Sage Advisory Services, Ltd. Co. — 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. Co. is reported as a service provider on 23 loaded Form 5500 filing(s) across 23 plan sponsor(s) and 23 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,425,862 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,425,862
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,425,862
- Filings
- 23
- Plan sponsors
- 23
- Plans
- 23
- 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 |
|---|---|---|---|
| Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k | NJ | 1 | $180,744 |
| Board Of Trustees Graphics Comm. Int'L Union | NY | 1 | $147,677 |
| Bd Of Tees Of Steamfitters Lu 420 Welfare Plan | PA | 1 | $146,753 |
| Hitachi High-Tech America, Inc. | IL | 1 | $134,949 |
| Uaw Retirees Of Mack Trucks Health Benefit Fund | DC | 1 | $94,301 |
| Ibew Lu 654 Pension Fund Trustees | NJ | 1 | $91,648 |
| Bot Of Resilient Floor Covering Pension Fund | CA | 1 | $80,871 |
| Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio | NY | 1 | $77,947 |
| Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust | DC | 1 | $70,381 |
| Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund | NY | 1 | $51,189 |
State footprint
Plans reporting Sage Advisory Services, Ltd. Co. are sponsored in NY (6), DC (5), NJ (3), PA (2), IL (2), TX (1), IN (1), MN (1), PR (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k | Elevator Constructors Union Local 1 Annuity And 401k Fund | 2023 | $180,744 | not reported in the loaded dataset |
| Board Of Trustees Graphics Comm. Int'L Union | Graphic Communications Int'L Union Local 119b Ny Printers League Pension Fund | 2023 | $147,677 | not reported in the loaded dataset |
| Bd Of Tees Of Steamfitters Lu 420 Welfare Plan | Steamfitters Local Union No. 420 Welfare Plan | 2023 | $146,753 | not reported in the loaded dataset |
| Hitachi High-Tech America, Inc. | Hitachi High-Tech America, Inc. Retirement Plan | 2023 | $134,949 | not reported in the loaded dataset |
| Uaw Retirees Of Mack Trucks Health Benefit Fund | Uaw Retirees Of Mack Trucks Health Benefit Fund | 2023 | $94,301 | not reported in the loaded dataset |
| Ibew Lu 654 Pension Fund Trustees | I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan | 2023 | $91,648 | not reported in the loaded dataset |
| Bot Of Resilient Floor Covering Pension Fund | Resilient Floor Covering Pension Fund | 2023 | $80,871 | not reported in the loaded dataset |
| Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio | Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio | 2023 | $77,947 | not reported in the loaded dataset |
| Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust | Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust | 2023 | $70,381 | not reported in the loaded dataset |
| Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund | International Union Of Operating Engineers Local 14-14b Welfare Fd | 2023 | $51,189 | not reported in the loaded dataset |
| Board Of Trustees Of Steamfitters Lu 420 Pension Plan | Steamfitters Local Union No. 420 Pension Plan | 2023 | $49,077 | not reported in the loaded dataset |
| Metro - Ila Fringe Benefit Fund | Metro-Ila Fringe Benefit Fund | 2023 | $46,910 | not reported in the loaded dataset |
| Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee | Uaw Retirees Of The Dana Corporation Health And Welfare Trust | 2023 | $46,436 | not reported in the loaded dataset |
| Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d | Welfare Fund Of The Iuoe Local Unions 15, 15a, 15c 15d, Afl-Cio | 2023 | $33,514 | not reported in the loaded dataset |
| Board Of Trustees Of Lake County Indiana Neca-Ibew Benefit Plan | Lake County Indiana Neca-Ibew Health And Benefit Plan | 2023 | $32,099 | not reported in the loaded dataset |
| Robins Kaplan Llp | Robins Kaplan Llp Cash Balance Pension Plan | 2023 | $29,011 | not reported in the loaded dataset |
| Uaw St. Joseph Retirees Health & Welfare Trust Committee | Uaw St. Joseph Retirees Health & Welfare Trust | 2023 | $26,568 | not reported in the loaded dataset |
| Cooperativa De Seguros Multiples De Puerto Rico | Plan De Pensiones Cooperativa De Seguros Multiples | 2023 | $23,924 | not reported in the loaded dataset |
| Cahill Gordon & Reindel Llp | Cahill Gordon & Reindel Llp Pension Plan | 2023 | $22,444 | not reported in the loaded dataset |
| Construction & General Laborers' Local 190 Pension Fund | Construction & General Laborers' Local 190 Pension Fund | 2023 | $14,412 | not reported in the loaded dataset |
| Texas Medical Liability Trust | Texas Medical Liability Trust Cash Balance Plan | 2023 | $13,471 | not reported in the loaded dataset |
| Uaw Retirees Of Acc Benefit Trust Committee | Uaw Retirees Of Acc Benefit Trust | 2023 | $6,524 | not reported in the loaded dataset |
| Rcm Industries, Inc. | Rcm Industries, Inc. Defined Benefit Pension Plan | 2023 | $5,012 | not reported in the loaded dataset |
Related Form 5500 pages
- Elevator Constructors Union Local 1 Annuity And 401k Fund (plan 001)
- Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k — all reported plans
- Graphic Communications Int'L Union Local 119b Ny Printers League Pension Fund (plan 001)
- Board Of Trustees Graphics Comm. Int'L Union — all reported plans
- Steamfitters Local Union No. 420 Welfare Plan (plan 501)
- Bd Of Tees Of Steamfitters Lu 420 Welfare Plan — all reported plans
- Hitachi High-Tech America, Inc. Retirement Plan (plan 001)
- Hitachi High-Tech America, Inc. — all reported plans
- Uaw Retirees Of Mack Trucks Health Benefit Fund (plan 501)
- Uaw Retirees Of Mack Trucks Health Benefit Fund — all reported plans
- I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan (plan 001)
- Ibew Lu 654 Pension Fund Trustees — all reported plans
- Resilient Floor Covering Pension Fund (plan 001)
- Bot Of Resilient Floor Covering Pension Fund — all reported plans
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio (plan 001)
- Board Of Trustees Annuity Fund Iuoe Local 15, 15a, 15c, 15d Afl-Cio — all reported plans
- Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust (plan 501)
- Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust — all reported plans
- International Union Of Operating Engineers Local 14-14b Welfare Fd (plan 501)
- Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund — all reported plans
- Steamfitters Local Union No. 420 Pension Plan (plan 001)
- Board Of Trustees Of Steamfitters Lu 420 Pension Plan — all reported plans
- Metro-Ila Fringe Benefit Fund (plan 501)
- Metro - Ila Fringe Benefit Fund — all reported plans
- Uaw Retirees Of The Dana Corporation Health And Welfare Trust (plan 501)
- Uaw Retirees Of The Dana Corp. Health And Welfare Trust Committee — all reported plans
- Welfare Fund Of The Iuoe Local Unions 15, 15a, 15c 15d, Afl-Cio (plan 501)
- Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d — all reported plans
- Lake County Indiana Neca-Ibew Health And Benefit Plan (plan 501)
- Board Of Trustees Of Lake County Indiana Neca-Ibew Benefit Plan — all reported plans
- Robins Kaplan Llp Cash Balance Pension Plan (plan 026)
- Robins Kaplan Llp — all reported plans
- Uaw St. Joseph Retirees Health & Welfare Trust (plan 501)
- Uaw St. Joseph Retirees Health & Welfare Trust Committee — all reported plans
- Plan De Pensiones Cooperativa De Seguros Multiples (plan 001)
- Cooperativa De Seguros Multiples De Puerto Rico — all reported plans
- Cahill Gordon & Reindel Llp Pension Plan (plan 001)
- Cahill Gordon & Reindel Llp — all reported plans
- Construction & General Laborers' Local 190 Pension Fund (plan 001)
- Construction & General Laborers' Local 190 Pension Fund — all reported plans
- Texas Medical Liability Trust Cash Balance Plan (plan 003)
- Texas Medical Liability Trust — all reported plans
- Uaw Retirees Of Acc Benefit Trust (plan 501)
- Uaw Retirees Of Acc Benefit Trust Committee — all reported plans
- Rcm Industries, Inc. Defined Benefit Pension Plan (plan 001)
- Rcm Industries, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources