Macquarie Investment Management Adv — 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 Adv 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 $3,060,174 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,060,174
- Reported indirect compensation
- $0
- Total reported compensation
- $3,060,174
- 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 |
|---|---|---|---|
| Honeywell International Inc | NC | 1 | $908,041 |
| Lumen Technologies, Inc. | LA | 1 | $562,395 |
| B/O/T United Association National Pension Fund | VA | 1 | $554,380 |
| The Kroger Co. | OH | 1 | $542,469 |
| Lumen Technologies, Inc. | LA | 1 | $492,889 |
State footprint
Plans reporting Macquarie Investment Management Adv are sponsored in LA (2), NC (1), OH (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Honeywell International Inc | Honeywell Savings And Ownership Plan Master Trust | 2023 | $908,041 | $0 |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Contribution Plan Master | 2023 | $562,395 | $0 |
| B/O/T United Association National Pension Fund | United Association National Pension Fund | 2023 | $554,380 | not reported in the loaded dataset |
| The Kroger Co. | The Kroger Co. Defined Contribution Plan Master Trust | 2023 | $542,469 | $0 |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Benefit Master Trust | 2023 | $492,889 | $0 |
Related Form 5500 pages
- Honeywell Savings And Ownership Plan Master Trust (plan 001)
- Honeywell International Inc — all reported plans
- Centurylink, Inc. Defined Contribution Plan Master (plan 006)
- Lumen Technologies, Inc. — all reported plans
- United Association National Pension Fund (plan 001)
- B/O/T United Association National Pension Fund — all reported plans
- The Kroger Co. Defined Contribution Plan Master Trust (plan 009)
- The Kroger Co. — all reported plans
- Centurylink, Inc. Defined Benefit Master Trust (plan 014)
- Lumen Technologies, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources