Lockton Investment — 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, Lockton Investment is reported as a service provider on 4 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 $70,448 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $70,448
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $70,448
- Filings
- 4
- 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 |
|---|---|---|---|
| Manhattan Associates | GA | 1 | $30,000 |
| Phelps Dunbar, Llp | LA | 1 | $22,774 |
| Adacel Systems Inc. | FL | 1 | $17,674 |
State footprint
Plans reporting Lockton Investment are sponsored in FL (1), GA (1), LA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Manhattan Associates | Manhattan Associates 401(K) Plan & Trust | 2023 | $30,000 | not reported in the loaded dataset |
| Adacel Systems Inc. | Adacel Systems Inc. Retirement Plan | 2023 | $17,674 | not reported in the loaded dataset |
| Phelps Dunbar, Llp | Phelps Dunbar, Llp Savings And Retirement Plan | 2023 | $11,593 | not reported in the loaded dataset |
| Phelps Dunbar, Llp | Phelps Dunbar, Llp Savings And Retirement Plan | 2023 | $11,181 | not reported in the loaded dataset |
Related Form 5500 pages
- Manhattan Associates 401(K) Plan & Trust (plan 001)
- Manhattan Associates — all reported plans
- Adacel Systems Inc. Retirement Plan (plan 003)
- Adacel Systems Inc. — all reported plans
- Phelps Dunbar, Llp Savings And Retirement Plan (plan 001)
- Phelps Dunbar, Llp — all reported plans
- Phelps Dunbar, Llp Savings And Retirement Plan (plan 001)
- Form 5500 Schedule C explained
- Methodology
- Data sources