O'Sullivan Associates, Inc. — 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, O'Sullivan Associates, Inc. is reported as a service provider on 26 loaded Form 5500 filing(s) across 24 plan sponsor(s) and 25 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $869,996 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$869,996
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$869,996
Filings
26
Plan sponsors
24
Plans
25
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 O'Sullivan Associates, Inc.
SponsorStatePlansReported compensation
Trustees Of Teamsters Local No. 469 Pension FundNJ1$76,701
Board Of Trustees Teamsters Local 102 Pension FundNJ1$54,566
Brd Of Trustees-Teamsters Local 671 Health ServicesCT1$53,500
Roofers Local 149 Pension FundMI1$52,837
Board Of Trustees Of Local 138 Pension Trust FundNY1$52,200
Board Of Trustees Of Bakery Drivers Local 802 Welfare FundNY2$51,300
Bd Of Trustees Local 210'S Pension Plan C/O Savasta And CompanyNY1$50,215
Board Of Trustees Of Local 840 I. B. Of T. Pension FundNY1$45,653
Board Of Trustees Insurance Trust Fund Private Sanitation Union LocalNY1$44,500
Board Of Trustees Of I.B. Of T. Welfare Fund - 945NJ1$39,500

State footprint

Plans reporting O'Sullivan Associates, Inc. are sponsored in NY (12), NJ (6), MI (4), CT (1), IA (1), PA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Trustees Of Teamsters Local No. 469 Pension FundTeamsters Local 469 Pension Plan2023$76,701not reported in the loaded dataset
Board Of Trustees Teamsters Local 102 Pension FundTeamsters Local 102 Pension Fund2023$54,566not reported in the loaded dataset
Brd Of Trustees-Teamsters Local 671 Health ServicesTeamsters Local Union No. 671 Health Services And Insurance Plan2023$53,500not reported in the loaded dataset
Roofers Local 149 Pension FundRoofers Local 149 Pension Fund2023$52,837not reported in the loaded dataset
Board Of Trustees Of Local 138 Pension Trust FundLocal 138 Pension Trust Fund2023$52,200not reported in the loaded dataset
Bd Of Trustees Local 210'S Pension Plan C/O Savasta And CompanyLocal 210'S Pension Plan2023$50,215not reported in the loaded dataset
Board Of Trustees Bakery Drivers Local 802 Pension FundBakery Drivers Local 802 Pension Fund2023$45,900not reported in the loaded dataset
Board Of Trustees Of Local 840 I. B. Of T. Pension FundLocal 840 I. B. Of T. Pension Fund2023$45,653not reported in the loaded dataset
Board Of Trustees Insurance Trust Fund Private Sanitation Union LocalInsurance Trust Fund Private Sanitation Union Local 813 I. B. Of T.2023$44,500not reported in the loaded dataset
Board Of Trustees Of I.B. Of T. Welfare Fund - 945Local 945 Ib Of T Welfare Fund2023$39,500not reported in the loaded dataset
Ibew Local 1249 Pension Fund Board Of TrusteesIbew Local 1249 Pension Plan2023$38,700not reported in the loaded dataset
Rochester Laborers' Welfare - Sub Fund Unemployment Benefit FundRochester Laborers' Welfare And Supplemental Unemployment Benefit Fund2023$38,200not reported in the loaded dataset
Joint Board Of Trustees Of The Ua Local 190 Pension PlanUa Local 190 Pension Plan2023$37,912not reported in the loaded dataset
Board Of Trustees Of Laborers 785 Pension PlanLaborers Local 785 Pension Plan2023$32,200not reported in the loaded dataset
Joint Board Of Trustees Of The Ua Local 190 Health & Welfare PlanUa Local 190 Health & Welfare Plan2023$29,400not reported in the loaded dataset
Joint Board Of Trustees Of The Ua Local 190 Medicare Retiree Health &Ua Local 190 Medicare Retiree Health & Welfare Plan2023$29,400not reported in the loaded dataset
Teamsters Local 294 Albany Area Trucking & Allied Industries HealthTeamsters Local 294 Albany Area Trucking & Allied Industries Health & Welfare Fund2023$25,432not reported in the loaded dataset
International Union Of Bricklayers And Allied Craftsmen Local #8 PensiInternational Union Of Bricklayers And Allied Craftsmen Local #8 Pension Plan2023$23,490not reported in the loaded dataset
Teamsters Local 575 Pension FundTeamsters Local 575 Pension Fund2023$22,000not reported in the loaded dataset
Board Of Trustees Teamsters Local No 469 Welfare FundTeamsters Local No. 469 Welfare Plan2023$21,000not reported in the loaded dataset
International Association Of Heat And Frost Insulators And Allied WorkInternational Association Of Heat And Frost Insulators And Allied Workers Local No. 40 Pension Fund2023$19,040not reported in the loaded dataset
Trustees Of Teamsters Local No. 469 Annuity Fund TrustTeamsters Local No. 469 Annuity Fund2023$11,350not reported in the loaded dataset
Teamsters Local 575 Pension FundTeamsters Local 575 Pension Fund2023$7,600not reported in the loaded dataset
Iowa Laborers Health And Welfare FundIowa Laborers Health And Welfare Fund2023$6,800not reported in the loaded dataset
Trustees Of Laborers Int'L Union Of Na Local Union No. 1822 Health CarLaborers Intl Union Of N.A. Local 1822 Health Care Fund2023$6,500not reported in the loaded dataset
Board Of Trustees Of Bakery Drivers Local 802 Welfare FundBakery Drivers Local 802 Welfare Fund2023$5,400not reported in the loaded dataset

Related Form 5500 pages