Orgel Wealth 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, Orgel Wealth Management is reported as a service provider on 14 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $638,118 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $638,118
- Reported indirect compensation
- $0
- Total reported compensation
- $638,118
- Filings
- 14
- Plan sponsors
- 14
- Plans
- 14
- 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 |
|---|---|---|---|
| Bauer Built, Inc. | WI | 1 | $108,583 |
| Royal Credit Union | WI | 1 | $101,664 |
| Summit Dental Management, S.C. | WI | 1 | $73,569 |
| Black River Memorial Hospital | WI | 1 | $65,921 |
| Markquart, Inc. | WI | 1 | $45,507 |
| Oakleaf Surgical Hospital LLC | WI | 1 | $43,246 |
| Eye Clinic Of Wisconsin, S.C. | WI | 1 | $42,695 |
| Simko Support Center LLC | WI | 1 | $38,225 |
| Mississippi Welders Supply Co., Inc. | MN | 1 | $33,856 |
| Spectrum Insurance Group, LLC | WI | 1 | $31,297 |
State footprint
Plans reporting Orgel Wealth Management are sponsored in WI (12), CO (1), MN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bauer Built, Inc. | Bauer Built Employee 401(K) Benefit Plan | 2023 | $108,583 | not reported in the loaded dataset |
| Royal Credit Union | Royal Credit Union 401(K) Plan | 2023 | $101,664 | not reported in the loaded dataset |
| Summit Dental Management, S.C. | Summit Dental Consulting 401(K) Profit Sharing Plan | 2023 | $73,569 | not reported in the loaded dataset |
| Black River Memorial Hospital | Black River Memorial Hospital Retirement Savings Plan | 2023 | $65,921 | not reported in the loaded dataset |
| Markquart, Inc. | Markquart, Inc. 401(K) Profit Sharing Plan | 2023 | $45,507 | not reported in the loaded dataset |
| Oakleaf Surgical Hospital LLC | Oakleaf Surgical Hospital LLC Profit Sharing Plan | 2023 | $43,246 | not reported in the loaded dataset |
| Eye Clinic Of Wisconsin, S.C. | Eye Clinic Of Wisconsin, S.C. Profit Sharing Plan | 2023 | $42,695 | not reported in the loaded dataset |
| Simko Support Center LLC | Simko Support Center LLC 401(K) Profit Sharing Plan | 2023 | $38,225 | not reported in the loaded dataset |
| Mississippi Welders Supply Co., Inc. | Mississippi Welders Supply Co., Inc. 401(K) Profit Sharing Plan | 2023 | $33,856 | not reported in the loaded dataset |
| Spectrum Insurance Group, LLC | Spectrum Insurance Group, LLC 401(K) Profit Sharing Plan | 2023 | $31,297 | not reported in the loaded dataset |
| Macdonald & Owen Veneer & Lumber Co., Inc. | Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan | 2023 | $25,111 | not reported in the loaded dataset |
| Rands Trucking, Inc. | Rands Trucking, Inc. 401(K) Profit Sharing Plan | 2023 | $17,943 | not reported in the loaded dataset |
| Diversified Management Group, Inc. | Diversified Management Group, Inc. 401(K) Plan | 2023 | $10,501 | not reported in the loaded dataset |
| Vail-Summit Orthopaedics, Pc | Vail-Summit Orthopaedics, Pc 401k Profit Sharing Plan | 2023 | not reported in the loaded dataset | $0 |
Related Form 5500 pages
- Bauer Built Employee 401(K) Benefit Plan (plan 003)
- Bauer Built, Inc. — all reported plans
- Royal Credit Union 401(K) Plan (plan 011)
- Royal Credit Union — all reported plans
- Summit Dental Consulting 401(K) Profit Sharing Plan (plan 001)
- Summit Dental Management, S.C. — all reported plans
- Black River Memorial Hospital Retirement Savings Plan (plan 002)
- Black River Memorial Hospital — all reported plans
- Markquart, Inc. 401(K) Profit Sharing Plan (plan 001)
- Markquart, Inc. — all reported plans
- Oakleaf Surgical Hospital LLC Profit Sharing Plan (plan 001)
- Oakleaf Surgical Hospital LLC — all reported plans
- Eye Clinic Of Wisconsin, S.C. Profit Sharing Plan (plan 001)
- Eye Clinic Of Wisconsin, S.C. — all reported plans
- Simko Support Center LLC 401(K) Profit Sharing Plan (plan 004)
- Simko Support Center LLC — all reported plans
- Mississippi Welders Supply Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Mississippi Welders Supply Co., Inc. — all reported plans
- Spectrum Insurance Group, LLC 401(K) Profit Sharing Plan (plan 001)
- Spectrum Insurance Group, LLC — all reported plans
- Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan (plan 001)
- Macdonald & Owen Veneer & Lumber Co., Inc. — all reported plans
- Rands Trucking, Inc. 401(K) Profit Sharing Plan (plan 001)
- Rands Trucking, Inc. — all reported plans
- Diversified Management Group, Inc. 401(K) Plan (plan 003)
- Diversified Management Group, Inc. — all reported plans
- Vail-Summit Orthopaedics, Pc 401k Profit Sharing Plan (plan 001)
- Vail-Summit Orthopaedics, Pc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources