Sage Advisory Services — 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, Sage Advisory Services is reported as a service provider on 22 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 22 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,180,168 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $2,180,168
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $2,180,168
- Filings
- 22
- Plan sponsors
- 20
- Plans
- 22
- 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 |
|---|---|---|---|
| Paul Weiss Rifkind Wharton & Garrison Llp | NY | 2 | $552,479 |
| Nintendo Of America Inc. | WA | 1 | $264,089 |
| Trustees Of Ohio Carpenters' Pension Plan | MI | 1 | $244,253 |
| Local 365 Uaw Pension Fund | NJ | 1 | $156,638 |
| Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees | NJ | 1 | $146,202 |
| Board Of Trustees, San Francisco Lithographers | CA | 1 | $143,829 |
| Ethos Group, Inc. | TX | 1 | $127,943 |
| Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund | NJ | 1 | $102,045 |
| Joint Board Of Trustees Ohio Carpenters' Health Fund | MI | 1 | $87,976 |
| The Building Industry Electrical Contractors Association, Inc. | NY | 2 | $73,252 |
State footprint
Plans reporting Sage Advisory Services are sponsored in NY (5), NJ (4), TN (2), MI (2), IL (2), TX (1), CA (1), WA (1), DE (1), FL (1), MD (1), MO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Paul Weiss Rifkind Wharton & Garrison Llp | Paul Weiss Rifkind Wharton & Garrison Llp Employees' Pension & Retirement Plan | 2023 | $377,491 | not reported in the loaded dataset |
| Nintendo Of America Inc. | Nintendo Of America Inc. Defined Benefit Retirement Plan | 2023 | $264,089 | not reported in the loaded dataset |
| Trustees Of Ohio Carpenters' Pension Plan | Ohio Carpenters' Pension Plan | 2023 | $244,253 | not reported in the loaded dataset |
| Paul Weiss Rifkind Wharton & Garrison Llp | Paul Weiss Rifkind Wharton & Garrison Llp Partners' Defined Benefit Pension Plan | 2023 | $174,988 | not reported in the loaded dataset |
| Local 365 Uaw Pension Fund | Local 365 Uaw Pension Fund | 2023 | $156,638 | not reported in the loaded dataset |
| Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees | Joint Pension Fund Of Local Union No 102 | 2023 | $146,202 | not reported in the loaded dataset |
| Board Of Trustees, San Francisco Lithographers | San Francisco Lithographers Pension Trust | 2023 | $143,829 | not reported in the loaded dataset |
| Ethos Group, Inc. | Ethos Group 401(K) Plan | 2023 | $127,943 | not reported in the loaded dataset |
| Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund | Local Union 400 I.B.E.W. Pension Plan | 2023 | $102,045 | not reported in the loaded dataset |
| Joint Board Of Trustees Ohio Carpenters' Health Fund | Ohio Carpenters' Health Plan | 2023 | $87,976 | not reported in the loaded dataset |
| Trustees Of The Smart Local 265 Welfare Fund | Smart Local 265 Welfare Fund | 2023 | $56,955 | not reported in the loaded dataset |
| Teamsters Industrial Employees Pension Fund | Teamsters Industrial Employees Pension Fund | 2023 | $44,513 | not reported in the loaded dataset |
| The Building Industry Electrical Contractors Association, Inc. | Electrician'S Retirement Fund | 2023 | $36,982 | not reported in the loaded dataset |
| The Building Industry Electrical Contractors Association, Inc. | Building Trades Annuity Benefit Fund | 2023 | $36,270 | not reported in the loaded dataset |
| Board Of Trustees, Gastronomical Workers Lc 610 & Mha Pension Fund | Gastronomical Workers Union Local 610 And Metropolitan Association Pension Fund | 2023 | $32,318 | not reported in the loaded dataset |
| Oneoncology, LLC | Oneoncology Cash Balance Pension Plan | 2023 | $29,460 | not reported in the loaded dataset |
| Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund | Roofers Local No. 74/ No. 203 Pension Plan | 2023 | $26,088 | not reported in the loaded dataset |
| True Value Company | True Value Company Defined Lump Sum Pension Plan | 2023 | $24,306 | not reported in the loaded dataset |
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund | Sheet Metal Workers Local Union No. 32 Pension Trust Fund | 2023 | $21,892 | not reported in the loaded dataset |
| Board Of Trustees Of Plumbers & Pipefitters Lu 74 Welfare Fund | Plumbers & Pipefitters Lu No 74 Welfare Fund | 2023 | $21,822 | not reported in the loaded dataset |
| Trustees - Sheet Metal Workers Local No. 177 Pension Fund | Sheet Metal Workers Local No. 177 Pension Fund | 2023 | $15,505 | not reported in the loaded dataset |
| Schnuck Markets, Inc. | Schnuck Markets, Inc. Profit Sharing Plan | 2023 | $8,603 | not reported in the loaded dataset |
Related Form 5500 pages
- Paul Weiss Rifkind Wharton & Garrison Llp Employees' Pension & Retirement Plan (plan 001)
- Paul Weiss Rifkind Wharton & Garrison Llp — all reported plans
- Nintendo Of America Inc. Defined Benefit Retirement Plan (plan 002)
- Nintendo Of America Inc. — all reported plans
- Ohio Carpenters' Pension Plan (plan 001)
- Trustees Of Ohio Carpenters' Pension Plan — all reported plans
- Paul Weiss Rifkind Wharton & Garrison Llp Partners' Defined Benefit Pension Plan (plan 005)
- Local 365 Uaw Pension Fund (plan 001)
- Local 365 Uaw Pension Fund — all reported plans
- Joint Pension Fund Of Local Union No 102 (plan 001)
- Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees — all reported plans
- San Francisco Lithographers Pension Trust (plan 001)
- Board Of Trustees, San Francisco Lithographers — all reported plans
- Ethos Group 401(K) Plan (plan 001)
- Ethos Group, Inc. — all reported plans
- Local Union 400 I.B.E.W. Pension Plan (plan 001)
- Int'L Brotherhood Of Elect. Workers Local Union 400 Pension Fund — all reported plans
- Ohio Carpenters' Health Plan (plan 501)
- Joint Board Of Trustees Ohio Carpenters' Health Fund — all reported plans
- Smart Local 265 Welfare Fund (plan 501)
- Trustees Of The Smart Local 265 Welfare Fund — all reported plans
- Teamsters Industrial Employees Pension Fund (plan 001)
- Teamsters Industrial Employees Pension Fund — all reported plans
- Electrician'S Retirement Fund (plan 001)
- The Building Industry Electrical Contractors Association, Inc. — all reported plans
- Building Trades Annuity Benefit Fund (plan 002)
- Gastronomical Workers Union Local 610 And Metropolitan Association Pension Fund (plan 001)
- Board Of Trustees, Gastronomical Workers Lc 610 & Mha Pension Fund — all reported plans
- Oneoncology Cash Balance Pension Plan (plan 002)
- Oneoncology, LLC — all reported plans
- Roofers Local No. 74/ No. 203 Pension Plan (plan 001)
- Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund — all reported plans
- True Value Company Defined Lump Sum Pension Plan (plan 125)
- True Value Company — all reported plans
- Sheet Metal Workers Local Union No. 32 Pension Trust Fund (plan 001)
- Sheet Metal Workers Local Union No. 32 Pension Trust Fund — all reported plans
- Plumbers & Pipefitters Lu No 74 Welfare Fund (plan 501)
- Board Of Trustees Of Plumbers & Pipefitters Lu 74 Welfare Fund — all reported plans
- Sheet Metal Workers Local No. 177 Pension Fund (plan 001)
- Trustees - Sheet Metal Workers Local No. 177 Pension Fund — all reported plans
- Schnuck Markets, Inc. Profit Sharing Plan (plan 001)
- Schnuck Markets, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources