Lockton Retirement 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, Lockton Retirement Services is reported as a service provider on 5 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $128,144 and reported indirect compensation totals $63,310.
Reported compensation summary
- Reported direct compensation
- $128,144
- Reported indirect compensation
- $63,310
- Total reported compensation
- $191,454
- Filings
- 5
- Plan sponsors
- 4
- Plans
- 5
- 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 |
|---|---|---|---|
| Allete, Inc. & Affiliated Companies | MN | 2 | $95,344 |
| Shaw Industries Group, Inc. | GA | 1 | $63,310 |
| Bcd Travel Usa LLC | GA | 1 | $22,500 |
| Hersha Hospitality Management, L.P. | PA | 1 | $10,300 |
State footprint
Plans reporting Lockton Retirement Services are sponsored in GA (2), MN (2), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Allete, Inc. & Affiliated Companies | Allete & Affiliated Companies Retirement Plan C | 2023 | $70,804 | not reported in the loaded dataset |
| Shaw Industries Group, Inc. | Shaw Industries Group, Inc. Retirement Savings Plan | 2023 | $0 | $63,310 |
| Allete, Inc. & Affiliated Companies | Allete And Affiliated Companies Retirement Plan B | 2023 | $24,540 | not reported in the loaded dataset |
| Bcd Travel Usa LLC | Bcd Travel Usa LLC Profit Sharing Retirement Plan | 2023 | $22,500 | not reported in the loaded dataset |
| Hersha Hospitality Management, L.P. | The Hersha Hospitality Management 401(K) Plan | 2023 | $10,300 | not reported in the loaded dataset |
Related Form 5500 pages
- Allete & Affiliated Companies Retirement Plan C (plan 005)
- Allete, Inc. & Affiliated Companies — all reported plans
- Shaw Industries Group, Inc. Retirement Savings Plan (plan 002)
- Shaw Industries Group, Inc. — all reported plans
- Allete And Affiliated Companies Retirement Plan B (plan 003)
- Bcd Travel Usa LLC Profit Sharing Retirement Plan (plan 001)
- Bcd Travel Usa LLC — all reported plans
- The Hersha Hospitality Management 401(K) Plan (plan 001)
- Hersha Hospitality Management, L.P. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources