Needles & Associates, 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, Needles & Associates, LLC is reported as a service provider on 32 loaded Form 5500 filing(s) across 31 plan sponsor(s) and 31 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $890,616 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$890,616
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$890,616
Filings
32
Plan sponsors
31
Plans
31
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 Needles & Associates, LLC
SponsorStatePlansReported compensation
Trustees - Mid-South Carpenters Regional Council H&W FundTN1$105,877
Trustees - Iron Workers Mid-South Pension FundTX1$58,528
Trustees - Contractors Health TrustCO1$58,261
Trustees - Colorado Laborers' Health & Welfare Trust Fund For CoCO1$53,835
Trustees Oklahoma Operating Engineers Welfare PlanOK1$41,792
Trustees-Operating Engineers Health And Welfare Trust Fund For ColoradCO1$41,179
Trustees - Iron Workers Pension Trust Fund For ColoradoCO1$39,794
Trustees - U.A. Local Union No. 614 Health And Welfare FundTN1$38,191
Trustees - Arkansas Pipe Trades Health And Welfare FundOK1$37,032
Board Of Trustees - Iron Workers Welfare FundTX1$36,567

State footprint

Plans reporting Needles & Associates, LLC are sponsored in CO (11), TX (5), TN (3), OK (2), WY (2), LA (2), MA (2), MD (1), UT (1), VA (1), DC (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Trustees - Mid-South Carpenters Regional Council H&W FundMid-South Carpenters Regional Council Health & Welfare Fund2023$62,558not reported in the loaded dataset
Trustees - Iron Workers Mid-South Pension FundIron Workers Mid-South Pension Fund2023$58,528not reported in the loaded dataset
Trustees - Contractors Health TrustContractors Health Trust2023$58,261not reported in the loaded dataset
Trustees - Colorado Laborers' Health & Welfare Trust Fund For CoColorado Laborers' Health And Welfare Trust Fund For Colorado2023$53,835not reported in the loaded dataset
Trustees - Mid-South Carpenters Regional Council H&W FundMid-South Carpenters Regional Council Health & Welfare Fund2023$43,319not reported in the loaded dataset
Trustees Oklahoma Operating Engineers Welfare PlanOklahoma Operating Engineers Welfare Plan2023$41,792not reported in the loaded dataset
Trustees-Operating Engineers Health And Welfare Trust Fund For ColoradOperating Engineers Health & Welfare Trust Fund For Colorado2023$41,179not reported in the loaded dataset
Trustees - Iron Workers Pension Trust Fund For ColoradoIron Workers Pension Trust Fund For Colorado2023$39,794not reported in the loaded dataset
Trustees - U.A. Local Union No. 614 Health And Welfare FundU.A. Local Union No. 614 Health And Welfare Fund2023$38,191not reported in the loaded dataset
Trustees - Arkansas Pipe Trades Health And Welfare FundArkansas Pipe Trades Health And Welfare Fund2023$37,032not reported in the loaded dataset
Board Of Trustees - Iron Workers Welfare FundIron Workers Welfare Plan2023$36,567not reported in the loaded dataset
Trustees - Colorado Finishing Trades Health And Welfare FundColorado Finishing Trades Health & Welfare Fund2023$33,703not reported in the loaded dataset
Board Of Trustees - Southwest Health Benefits FundSouthwest Health Benefits Fund2023$28,656not reported in the loaded dataset
Trustees - Oklahoma Iron Workers Direct Contribution Plan And TrustOklahoma Iron Workers Direct Contribution Plan And Trust2023$26,775not reported in the loaded dataset
Trustees-Teamsters Local No. 455 Health And Welfare FundTeamsters Local No. 455 Health And Welfare Fund2023$24,331not reported in the loaded dataset
Trustees - Southwest States Conference Defined Contribution FunSouthwest States Conference Defined Contribution Fund2023$23,856not reported in the loaded dataset
Ugsoa Board Of TrusteesUgsoa Retirement Plan2023$23,053not reported in the loaded dataset
Trustees - Colorado Iron Workers Defined Contribution FundColorado Iron Workers Defined Contribution Fund2023$22,316not reported in the loaded dataset
Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc.Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund2023$20,785not reported in the loaded dataset
Trustees-Colorado Laborers And Prof Service Employees Pension FundColorado Laborers And Professional Service Employees Pension Fund2023$19,555not reported in the loaded dataset
Trustees - Carpenters Local Union No. 345 Pension FundCarpenters Local Union No. 345 Pension Fund2023$18,317not reported in the loaded dataset
Trustees - Colorado Iron Workers Individual Account Trust FundColorado Iron Workers Individual Account Trust Fund2023$18,173not reported in the loaded dataset
Board Of Trustees Of The Cpf Of The Iuoe And Participating EmployersCentral Pension Fund Of The Iuoe & Participating Employers2023$17,926not reported in the loaded dataset
Trustees - Colorado Laborers' Vacation FundColorado Laborers' Vacation Fund2023$17,886not reported in the loaded dataset
Associated General Contractors Of Wyoming Health Benefit PlanAssociated General Contractors Of Wyoming Health Benefit Plan2023$17,696not reported in the loaded dataset
Trustees - Mid-South Iron Workers Direct Contribution FundMid-South Iron Workers Direct Contribution Fund2023$17,679not reported in the loaded dataset
Trustees - Insulators Local Union Number 112 Pension Trust FundInsulators Local Union Number 112 Pension Trust Fund2023$14,333not reported in the loaded dataset
Trustees-Denver Theatrical Stage Emp Lu 7 H&W TrustDenver Theatrical Stage Employees' Lu 7 H&W Trust2023$10,448not reported in the loaded dataset
Intl Painters & Allied Trades Ind. Pension Fund- Board Of TrusteesInternational Painters And Allied Trades Industry Pension Plan2023$7,557not reported in the loaded dataset
Ironworkers Intermountain Health & Welfare TrustIronworkers Intermountain Health & Welfare Trust2023$5,915not reported in the loaded dataset
Local 305 National Post Office Mail Handlers Watchmen MessengersLocal 305 National Post Office Mail Handlers Watchmen Messengers Scholarship Plan2023$5,600not reported in the loaded dataset
Trustees - Ugsoa Health And Welfare FundUgsoa Health And Welfare Trust Fund2023$5,000not reported in the loaded dataset

Related Form 5500 pages