Schulte Roth & Zabel Llp — 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, Schulte Roth & Zabel Llp is reported as a service provider on 27 loaded Form 5500 filing(s) across 21 plan sponsor(s) and 27 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,398,364 and reported indirect compensation totals $55,829.
Reported compensation summary
- Reported direct compensation
- $7,398,364
- Reported indirect compensation
- $55,829
- Total reported compensation
- $7,454,193
- Filings
- 27
- Plan sponsors
- 21
- Plans
- 27
- 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 Trustees-Legacy Plan Of The National Retirement Fund | NY | 2 | $1,637,478 |
| Board Of Trustees,Construction Laborers Pension Trust For Southern Ca | CA | 1 | $1,605,717 |
| Trustees Of The Amalgamated Retail Retirement Fund | NY | 1 | $1,363,510 |
| Bd Of Trustee-Amalgamated National Health Fund | NY | 1 | $796,441 |
| Trustees Of Iue- Cwa Afl-Cio Pension Fund | PA | 1 | $684,507 |
| Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re | NY | 2 | $354,546 |
| Board Of Trustees Of The National Plus Plan | RI | 1 | $237,149 |
| Board Of Trustees Of 1199seiu Nbf Health And Human Service Employees | NY | 1 | $180,000 |
| Board Of Trustees Consolidated Retirement Fund | NY | 1 | $124,244 |
| Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension | IL | 1 | $60,824 |
State footprint
Plans reporting Schulte Roth & Zabel Llp are sponsored in NY (13), MN (5), IL (3), MD (2), PA (2), CA (1), RI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees,Construction Laborers Pension Trust For Southern Ca | Construction Laborers Pension Trust Fund For Southern California | 2023 | $1,605,717 | not reported in the loaded dataset |
| Bd Of Trustees-Legacy Plan Of The National Retirement Fund | Legacy Plan Of The National Retirement Fund | 2023 | $1,578,729 | not reported in the loaded dataset |
| Trustees Of The Amalgamated Retail Retirement Fund | Amalgamated Retail Retirement Fund | 2023 | $1,363,510 | not reported in the loaded dataset |
| Bd Of Trustee-Amalgamated National Health Fund | Amalgamated National Health Fund | 2023 | $796,441 | not reported in the loaded dataset |
| Trustees Of Iue- Cwa Afl-Cio Pension Fund | Iue-Cwa Pension Plan | 2023 | $684,507 | not reported in the loaded dataset |
| Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re | Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United | 2023 | $259,250 | not reported in the loaded dataset |
| Board Of Trustees Of The National Plus Plan | National Plus Plan | 2023 | $237,149 | not reported in the loaded dataset |
| Board Of Trustees Of 1199seiu Nbf Health And Human Service Employees | 1199seiu National Benefit Fund For Health & Human Service Employees | 2023 | $180,000 | not reported in the loaded dataset |
| Board Of Trustees Consolidated Retirement Fund | Consolidated Retirement Plan | 2023 | $124,244 | not reported in the loaded dataset |
| Laundry, Dry Cleaning Workers & Allied Industries Health Fund, Workers | Laundry, Dry Cleaning Workers & Allied Industries Health Fund, Workers United | 2023 | $95,296 | not reported in the loaded dataset |
| Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension | Ufcw Int'L Union-Albertsons Variable Annuity Pension Fund | 2023 | $60,824 | not reported in the loaded dataset |
| Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund | Ufcw And Safeway Variable Annuity Pension Fund | 2023 | $58,812 | not reported in the loaded dataset |
| Bd Of Trustees-Adjustable Plan Of The National Retirement Fund | Adjustable Plan Of The National Retirement Fund | 2023 | $58,749 | not reported in the loaded dataset |
| Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan | Nhca And Affiliates Retirement And Savings Plan | 2023 | $0 | $55,829 |
| Ufcw Union & Participating Food Industry Tri-State Pension Fund | Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund | 2023 | $53,494 | not reported in the loaded dataset |
| Iac Inc. | Iac Inc. Retirement Savings Plan | 2023 | $52,009 | not reported in the loaded dataset |
| Laundry & Dry Cleaning Workers Education & Legal Assistance Fund, Work | Laundry And Dry Cleaning Workers, Education And Legal Assistance Fund Workers United | 2023 | $47,631 | not reported in the loaded dataset |
| Aon Investments Usa, Inc. | Aon Return Enhancing Alternatives Portfolio Sp (A Segregated Portfolio Of Aon Alternatives Fund Spc, A Cayman Islands Exempted Company) | 2023 | $41,587 | not reported in the loaded dataset |
| Bard College | Bard College/Simons Rock 403(B) Plan | 2023 | $38,625 | not reported in the loaded dataset |
| Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund | The Retirement Plan Of The Amalgamated Insurance Fund | 2023 | $16,608 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Capital Fund, Lp | 2023 | $7,756 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio A | 2023 | $7,530 | not reported in the loaded dataset |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $7,269 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Liquid Alpha Fund, L.P. | 2023 | $6,100 | not reported in the loaded dataset |
| Aon Investments Usa, Inc. | Aon Opportunistic Credit Portfolio Sp (A Segregated Portfolio Of Aon Alternatives Fund Spc, A Cayman Islands Exempted Company) | 2023 | $5,531 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Equity Plus Fund, Lp | 2023 | $5,498 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Fixed Income Plus Fund, L.P. | 2023 | $5,498 | not reported in the loaded dataset |
Related Form 5500 pages
- Construction Laborers Pension Trust Fund For Southern California (plan 001)
- Board Of Trustees,Construction Laborers Pension Trust For Southern Ca — all reported plans
- Legacy Plan Of The National Retirement Fund (plan 001)
- Bd Of Trustees-Legacy Plan Of The National Retirement Fund — all reported plans
- Amalgamated Retail Retirement Fund (plan 001)
- Trustees Of The Amalgamated Retail Retirement Fund — all reported plans
- Amalgamated National Health Fund (plan 501)
- Bd Of Trustee-Amalgamated National Health Fund — all reported plans
- Iue-Cwa Pension Plan (plan 001)
- Trustees Of Iue- Cwa Afl-Cio Pension Fund — all reported plans
- Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United (plan 001)
- Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re — all reported plans
- National Plus Plan (plan 001)
- Board Of Trustees Of The National Plus Plan — all reported plans
- 1199seiu National Benefit Fund For Health & Human Service Employees (plan 501)
- Board Of Trustees Of 1199seiu Nbf Health And Human Service Employees — all reported plans
- Consolidated Retirement Plan (plan 001)
- Board Of Trustees Consolidated Retirement Fund — all reported plans
- Laundry, Dry Cleaning Workers & Allied Industries Health Fund, Workers United (plan 501)
- Ufcw Int'L Union-Albertsons Variable Annuity Pension Fund (plan 001)
- Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension — all reported plans
- Ufcw And Safeway Variable Annuity Pension Fund (plan 001)
- Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund — all reported plans
- Adjustable Plan Of The National Retirement Fund (plan 002)
- Nhca And Affiliates Retirement And Savings Plan (plan 001)
- Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan — all reported plans
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (plan 001)
- Ufcw Union & Participating Food Industry Tri-State Pension Fund — all reported plans
- Iac Inc. Retirement Savings Plan (plan 001)
- Iac Inc. — all reported plans
- Laundry And Dry Cleaning Workers, Education And Legal Assistance Fund Workers United (plan 501)
- Laundry & Dry Cleaning Workers Education & Legal Assistance Fund, Work — all reported plans
- Aon Return Enhancing Alternatives Portfolio Sp (A Segregated Portfolio Of Aon Alternatives Fund Spc, A Cayman Islands Exempted Company) (plan 001)
- Aon Investments Usa, Inc. — all reported plans
- Bard College/Simons Rock 403(B) Plan (plan 001)
- Bard College — all reported plans
- The Retirement Plan Of The Amalgamated Insurance Fund (plan 001)
- Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund — all reported plans
- Blue Rock Capital Fund, Lp (plan 002)
- Blue Rock Advisors, LLC — all reported plans
- Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio A (plan 006)
- Lmc Defined Contribution Master Trust (plan 002)
- Lockheed Martin Corporation — all reported plans
- Blue Rock Liquid Alpha Fund, L.P. (plan 007)
- Aon Opportunistic Credit Portfolio Sp (A Segregated Portfolio Of Aon Alternatives Fund Spc, A Cayman Islands Exempted Company) (plan 001)
- Aon Investments Usa, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources