Merganser Capital 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, Merganser Capital Management is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,303,991 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$1,303,991
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$1,303,991
Filings
4
Plan sponsors
4
Plans
4
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 Merganser Capital Management
SponsorStatePlansReported compensation
Board Of Trustees Of The Cpf Of The Iuoe And Participating EmployersDC1$1,137,687
Segal Advisors, Inc.IL1$138,924
Elmhurst Memorial HospitalIL1$14,978
Endeavor Health Clinical OperationsIL1$12,402

State footprint

Plans reporting Merganser Capital Management are sponsored in IL (3), DC (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Of The Cpf Of The Iuoe And Participating EmployersCentral Pension Fund Of The Iuoe & Participating Employers2023$1,137,687not reported in the loaded dataset
Segal Advisors, Inc.Fixed Income Group Trust (A Fund Within The Marco Consulting Group Trust I)2023$138,924not reported in the loaded dataset
Elmhurst Memorial HospitalElmhurst Memorial Hospital Retirement Plan2023$14,978not reported in the loaded dataset
Endeavor Health Clinical OperationsNorthshore University Healthsystem Pension Plan2023$12,402not reported in the loaded dataset

Related Form 5500 pages