Investment Performance Services, Ll — 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, Ll is reported as a service provider on 16 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $890,129 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $890,129
- Reported indirect compensation
- $0
- Total reported compensation
- $890,129
- Filings
- 16
- Plan sponsors
- 16
- Plans
- 16
- 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 |
|---|---|---|---|
| Sheet Metal Workers Pension Fund Of Local Union | PA | 1 | $210,000 |
| Trustees Ufcw Local 1262 Pension Fund | NJ | 1 | $175,000 |
| Twu-Westchester Private Bus Lines Pension Trust | NJ | 1 | $85,000 |
| Trustees Of The Upstate New York Bakery Drivers And Industry Pension F | NY | 1 | $80,000 |
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund | FL | 1 | $60,000 |
| Board Of Trustees Usw District 10,Local 286, | PA | 1 | $50,000 |
| Pipefitters Local Union No.537 | MA | 1 | $45,000 |
| Trustees Of Ibew Local 325 Pension Fund | NY | 1 | $42,750 |
| The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def | FL | 1 | $40,000 |
| Board Of Trustees Of The Brick Masons' Pension Trust | CA | 1 | $26,667 |
State footprint
Plans reporting Investment Performance Services, Ll are sponsored in NY (4), DC (2), FL (2), CA (2), NJ (2), PA (2), MD (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sheet Metal Workers Pension Fund Of Local Union | Sheet Metal Workers Pension Fund Of Local Union No. 19 | 2023 | $210,000 | not reported in the loaded dataset |
| Trustees Ufcw Local 1262 Pension Fund | Ufcw Local 1262 & Employers Pension Fund | 2023 | $175,000 | not reported in the loaded dataset |
| Twu-Westchester Private Bus Lines Pension Trust | Twu-Westchester Private Bus Lines Pension Trust | 2023 | $85,000 | $0 |
| Trustees Of The Upstate New York Bakery Drivers And Industry Pension F | Upstate New York Bakery Drivers And Industry Pension Fund | 2023 | $80,000 | $0 |
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund | Sheet Metal Workers Local Union No. 32 Pension Trust Fund | 2023 | $60,000 | not reported in the loaded dataset |
| Board Of Trustees Usw District 10,Local 286, | Usw District 10, Local 286, Pension Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Pipefitters Local Union No.537 | Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan | 2023 | $45,000 | not reported in the loaded dataset |
| Trustees Of Ibew Local 325 Pension Fund | Ibew Local 325 Pension Fund | 2023 | $42,750 | not reported in the loaded dataset |
| The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def | Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan | 2023 | $40,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Brick Masons' Pension Trust | Brick Masons' Pension Trust Fund | 2023 | $26,667 | $0 |
| Board Of Trustees Operating Engineers Local 77 Individual Account Plan | Operating Engineers Local 77 Individual Account Plan | 2023 | $22,500 | not reported in the loaded dataset |
| Ibew Local Union 325 | Ibew Local 325 Annuity Fund | 2023 | $14,250 | not reported in the loaded dataset |
| Ibew 325 Joint Trust Fund | Local 325 Joint Trust Fund | 2023 | $14,250 | $0 |
| Bd Of Trustees Iubac Salaried Empl Pen Plan | Bac - Salaried Employees Pension Plan | 2023 | $10,469 | $0 |
| Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan | Iubac - Local Union Officers & Employees Pension Plan | 2023 | $7,576 | $0 |
| Board Of Trustees Of The Southern California | Southern California Bricklayers Pension Fund | 2023 | $6,667 | $0 |
Related Form 5500 pages
- Sheet Metal Workers Pension Fund Of Local Union No. 19 (plan 001)
- Sheet Metal Workers Pension Fund Of Local Union — all reported plans
- Ufcw Local 1262 & Employers Pension Fund (plan 001)
- Trustees Ufcw Local 1262 Pension Fund — all reported plans
- Twu-Westchester Private Bus Lines Pension Trust (plan 001)
- Twu-Westchester Private Bus Lines Pension Trust — all reported plans
- Upstate New York Bakery Drivers And Industry Pension Fund (plan 001)
- Trustees Of The Upstate New York Bakery Drivers And Industry Pension F — all reported plans
- Sheet Metal Workers Local Union No. 32 Pension Trust Fund (plan 001)
- Sheet Metal Workers Local Union No. 32 Pension Trust Fund — all reported plans
- Usw District 10, Local 286, Pension Plan (plan 001)
- Board Of Trustees Usw District 10,Local 286, — all reported plans
- Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan (plan 002)
- Pipefitters Local Union No.537 — all reported plans
- Ibew Local 325 Pension Fund (plan 001)
- Trustees Of Ibew Local 325 Pension Fund — all reported plans
- Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan (plan 001)
- The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def — all reported plans
- Brick Masons' Pension Trust Fund (plan 001)
- Board Of Trustees Of The Brick Masons' Pension Trust — all reported plans
- Operating Engineers Local 77 Individual Account Plan (plan 001)
- Board Of Trustees Operating Engineers Local 77 Individual Account Plan — all reported plans
- Ibew Local 325 Annuity Fund (plan 002)
- Ibew Local Union 325 — all reported plans
- Local 325 Joint Trust Fund (plan 501)
- Ibew 325 Joint Trust Fund — all reported plans
- Bac - Salaried Employees Pension Plan (plan 001)
- Bd Of Trustees Iubac Salaried Empl Pen Plan — all reported plans
- Iubac - Local Union Officers & Employees Pension Plan (plan 002)
- Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan — all reported plans
- Southern California Bricklayers Pension Fund (plan 002)
- Board Of Trustees Of The Southern California — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources