Martingale Asset Management, L.P. — 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, Martingale Asset Management, L.P. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,274,139 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$2,274,139
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$2,274,139
Filings
3
Plan sponsors
3
Plans
3
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 Martingale Asset Management, L.P.
SponsorStatePlansReported compensation
Martingale Investment Trust Series 1 - Us Low Volatility LargecapMA1$1,963,694
Board Of Trustees Of Operating Engineers Local 101 Pension FundMO1$192,548
Wps Insurance CorporationWI1$117,897

State footprint

Plans reporting Martingale Asset Management, L.P. are sponsored in MA (1), MO (1), WI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Martingale Investment Trust Series 1 - Us Low Volatility LargecapMartingale Investment Trust Series 1 - Us Low Volatility Large Cap2023$1,963,694not reported in the loaded dataset
Board Of Trustees Of Operating Engineers Local 101 Pension FundOperating Engineers Local 101 Pension Fund2023$192,548not reported in the loaded dataset
Wps Insurance CorporationWps Pension Plan2023$117,897not reported in the loaded dataset

Related Form 5500 pages