Opus Investment Advisors — 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, Opus Investment Advisors is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $30,507 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$30,507
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$30,507
Filings
2
Plan sponsors
2
Plans
2
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 Opus Investment Advisors
SponsorStatePlansReported compensation
Carpenters Health And Welfare Trust Fund For Northern CaliforniaCA1$16,507
Carpenters Vacation, Holiday, And Sick Leave Trust Fund For Northern CCA1$14,000

State footprint

Plans reporting Opus Investment Advisors are sponsored in CA (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Carpenters Health And Welfare Trust Fund For Northern CaliforniaCarpenters Health And Welfare Trust Fund For California2023$16,507not reported in the loaded dataset
Carpenters Vacation, Holiday, And Sick Leave Trust Fund For Northern CCarpenters Vacation, Holiday, And Sick Leave Trust Fund For Northern California2023$14,000not reported in the loaded dataset

Related Form 5500 pages