Segal Advisors — 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, Segal Advisors is reported as a service provider on 19 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $919,745 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $919,745
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $919,745
- Filings
- 19
- Plan sponsors
- 17
- Plans
- 19
- 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 |
|---|---|---|---|
| Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan | TX | 2 | $260,833 |
| Mid-South Transportation Management, Inc. | TN | 1 | $122,139 |
| Board Of Trustees Of Nba Players' Pension Plan | IN | 1 | $111,438 |
| United Association General Officers And Employees Pension Fund Board O | MD | 1 | $75,500 |
| Board Of Trustees Bac Local 15 Pension Fund | MO | 2 | $58,375 |
| Board Of Trustees, Redwood Empire Electrical Workers Individually All | CA | 1 | $48,625 |
| Board Of Trustees Of International Brotherhood Of Electrical Workers | TX | 1 | $40,000 |
| Board Of Trustees Of I.B.E.W. Local 241 Pension Plan | NY | 1 | $36,083 |
| Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan | NY | 1 | $34,250 |
| Board Of Trustees Inland Pension Fund | NJ | 1 | $31,250 |
State footprint
Plans reporting Segal Advisors are sponsored in TX (3), MO (3), NY (3), CA (2), NJ (2), TN (1), OH (1), DC (1), MA (1), IN (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees, Texas Iron Workers' Pension Plan | Texas Iron Workers' Pension Plan | 2023 | $240,000 | not reported in the loaded dataset |
| Mid-South Transportation Management, Inc. | Mtm/Mata Employee Benefits Plan | 2023 | $122,139 | not reported in the loaded dataset |
| Board Of Trustees Of Nba Players' Pension Plan | National Basketball Association Players' Pension Plan | 2023 | $111,438 | not reported in the loaded dataset |
| United Association General Officers And Employees Pension Fund Board O | United Association General Officers And Employees Pension Fund | 2023 | $75,500 | not reported in the loaded dataset |
| Board Of Trustees, Redwood Empire Electrical Workers Individually All | Redwood Empire Electrical Workers Individually Allocated Pension Plan | 2023 | $48,625 | not reported in the loaded dataset |
| Board Of Trustees Of International Brotherhood Of Electrical Workers | International Brotherhood Of Electrical Workers Seventh District Retirement Benefit And Trust Fund | 2023 | $40,000 | not reported in the loaded dataset |
| Board Of Trustees Bac Local 15 Pension Fund | Bac Local Union 15 Pension Fund | 2023 | $37,250 | not reported in the loaded dataset |
| Board Of Trustees Of I.B.E.W. Local 241 Pension Plan | I.B.E.W. Local 241 Pension Plan | 2023 | $36,083 | not reported in the loaded dataset |
| Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan | Sheet Metal Workers Local Union No 71 Pension Plan | 2023 | $34,250 | not reported in the loaded dataset |
| Board Of Trustees Inland Pension Fund | Inland Pension Fund | 2023 | $31,250 | not reported in the loaded dataset |
| International Brotherhood Of Electrical Workers | Union Electrical Industry Master Trust | 2023 | $27,423 | not reported in the loaded dataset |
| Pearson Education, Inc. | Pearson Inc. Pension Plan | 2023 | $21,805 | not reported in the loaded dataset |
| Board Of Trustees Bac Local 15 Pension Fund | Bac Local Union 15 Supplemental Plan | 2023 | $21,125 | not reported in the loaded dataset |
| Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan | Texas Iron Workers' Defined Contribution Retirement Plan | 2023 | $20,833 | not reported in the loaded dataset |
| Roofers Union Local No. 33 Thrift Fund Thrift Fd | Roofers Union Local No. 33 Thrift Fund | 2023 | $13,125 | not reported in the loaded dataset |
| Ibew Local Union 241 | Ibew Local #241 Welfare Benefits Plan | 2023 | $12,458 | not reported in the loaded dataset |
| Bac Local Union 15 Welfare Fund | Bac Local Union 15 Welfare Fund | 2023 | $10,375 | not reported in the loaded dataset |
| Board Of Trustees, Opeiu Locals 30 And 537 | Opeiu Locals 30 And 537 Health And Welfare Fund | 2023 | $10,200 | not reported in the loaded dataset |
| Ibew Local No 246 Welfare Fund Board Of Trustees | Steubenville Electrical Welfare Fund | 2023 | $5,866 | not reported in the loaded dataset |
Related Form 5500 pages
- Texas Iron Workers' Pension Plan (plan 001)
- Board Of Trustees, Texas Iron Workers' Pension Plan — all reported plans
- Mtm/Mata Employee Benefits Plan (plan 001)
- Mid-South Transportation Management, Inc. — all reported plans
- National Basketball Association Players' Pension Plan (plan 001)
- Board Of Trustees Of Nba Players' Pension Plan — all reported plans
- United Association General Officers And Employees Pension Fund (plan 001)
- United Association General Officers And Employees Pension Fund Board O — all reported plans
- Redwood Empire Electrical Workers Individually Allocated Pension Plan (plan 001)
- Board Of Trustees, Redwood Empire Electrical Workers Individually All — all reported plans
- International Brotherhood Of Electrical Workers Seventh District Retirement Benefit And Trust Fund (plan 001)
- Board Of Trustees Of International Brotherhood Of Electrical Workers — all reported plans
- Bac Local Union 15 Pension Fund (plan 001)
- Board Of Trustees Bac Local 15 Pension Fund — all reported plans
- I.B.E.W. Local 241 Pension Plan (plan 001)
- Board Of Trustees Of I.B.E.W. Local 241 Pension Plan — all reported plans
- Sheet Metal Workers Local Union No 71 Pension Plan (plan 001)
- Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan — all reported plans
- Inland Pension Fund (plan 001)
- Board Of Trustees Inland Pension Fund — all reported plans
- Union Electrical Industry Master Trust (plan 004)
- International Brotherhood Of Electrical Workers — all reported plans
- Pearson Inc. Pension Plan (plan 003)
- Pearson Education, Inc. — all reported plans
- Bac Local Union 15 Supplemental Plan (plan 002)
- Texas Iron Workers' Defined Contribution Retirement Plan (plan 002)
- Roofers Union Local No. 33 Thrift Fund (plan 001)
- Roofers Union Local No. 33 Thrift Fund Thrift Fd — all reported plans
- Ibew Local #241 Welfare Benefits Plan (plan 501)
- Ibew Local Union 241 — all reported plans
- Bac Local Union 15 Welfare Fund (plan 501)
- Bac Local Union 15 Welfare Fund — all reported plans
- Opeiu Locals 30 And 537 Health And Welfare Fund (plan 501)
- Board Of Trustees, Opeiu Locals 30 And 537 — all reported plans
- Steubenville Electrical Welfare Fund (plan 501)
- Ibew Local No 246 Welfare Fund Board Of Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources