Madison Investment Advisors, LLC — 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, LLC 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 $450,825 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$450,825
Reported indirect compensation
$0
Total reported compensation
$450,825
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

Plan sponsors reporting the most compensation to Madison Investment Advisors, LLC
SponsorStatePlansReported compensation
Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-CioNY1$187,704
Trustees St. Paul Electrical Workers Health PlanMN1$121,340
Trustees Retirement Medical Funding Plan For St. Paul Electrical WorkeMN1$101,066
Atlanta Plumbers & Steamfitters H&W FundFL1$20,799
Bradford White CorporationPA1$19,916

State footprint

Plans reporting Madison Investment Advisors, LLC are sponsored in MN (2), FL (1), NY (1), PA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-CioAnnuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio2023$187,704$0
Trustees St. Paul Electrical Workers Health PlanSt. Paul Electrical Workers' Health Plan2023$121,340$0
Trustees Retirement Medical Funding Plan For St. Paul Electrical WorkeRetirement Medical Funding Plan For St. Paul Electrical Workers2023$101,066$0
Atlanta Plumbers & Steamfitters H&W FundAtlanta Plumbers & Steamfitters H&W Fund2023$20,799not reported in the loaded dataset
Bradford White CorporationBradford White Corporation Uaw Retirement Income Plan2023$19,916not reported in the loaded dataset

Related Form 5500 pages