Madison Investment Advisors — 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, Madison Investment Advisors is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $375,201 and reported indirect compensation totals $122,591.
Reported compensation summary
- Reported direct compensation
- $375,201
- Reported indirect compensation
- $122,591
- Total reported compensation
- $497,792
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- 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 |
|---|---|---|---|
| Strand Associates, Inc. | WI | 1 | $124,024 |
| Quad/Graphics, Inc. | WI | 1 | $122,591 |
| Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund | MI | 1 | $75,859 |
| Millwrights' Local 1102 Supplemental Pension Fund | MI | 1 | $62,312 |
| Board Of Trustees, Monterey Peninsula Restaurant And | CA | 1 | $46,014 |
| Board Of Trustees St. Paul Electrical Construction Pension Plan | MN | 1 | $28,675 |
| Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust | MN | 1 | $15,732 |
| Drummond Company, Inc. | AL | 1 | $13,056 |
| Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare | MI | 1 | $9,529 |
State footprint
Plans reporting Madison Investment Advisors are sponsored in MI (3), MN (2), WI (2), AL (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Strand Associates, Inc. | Strand Associates, Inc. Employees Profit Sharing Trust | 2023 | $124,024 | not reported in the loaded dataset |
| Quad/Graphics, Inc. | Quad/Graphics Diversified Plan | 2023 | $0 | $122,591 |
| Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund | Michigan Regional Council Of Carpenters' Annuity Fund | 2023 | $75,859 | not reported in the loaded dataset |
| Millwrights' Local 1102 Supplemental Pension Fund | Millwrights' Local 1102 Supplemental Pension Fund | 2023 | $62,312 | not reported in the loaded dataset |
| Board Of Trustees, Monterey Peninsula Restaurant And | Monterey Peninsula Restaurant And Hotel Pension Fund | 2023 | $46,014 | not reported in the loaded dataset |
| Board Of Trustees St. Paul Electrical Construction Pension Plan | St. Paul Electrical Construction Pension Plan | 2023 | $28,675 | $0 |
| Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust | St. Paul Elec Workers Regular Vacation And Holiday Trust | 2023 | $15,732 | $0 |
| Drummond Company, Inc. | Uswa Drummond Company Pension Agreement | 2023 | $13,056 | not reported in the loaded dataset |
| Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare | Kalamazoo Plumbers & Pipefitters Local Union No. 357 Health & Welfare Benefit Plan | 2023 | $9,529 | not reported in the loaded dataset |
Related Form 5500 pages
- Strand Associates, Inc. Employees Profit Sharing Trust (plan 002)
- Strand Associates, Inc. — all reported plans
- Quad/Graphics Diversified Plan (plan 003)
- Quad/Graphics, Inc. — all reported plans
- Michigan Regional Council Of Carpenters' Annuity Fund (plan 001)
- Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund — all reported plans
- Millwrights' Local 1102 Supplemental Pension Fund (plan 001)
- Millwrights' Local 1102 Supplemental Pension Fund — all reported plans
- Monterey Peninsula Restaurant And Hotel Pension Fund (plan 001)
- Board Of Trustees, Monterey Peninsula Restaurant And — all reported plans
- St. Paul Electrical Construction Pension Plan (plan 001)
- Board Of Trustees St. Paul Electrical Construction Pension Plan — all reported plans
- St. Paul Elec Workers Regular Vacation And Holiday Trust (plan 505)
- Trustees St. Paul Electrical Workers Regular Vacation Holiday Trust — all reported plans
- Uswa Drummond Company Pension Agreement (plan 002)
- Drummond Company, Inc. — all reported plans
- Kalamazoo Plumbers & Pipefitters Local Union No. 357 Health & Welfare Benefit Plan (plan 501)
- Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources