Monticello Associates — 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, Monticello Associates is reported as a service provider on 5 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $175,042 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $175,042
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $175,042
- Filings
- 5
- Plan sponsors
- 4
- 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 |
|---|---|---|---|
| William Beaumont Hospital | MI | 1 | $116,324 |
| Oakwood Healthcare, Inc. | MI | 2 | $28,339 |
| Columbia College Chicago | IL | 1 | $20,504 |
| The Orchestral Association | IL | 1 | $9,875 |
State footprint
Plans reporting Monticello Associates are sponsored in MI (3), IL (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| William Beaumont Hospital | William Beaumont Hospital Employees' Retirement Plan | 2023 | $116,324 | not reported in the loaded dataset |
| Oakwood Healthcare, Inc. | Oakwood Healthcare, Inc. Cash Balance Plan | 2023 | $22,927 | not reported in the loaded dataset |
| Columbia College Chicago | Columbia College Chicago Pension Plan | 2023 | $20,504 | not reported in the loaded dataset |
| The Orchestral Association | The Orchestral Association Retirement Plan For Administrative Employees | 2023 | $9,875 | not reported in the loaded dataset |
| Oakwood Healthcare, Inc. | Oakwood Healthcare, Inc. Union Cash Balance Plan | 2023 | $5,412 | not reported in the loaded dataset |
Related Form 5500 pages
- William Beaumont Hospital Employees' Retirement Plan (plan 001)
- William Beaumont Hospital — all reported plans
- Oakwood Healthcare, Inc. Cash Balance Plan (plan 003)
- Oakwood Healthcare, Inc. — all reported plans
- Columbia College Chicago Pension Plan (plan 005)
- Columbia College Chicago — all reported plans
- The Orchestral Association Retirement Plan For Administrative Employees (plan 002)
- The Orchestral Association — all reported plans
- Oakwood Healthcare, Inc. Union Cash Balance Plan (plan 004)
- Form 5500 Schedule C explained
- Methodology
- Data sources