Sage Advisory Services Ltd — 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 Ltd is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $497,416 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$497,416
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$497,416
Filings
7
Plan sponsors
6
Plans
7
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 Sage Advisory Services Ltd
SponsorStatePlansReported compensation
Guadalupe Valley Telephone Cooperative, Inc.TX2$232,269
Scholle Ipn CorporationIL1$119,220
Navistar, Inc.IL1$73,000
Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension FundDE1$50,059
Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4MI1$16,809
Trustees Of Local 754 And Tampa Police Benevolent AssociationFL1$6,059

State footprint

Plans reporting Sage Advisory Services Ltd are sponsored in IL (2), TX (2), DE (1), FL (1), MI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Guadalupe Valley Telephone Cooperative, Inc.Guadalupe Valley Telephone Cooperative, Inc. Retirement And Security Program2023$219,658not reported in the loaded dataset
Scholle Ipn CorporationScholle Corporation Employees' Retirement Plan2023$119,220not reported in the loaded dataset
Navistar, Inc.Navistar, Inc. Retiree Health Benefit And Life Insurance Plan2023$73,000not reported in the loaded dataset
Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension FundPlumbers & Pipefitters Local Union No. 74 Pension Fund2023$50,059not reported in the loaded dataset
Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4Flint Area Sheet Metal Workers Local 7-4 Pension Fund2023$16,809not reported in the loaded dataset
Guadalupe Valley Telephone Cooperative, Inc.Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan2023$12,611not reported in the loaded dataset
Trustees Of Local 754 And Tampa Police Benevolent AssociationTampa Firefighters And Police Officers Employees Helath Plan2023$6,059not reported in the loaded dataset

Related Form 5500 pages