Macquarie 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, Macquarie Investment Management is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,479,201 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,479,201
- Reported indirect compensation
- $0
- Total reported compensation
- $1,479,201
- Filings
- 5
- Plan sponsors
- 5
- 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 |
|---|---|---|---|
| Lincoln National Corporation | PA | 1 | $680,380 |
| Trustees Of Teamsters Union No. 142 Pension Fund | IN | 1 | $369,145 |
| Munson Healthcare | MI | 1 | $238,943 |
| Lincoln National Life Insurance Company | PA | 1 | $103,230 |
| Owens Corning | OH | 1 | $87,503 |
State footprint
Plans reporting Macquarie Investment Management are sponsored in PA (2), IN (1), MI (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lincoln National Corporation | Lincoln National Corporation Employees Retirement Trust | 2023 | $680,380 | not reported in the loaded dataset |
| Trustees Of Teamsters Union No. 142 Pension Fund | Teamsters Union No. 142 Pension Fund | 2023 | $369,145 | $0 |
| Munson Healthcare | Munson Retirement Plan | 2023 | $238,943 | $0 |
| Lincoln National Life Insurance Company | Agents Retirement Plan Of The Lincoln National Life Insurance Company | 2023 | $103,230 | not reported in the loaded dataset |
| Owens Corning | Owens Corning Merged Retirement Plan | 2023 | $87,503 | $0 |
Related Form 5500 pages
- Lincoln National Corporation Employees Retirement Trust (plan 002)
- Lincoln National Corporation — all reported plans
- Teamsters Union No. 142 Pension Fund (plan 001)
- Trustees Of Teamsters Union No. 142 Pension Fund — all reported plans
- Munson Retirement Plan (plan 002)
- Munson Healthcare — all reported plans
- Agents Retirement Plan Of The Lincoln National Life Insurance Company (plan 004)
- Lincoln National Life Insurance Company — all reported plans
- Owens Corning Merged Retirement Plan (plan 001)
- Owens Corning — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources