Fitters Local 537 | Pipefitters Union Local No. 537 Pension Fund | 2023 | $51,000 | not reported in the loaded dataset |
| Asbestos Workers Local 42 Pension Fund | Asbestos Workers Local 42 Pension Fund | 2023 | $50,000 | not reported in the loaded dataset |
| Apartment Employees' Pension Trust | Apartment Employees' Pension Trust | 2023 | $50,000 | not reported in the loaded dataset |
| International Union Of Operating Engineers Welfare Fund Of East. Pa & | International Union Of Operating Engineers Welfare Fund Of Eastern Pennsylvania And Delaware | 2023 | $50,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Felra And Ufcw Veba Fund | Felra And Ufcw Veba Fund | 2023 | $50,000 | not reported in the loaded dataset |
| Brd Of Trustees Oe 37 S&A Fund | Operating Engineers Local No 37 Severance & Annuity Fund | 2023 | $50,000 | not reported in the loaded dataset |
| International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl | International Union Of Operating Engineers Joint Annuity Fund Of Eastern Pennsylvania And Delaware | 2023 | $50,000 | not reported in the loaded dataset |
| Board Of Trustees Bricklayers Allied Craftsmen Pension Plan | Bricklayers Allied Craftsmen Pension Plan Local No 3 | 2023 | $49,908 | not reported in the loaded dataset |
| Board Of Trustees Teamsters Local 830 Retirement Savings Plan | Teamsters Local 830 Retirement Savings Plan | 2023 | $48,750 | not reported in the loaded dataset |
| National Auto Sprinkler Welfare Fund Joint Board Of Trustees | National Automatic Sprinkler Industry Welfare Fund | 2023 | $47,500 | not reported in the loaded dataset |
| Plumbers And Steamfitters Local 486 Medical Fund Board Of Trustees | Plumbers And Steamfitters Local #486 Medical Fund | 2023 | $43,714 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Local 639 Employers Health Trust Fund | Teamsters Local 639 - Employers Health Trust Fund | 2023 | $41,495 | not reported in the loaded dataset |
Related Form 5500 pages
- Pension Trust Fund For Operating Engineers (plan 001)
- Board Of Trustees, Pension Trust Fund For Operating — all reported plans
- Teamsters Local 639 - Employers Pension Trust Fund (plan 001)
- Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust — all reported plans
- Felra & Ufcw Pension Plan (plan 001)
- Board Of Trustees, Felra & Ufcw Pension — all reported plans
- Southern California Ibew-Neca Pension Plan (plan 001)
- Board Of Trustees, Southern California Ibew-Neca — all reported plans
- International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware (plan 001)
- International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De — all reported plans
- Laborers Local Union No. 158 Pension Plan (plan 001)
- Laborers Local Union No. 158 Pension Fund — all reported plans
- Plumbers And Steamfitters Local 486 Pension Fund (plan 001)
- Plumbers And Steamfitters 486 Pension Fund Board Of Trustees — all reported plans
- Eastern Shore Teamsters Pension Fund (plan 001)
- Board Of Trustees Of The Eastern — all reported plans
- National Asbestos Workers Pension Fund (plan 001)
- Board Of Trustees Of The National Asbestos Workers Pension Fund — all reported plans
- Central Pennsylvania Teamsters Defined Benefit Plan (plan 001)
- Central Pennsylvania Teamsters Pension Fund, Trustees — all reported plans
- Central Pennsylvania Teamsters Retirement Income Plan 1987 (plan 009)
- Mid-Atlantic Regional Council Of Carpenters' Pension Plan (plan 001)
- Board Of Trustees - Marc Pension Plan — all reported plans
- A.F.Of L.-A.G.C. Building Trades Pension Plan (plan 001)
- A.F.Of L.-A.G.C. Building Trades Pension — all reported plans
- Ufcw-Giant Variable Annuity Fund (plan 001)
- Board Of Trustees Ufcw-Giant Variable Annuity Fund — all reported plans
- Sprinkler Industry Supplemental Pension Fund (plan 001)
- Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees — all reported plans
- New Orleans Employers-International Longshoremen'S Association,Afl-Cio,Pension Plan (plan 001)
- Board Of Trustees, New Orleans Employers International Longshoremen'S — all reported plans
- Ufcw Local One Pension Fund (plan 001)
- Brd Of Ttees Ufcw Local One Pension Fund — all reported plans
- Teamsters Local 469 Pension Plan (plan 001)
- Trustees Of Teamsters Local No. 469 Pension Fund — all reported plans
- Warehouse Employees Union Local No. 730 Pension Trust Fund (plan 001)
- Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F — all reported plans
- Northern California Tile Industry Defined Benefit Pension Plan (plan 001)
- Board Of Trustees, Northern California Tile Industry — all reported plans
- The Maritime Association - I.L.A. Pension Fund (plan 001)
- Maritime Association - I.L.A. Pension Fund — all reported plans
- Operating Engineers Local No 37 Pension Fund (plan 001)
- Brd Of Trustees Oe 37 Pension Fund — all reported plans
- Teamsters Local 830 Pension Plan (plan 001)
- Teamsters Local 830 Pension Plan — all reported plans
- International Association Of Firefighters Staff Representatives Pension Plan (plan 002)
- International Association Of Firefighters — all reported plans
- Bac Local No. 1 Washington Pension Trust (plan 001)
- Bac Local No. 1 Washington Pension Trust — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources