Quest 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, Quest Investment 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 $755,332 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $755,332
- Reported indirect compensation
- $0
- Total reported compensation
- $755,332
- 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 |
|---|---|---|---|
| Joint Board Of Trustees, Oregon District Foundry Pension Trust | OR | 1 | $144,450 |
| Board Of Trustees, Ufcw Local 555-Employers Health | OR | 1 | $101,442 |
| United Metal Trades Association Of Oregon | OR | 1 | $93,028 |
| Trustees St. Paul Electrical Constructio Workers Supplemental Pension | MN | 1 | $69,492 |
| Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun | WA | 1 | $62,027 |
| Board Of Trustees, Cement Masons And Plasterers Retirement Trust | WA | 1 | $58,105 |
| Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke | MN | 1 | $52,343 |
| Heat And Frost Insulators & Allied Workers Local 36 Health Trustees | OR | 1 | $49,549 |
| Board Of Trustees, Southern California Bakery & | CA | 1 | $31,316 |
| Board Of Trustees, Professional Musicians, Local 47 | CA | 1 | $24,193 |
State footprint
Plans reporting Quest Investment Management are sponsored in OR (6), CA (3), MN (2), WA (2), IN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Joint Board Of Trustees, Oregon District Foundry Pension Trust | Oregon District Foundry Pension Plan | 2023 | $144,450 | $0 |
| Board Of Trustees, Ufcw Local 555-Employers Health | Ufcw Local 555-Employers Health Trust | 2023 | $101,442 | not reported in the loaded dataset |
| United Metal Trades Association Of Oregon | Umta Trust | 2023 | $93,028 | $0 |
| Trustees St. Paul Electrical Constructio Workers Supplemental Pension | St. Paul Electrical Construction Workers Supplemental Pension Plan | 2023 | $69,492 | $0 |
| Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun | South Bay Hotel Employees Restaurant Employees Welfare Fund | 2023 | $62,027 | not reported in the loaded dataset |
| Board Of Trustees, Cement Masons And Plasterers Retirement Trust | Cement Masons And Plasterers Retirement Plan | 2023 | $58,105 | $0 |
| Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke | Retirement Medical Funding Plan For St. Paul Electrical Workers | 2023 | $52,343 | $0 |
| Heat And Frost Insulators & Allied Workers Local 36 Health Trustees | Heat And Frost Insulators And Allied Workers Local 36 Health Trust | 2023 | $49,549 | $0 |
| Board Of Trustees, Southern California Bakery & | Southern California Bakery & Confectionery Union And Industry Welfare Plan | 2023 | $31,316 | $0 |
| Board Of Trustees, Professional Musicians, Local 47 | Professional Musicians, Local 47 And Employers' Health And Welfare Fund | 2023 | $24,193 | not reported in the loaded dataset |
| Cement Masons - Employers Trust | Cement Masons - Employers Health, Welfare And Vacation Plan | 2023 | $21,209 | not reported in the loaded dataset |
| Board Of Trustees, Seiu Local 721 Employee Benefits | Seiu Local 721 Employee Benefits Trust Fund | 2023 | $21,198 | not reported in the loaded dataset |
| Plasterer'S Pension Trust | Operative Plasterers Local No 82 Pension Fund | 2023 | $15,499 | not reported in the loaded dataset |
| Board Of Trustees Of Electrical Workers Benefit Trust Fund | Electrical Workers Benefit Plan | 2023 | $11,481 | $0 |
Related Form 5500 pages
- Oregon District Foundry Pension Plan (plan 001)
- Joint Board Of Trustees, Oregon District Foundry Pension Trust — all reported plans
- Ufcw Local 555-Employers Health Trust (plan 501)
- Board Of Trustees, Ufcw Local 555-Employers Health — all reported plans
- Umta Trust (plan 501)
- United Metal Trades Association Of Oregon — all reported plans
- St. Paul Electrical Construction Workers Supplemental Pension Plan (plan 003)
- Trustees St. Paul Electrical Constructio Workers Supplemental Pension — all reported plans
- South Bay Hotel Employees Restaurant Employees Welfare Fund (plan 501)
- Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun — all reported plans
- Cement Masons And Plasterers Retirement Plan (plan 001)
- Board Of Trustees, Cement Masons And Plasterers Retirement Trust — all reported plans
- Retirement Medical Funding Plan For St. Paul Electrical Workers (plan 504)
- Trustees Retirement Medical Funding Plan For St. Paul Electrical Worke — all reported plans
- Heat And Frost Insulators And Allied Workers Local 36 Health Trust (plan 501)
- Heat And Frost Insulators & Allied Workers Local 36 Health Trustees — all reported plans
- Southern California Bakery & Confectionery Union And Industry Welfare Plan (plan 501)
- Board Of Trustees, Southern California Bakery & — all reported plans
- Professional Musicians, Local 47 And Employers' Health And Welfare Fund (plan 501)
- Board Of Trustees, Professional Musicians, Local 47 — all reported plans
- Cement Masons - Employers Health, Welfare And Vacation Plan (plan 501)
- Cement Masons - Employers Trust — all reported plans
- Seiu Local 721 Employee Benefits Trust Fund (plan 501)
- Board Of Trustees, Seiu Local 721 Employee Benefits — all reported plans
- Operative Plasterers Local No 82 Pension Fund (plan 001)
- Plasterer'S Pension Trust — all reported plans
- Electrical Workers Benefit Plan (plan 501)
- Board Of Trustees Of Electrical Workers Benefit Trust Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources