Karpus Investment Management — 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, Karpus Investment Management is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $535,904 and reported indirect compensation totals $1,675.
Reported compensation summary
- Reported direct compensation
- $535,904
- Reported indirect compensation
- $1,675
- Total reported compensation
- $537,579
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 |
|---|---|---|---|
| Ibew Local No. 86 Pension Fund Board Of Trustees | NY | 1 | $145,185 |
| Kennedy Mechanical Plumbing & Heating, Inc. | NY | 1 | $85,563 |
| Plumbing & Pipefitting Ind Afl | NJ | 1 | $62,995 |
| Rochester Area Construction And Materials Health And Welfare Fund | NY | 1 | $55,739 |
| Trustees Plumbers & Fitters Local Union 295 Welfare Plan | FL | 1 | $51,004 |
| Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | NY | 1 | $45,559 |
| Board Of Trustees, Monterey Peninsula Restaurant And | CA | 1 | $39,090 |
| Laborers' Local #157 Annuity Fund | NY | 1 | $17,499 |
| Laborers' Local 157 Health Benefits Fund | NY | 1 | $12,903 |
| Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund | NY | 1 | $8,612 |
State footprint
Plans reporting Karpus Investment Management are sponsored in NY (9), CA (1), FL (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ibew Local No. 86 Pension Fund Board Of Trustees | Ibew Local No. 86 Pension Fund | 2023 | $145,185 | not reported in the loaded dataset |
| Kennedy Mechanical Plumbing & Heating, Inc. | Kennedy Mechanical Plumbing & Heating, Inc.401(K) Savings Plan | 2023 | $85,563 | not reported in the loaded dataset |
| Plumbing & Pipefitting Ind Afl | Pension Fund Of Local Union No. 274 | 2023 | $62,995 | not reported in the loaded dataset |
| Rochester Area Construction And Materials Health And Welfare Fund | Rochester Area Construction And Materials Health A | 2023 | $55,739 | not reported in the loaded dataset |
| Trustees Plumbers & Fitters Local Union 295 Welfare Plan | Plumbers & Fitters Local Union 295 Welfare Plan | 2023 | $51,004 | not reported in the loaded dataset |
| Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund | 2023 | $45,559 | not reported in the loaded dataset |
| Board Of Trustees, Monterey Peninsula Restaurant And | Monterey Peninsula Restaurant And Hotel Pension Fund | 2023 | $37,415 | $1,675 |
| Laborers' Local #157 Annuity Fund | Laborers' Local #157 Annuity Fund | 2023 | $17,499 | not reported in the loaded dataset |
| Laborers' Local 157 Health Benefits Fund | Laborers' Local 157 Health Benefits Fund | 2023 | $12,903 | not reported in the loaded dataset |
| Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund | Rochester Laborers' Welfare And Supplemental Unemployment Benefit Fund | 2023 | $8,612 | not reported in the loaded dataset |
| Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F | Bricklayers & Allied Craftworkers Local 2, Albany, Ny Health Benefit Fund | 2023 | $6,849 | not reported in the loaded dataset |
| Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd | Bricklayers & Allied Craftsmen Local 2 Annuity Fund | 2023 | $6,581 | not reported in the loaded dataset |
Related Form 5500 pages
- Ibew Local No. 86 Pension Fund (plan 001)
- Ibew Local No. 86 Pension Fund Board Of Trustees — all reported plans
- Kennedy Mechanical Plumbing & Heating, Inc.401(K) Savings Plan (plan 001)
- Kennedy Mechanical Plumbing & Heating, Inc. — all reported plans
- Pension Fund Of Local Union No. 274 (plan 001)
- Plumbing & Pipefitting Ind Afl — all reported plans
- Rochester Area Construction And Materials Health A (plan 501)
- Rochester Area Construction And Materials Health And Welfare Fund — all reported plans
- Plumbers & Fitters Local Union 295 Welfare Plan (plan 501)
- Trustees Plumbers & Fitters Local Union 295 Welfare Plan — all reported plans
- Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund (plan 001)
- Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd — all reported plans
- Monterey Peninsula Restaurant And Hotel Pension Fund (plan 001)
- Board Of Trustees, Monterey Peninsula Restaurant And — all reported plans
- Laborers' Local #157 Annuity Fund (plan 001)
- Laborers' Local #157 Annuity Fund — all reported plans
- Laborers' Local 157 Health Benefits Fund (plan 501)
- Laborers' Local 157 Health Benefits Fund — all reported plans
- Rochester Laborers' Welfare And Supplemental Unemployment Benefit Fund (plan 501)
- Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund — all reported plans
- Bricklayers & Allied Craftworkers Local 2, Albany, Ny Health Benefit Fund (plan 501)
- Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F — all reported plans
- Bricklayers & Allied Craftsmen Local 2 Annuity Fund (plan 002)
- Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources