Portfolio Advisors, 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, Portfolio Advisors, LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $702,455 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $702,455
- Reported indirect compensation
- $0
- Total reported compensation
- $702,455
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Laborers' District Council Construction Industry Pension Fund | PA | 1 | $495,022 |
| Teamsters Local 830 Pension Plan | PA | 1 | $158,911 |
| Lyondell Chemical Company | TX | 1 | $48,522 |
State footprint
Plans reporting Portfolio Advisors, LLC are sponsored in PA (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | 2023 | $495,022 | not reported in the loaded dataset |
| Teamsters Local 830 Pension Plan | Teamsters Local 830 Pension Plan | 2023 | $158,911 | $0 |
| Lyondell Chemical Company | Lyondellbasell Master Trust | 2023 | $48,522 | $0 |
Related Form 5500 pages
- Laborers' District Council Construction Industry Pension Fund (plan 001)
- Laborers' District Council Construction Industry Pension Fund — all reported plans
- Teamsters Local 830 Pension Plan (plan 001)
- Teamsters Local 830 Pension Plan — all reported plans
- Lyondellbasell Master Trust (plan 009)
- Lyondell Chemical Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources