Karpus Management, Inc. — 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 Management, Inc. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $293,614 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $293,614
- Reported indirect compensation
- $0
- Total reported compensation
- $293,614
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 Mcasf Local 725 Pension Trust Fund | FL | 1 | $196,194 |
| Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund | FL | 1 | $49,088 |
| Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan | FL | 1 | $48,332 |
State footprint
Plans reporting Karpus Management, Inc. are sponsored in FL (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Mcasf Local 725 Pension Trust Fund | Mcasf Local 725 Pension Plan | 2023 | $196,194 | $0 |
| Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund | Mcasf Local 725 Health And Welfare Trust Fund | 2023 | $49,088 | $0 |
| Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan | Mcasf Local 725 Defined Contribution Retirement Plan | 2023 | $48,332 | $0 |
Related Form 5500 pages
- Mcasf Local 725 Pension Plan (plan 001)
- Board Of Trustees Mcasf Local 725 Pension Trust Fund — all reported plans
- Mcasf Local 725 Health And Welfare Trust Fund (plan 501)
- Board Of Trustees Mcasf Local 725 Health And Welfare Trust Fund — all reported plans
- Mcasf Local 725 Defined Contribution Retirement Plan (plan 003)
- Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources