National Investment Services — 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, National Investment Services is reported as a service provider on 101 loaded Form 5500 filing(s) across 100 plan sponsor(s) and 101 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $11,756,482 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$11,756,482
Reported indirect compensation
$0
Total reported compensation
$11,756,482
Filings
101
Plan sponsors
100
Plans
101
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 National Investment Services
SponsorStatePlansReported compensation
Southern California Pipe Trades Health & Welfare FundCA1$898,870
Board Of Trustees,Construction Laborers Pension Trust For Southern CaCA1$837,121
Pipefitters Local Union No.537MA1$432,492
Board Of Trustees, Operating Engineers Health AndCA1$424,016
Bd Of Tees Heating, Piping & Refrigeration Pension FundMD1$423,467
Board Of Trustees Of Teamsters Local Union No. 727 Pension PlanIL1$417,124
Local No. 731, I.B. Of T., Pension FundIL1$404,107
Neca-Ibew Pension Trust FundIL1$401,575
Board Of Trustees Painters District Coun No. 30 Pension FundIL1$344,576
Board Of Trustees Of Chicago Painters And Decorators Pension FdIL1$334,319

State footprint

Plans reporting National Investment Services are sponsored in IL (38), MI (13), CA (9), MO (8), IN (4), WI (4), TN (4), NY (4), WV (3), OH (3), FL (2), KY (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Southern California Pipe Trades Health & Welfare FundSouthern California Pipe Trades Health & Welfare F2023$898,870not reported in the loaded dataset
Board Of Trustees,Construction Laborers Pension Trust For Southern CaConstruction Laborers Pension Trust Fund For Southern California2023$837,121not reported in the loaded dataset
Pipefitters Local Union No.537Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan2023$432,492not reported in the loaded dataset
Board Of Trustees, Operating Engineers Health AndOperating Engineers Health And Welfare Fund2023$424,016not reported in the loaded dataset
Bd Of Tees Heating, Piping & Refrigeration Pension FundHeating, Piping And Refrigeration Pension Fd Pension Fund2023$423,467$0
Board Of Trustees Of Teamsters Local Union No. 727 Pension PlanTeamsters Local Union No. 727 Pension Plan2023$417,124not reported in the loaded dataset
Local No. 731, I.B. Of T., Pension FundLocal No. 731, I.B. Of T., Pension Fund2023$404,107not reported in the loaded dataset
Neca-Ibew Pension Trust FundNeca-Ibew Pension Trust Fund2023$401,575$0
Board Of Trustees Painters District Coun No. 30 Pension FundPainters District Council No. 30 Pension Fund2023$344,576not reported in the loaded dataset
Board Of Trustees Of Chicago Painters And Decorators Pension FdChicago Painters And Decorators Pension Fund2023$334,319not reported in the loaded dataset
Board Of Trustees Screen Actors Guild - ProducersScreen Actors Guild - Producers Pension Plan2023$327,615not reported in the loaded dataset
Board Of Trustees, Minneapolis Food DistributingMinneapolis Food Distributing Industry Pension Plan2023$283,885not reported in the loaded dataset
Trustees Of Seiu Local 1 & Participating Employers Pension TrustSeiu Local 1 & Participating Employers Pension Trust2023$258,757not reported in the loaded dataset
Electrical Construction Industry Pension Plan Board Of TrusteesElectrical Construction Industry Pension Plan2023$247,095not reported in the loaded dataset
Board Of Trustees Of United Food & Commercial Wkrs Local 1546 PensionUnited Food And Commercial Workers Local 1546 Pension Plan2023$221,398not reported in the loaded dataset
Board Of Trustees, Southern California Ibew-NecaSouthern California Ibew-Neca Pension Plan2023$196,485not reported in the loaded dataset
Board Of Trustees Of Administrative District Council No. 1 Welfare FunAdministrative District Council 1 Welfare Fund2023$184,109not reported in the loaded dataset
Intl Union Of Operating Engrs Local Unions 181 320 Welfare TrustIntl Union Of Operating Engrs Local Unions 181, 320 Welfare Trust Fund2023$172,231not reported in the loaded dataset
Joint Board Of Trustees Plumbers & Pipefitters Local UnionsPlumbers & Pipefitters Local Unions 502 & 633 Pens2023$169,608not reported in the loaded dataset
Board Of Trustees, Laborers Health & Wel Trust Fd For Southern CaliforLaborers Health & Welfare Trust Fund For Southern California2023$168,850not reported in the loaded dataset
Board Of Trustees Of I.B.E.W. Local 25 401k FundI. B. E. W. Local 25 401k Fund2023$168,547not reported in the loaded dataset
Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513Annuity Fund Of Operating Engineers Local 5132023$164,416not reported in the loaded dataset
Board Of Trustees Of The Sheet Metal Workers 73 Pension FundSheet Metal Workers' Local 73 Pension Fund2023$162,636not reported in the loaded dataset
Board Of Trustees Of Chicago Area Ib Of T Pension Trust FundChicago Area Ib Of T Pension Trust Fund2023$158,203not reported in the loaded dataset
Board Of Trustees Of The S.E.I.U. National Industry Pension FundS.E.I.U. National Industry Pension Fund2023$156,526not reported in the loaded dataset
Trustees Of Wisconsin Laborers' Pension FundWisconsin Laborers' Pension Fund2023$155,552$0
Board Of Trustees,Construction Laborers Annuity Plan For Southern CalConstruction Laborers Annuity Plan For Southern California2023$152,466not reported in the loaded dataset
Board Of Trustees Of Pension Fund Of Operating Engineers Local 513Pension Fund Of Operating Engineers Local 5132023$130,810not reported in the loaded dataset
Board Of Trustees Of The National Asbestos Workers Pension FundNational Asbestos Workers Pension Fund2023$124,175not reported in the loaded dataset
Plumbers Local 98 Defined Benefit Pension FundPlumbers Local No 98 Defined Benefit Pension Fund2023$124,031not reported in the loaded dataset
Trustees Of Plumbers & Pipefitters Local 502 & 633 Health & Welfare TrPlumbers & Pipefitters Locals 502 & 633 Health & W2023$119,071not reported in the loaded dataset
Trustees Of Ufcw Local 1546 Food Handlers Welfare FundUfcw Local 1546 Food Handlers Welfare Fund2023$114,102not reported in the loaded dataset
Southern California Pipe Trades Pensioners & Surviving Spouses HealthSouthern California Pipe Trades Pensioners & Surviving Spouses Health Fund2023$102,575not reported in the loaded dataset
Trustees Of The Fox Valley Const Workers PensionFox Valley & Vicinity Construction Workers Pension Fund2023$99,713$0
Trustees Chicago Painters And Decorators Welfare FundChicago Painters And Decorators Welfare Fund2023$94,766not reported in the loaded dataset
Board Of Trust Of The Annuity Fd Of The Electrical Industry Of LiAnnuity Fd Of The Electrical Industry Of Long Island2023$93,963not reported in the loaded dataset
Board Of Trustees Of Chicago Area Ib Of T Health & Welfare FundChicago Area Ib Of T Health And Welfare Plan2023$88,071not reported in the loaded dataset
Trustees Of Roofers Unions Welfare Trust FundRoofers Unions Welfare Trust Fund2023$87,205not reported in the loaded dataset
Joint Board Plumbers & Pipefitters Local Union No. 333 PensionPlumbers And Pipefitters Local Union No 333 Pension Fund2023$86,999not reported in the loaded dataset
Plumbers Local No. 8 Pension PlanPlumbers Local No. 8 Pension Plan2023$84,879not reported in the loaded dataset
Teamsters Local Union No. 727 Health And Welfare FundTeamsters Local Union No. 727 Health And Welfare P2023$83,960not reported in the loaded dataset
Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension FundPlumbers And Pipefitters Local Union No. 572 Pension Fund2023$82,993not reported in the loaded dataset
Board Of Trustees, 701 Pension FundIbew Local 701 Pension Fund2023$79,287not reported in the loaded dataset
Trustees Of Soft Drink Industry Pension FundSoft Drink Industry Pension Fund2023$78,026not reported in the loaded dataset
Welfare Fund Of Engineers Local Union 513Welfare Fund Of Engineers Local 5132023$76,269not reported in the loaded dataset
Trustees Of Local 703, I.B. Of T., Grocery & Food Employees' Pension PLocal 703, I.B Of T., Grocery & Food Employees' Pension Plan2023$75,678not reported in the loaded dataset
Ironworkers St Louis District Council Welfare PlanIron Workers St. Louis District Council Welfare Plan2023$72,992not reported in the loaded dataset
Ctdu - Pension FundCtdu - Pension Fund2023$72,691not reported in the loaded dataset
Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 PensionUnited Assn Of Journeymen Plumbers & Pipefitters Local 357 Pension Plan2023$60,593not reported in the loaded dataset
Trustees Of Structural Iron Workers Local 1 Welfare FundStructural Iron Workers Local 1 Welfare Fund2023$57,384not reported in the loaded dataset

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