Newton Investment 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, Newton Investment Management is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,847,238 and reported indirect compensation totals $41,009.
Reported compensation summary
- Reported direct compensation
- $1,847,238
- Reported indirect compensation
- $41,009
- Total reported compensation
- $1,888,247
- Filings
- 15
- Plan sponsors
- 14
- Plans
- 15
- 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 |
|---|---|---|---|
| Trustees Of I.B. Of T. Union Local 710 Pension Fund | IL | 1 | $575,760 |
| Board Of Trustees Waterfront Employers - Ila Pension Plan | SC | 1 | $343,327 |
| Board Of Trustees, U.A. Union Local No. 290 Plumber, | OR | 1 | $153,927 |
| Sheet Metal Workers Local No. 17 Annuity Income Fund | MA | 1 | $132,402 |
| Revlon Consumer Products LLC | NY | 1 | $113,725 |
| Revlon Consumer Products LLC | NY | 2 | $113,725 |
| Rockwell Automation, Inc. | WI | 1 | $106,410 |
| Board Of Trustees Of The Painting Industry Annuity Fund | NY | 1 | $97,756 |
| Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 | MO | 1 | $69,567 |
| Joint Board Of Trustees Bricklayer Pension Trust Fund | MI | 1 | $68,056 |
State footprint
Plans reporting Newton Investment Management are sponsored in NY (6), MA (1), MI (1), MO (1), OR (1), PA (1), SC (1), UT (1), IL (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Of I.B. Of T. Union Local 710 Pension Fund | International Brotherhood Of Teamsters Union Local 710 Pension Fund | 2023 | $575,760 | $0 |
| Board Of Trustees Waterfront Employers - Ila Pension Plan | Waterfront Employers - Ila Pension Plan | 2023 | $343,327 | $0 |
| Board Of Trustees, U.A. Union Local No. 290 Plumber, | U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan | 2023 | $153,927 | $0 |
| Sheet Metal Workers Local No. 17 Annuity Income Fund | Sheet Metal Workers Local 17 Annuity Income Fund | 2023 | $132,402 | $0 |
| Revlon Consumer Products LLC | Macandrews & Forbes Incorporated Master Trust | 2023 | $113,725 | not reported in the loaded dataset |
| Rockwell Automation, Inc. | Rockwell Automation Pension Plan | 2023 | $106,410 | not reported in the loaded dataset |
| Board Of Trustees Of The Painting Industry Annuity Fund | Painting Industry Annuity Fund | 2023 | $97,756 | not reported in the loaded dataset |
| Revlon Consumer Products LLC | Revlon Employees' Retirement Plan | 2023 | $92,371 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 | Pension Fund Of Operating Engineers Local 513 | 2023 | $69,567 | not reported in the loaded dataset |
| Joint Board Of Trustees Bricklayer Pension Trust Fund | Bricklayers' Pension Trust Fund-Metropolitan Area | 2023 | $27,047 | $41,009 |
| Fox Corporation | Fox Master Trust | 2023 | $62,343 | $0 |
| Ppl Services Corporation | Ppl Employee Group Health And Insurance Plan | 2023 | $31,004 | not reported in the loaded dataset |
| Revlon Consumer Products LLC | The Revlon-Uaw Pension Plan | 2023 | $21,354 | not reported in the loaded dataset |
| Deseret Mutual Benefit Administrators | Deseret Healthcare Employee Benefits Plan | 2023 | $15,042 | not reported in the loaded dataset |
| Brd Of Ttees Ufcw Local One Pension Fund | Ufcw Local One Pension Fund | 2023 | $5,203 | not reported in the loaded dataset |
Related Form 5500 pages
- International Brotherhood Of Teamsters Union Local 710 Pension Fund (plan 001)
- Trustees Of I.B. Of T. Union Local 710 Pension Fund — all reported plans
- Waterfront Employers - Ila Pension Plan (plan 001)
- Board Of Trustees Waterfront Employers - Ila Pension Plan — all reported plans
- U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan (plan 502)
- Board Of Trustees, U.A. Union Local No. 290 Plumber, — all reported plans
- Sheet Metal Workers Local 17 Annuity Income Fund (plan 003)
- Sheet Metal Workers Local No. 17 Annuity Income Fund — all reported plans
- Macandrews & Forbes Incorporated Master Trust (plan 001)
- Revlon Consumer Products LLC — all reported plans
- Rockwell Automation Pension Plan (plan 002)
- Rockwell Automation, Inc. — all reported plans
- Painting Industry Annuity Fund (plan 001)
- Board Of Trustees Of The Painting Industry Annuity Fund — all reported plans
- Revlon Employees' Retirement Plan (plan 001)
- Revlon Consumer Products LLC — all reported plans
- Pension Fund Of Operating Engineers Local 513 (plan 001)
- Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 — all reported plans
- Bricklayers' Pension Trust Fund-Metropolitan Area (plan 001)
- Joint Board Of Trustees Bricklayer Pension Trust Fund — all reported plans
- Fox Master Trust (plan 003)
- Fox Corporation — all reported plans
- Ppl Employee Group Health And Insurance Plan (plan 501)
- Ppl Services Corporation — all reported plans
- The Revlon-Uaw Pension Plan (plan 065)
- Deseret Healthcare Employee Benefits Plan (plan 501)
- Deseret Mutual Benefit Administrators — all reported plans
- Ufcw Local One Pension Fund (plan 001)
- Brd Of Ttees Ufcw Local One Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources