Segal Marco Advisors, Inc. — 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 Marco Advisors, Inc. is reported as a service provider on 17 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $726,879 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $726,879
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $726,879
- Filings
- 17
- Plan sponsors
- 17
- Plans
- 17
- 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 The Intn'L Brotherhood Of Boilermakers Iron Ship Builders, | MO | 1 | $206,476 |
| Communications Workers Of America, Afl-Cio, Clc | DC | 1 | $111,332 |
| United Associated Pension Fund Local 13 | NY | 1 | $60,850 |
| Dc 37 Local 389 Home Care Employees Pension Fund | NY | 1 | $45,000 |
| Trustees - Colorado Iron Workers Individual Account Trust Fund | CO | 1 | $44,019 |
| Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla | MN | 1 | $30,492 |
| Board Of Trustees Iron Workers' Locals No.15 & 424 | CT | 1 | $30,150 |
| Bd Of Trustees Iuoe Local 30 Benefits Fund | NY | 1 | $30,000 |
| U.A. Local 13 Annuity Fund | NY | 1 | $30,000 |
| Board Of Trustees Division A Pension Fund | NY | 1 | $27,500 |
State footprint
Plans reporting Segal Marco Advisors, Inc. are sponsored in NY (6), CT (2), CO (2), MA (1), MN (1), MO (1), NJ (1), OH (1), DC (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Of The Intn'L Brotherhood Of Boilermakers Iron Ship Builders, | International Brotherhood Of Boilermakers Officers And Employees' Pension Plan | 2023 | $206,476 | not reported in the loaded dataset |
| Communications Workers Of America, Afl-Cio, Clc | Communications Workers Of America Plan For Employees' Pensions | 2023 | $111,332 | not reported in the loaded dataset |
| United Associated Pension Fund Local 13 | U.A. Local 13 Pension Fund | 2023 | $60,850 | not reported in the loaded dataset |
| Dc 37 Local 389 Home Care Employees Pension Fund | Dc 37 Local 389 Home Care Employees Pension Fund | 2023 | $45,000 | not reported in the loaded dataset |
| Trustees - Colorado Iron Workers Individual Account Trust Fund | Colorado Iron Workers Individual Account Trust Fund | 2023 | $44,019 | not reported in the loaded dataset |
| Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla | Carpenters & Joiners Defined Contribution Plan | 2023 | $30,492 | not reported in the loaded dataset |
| Board Of Trustees Iron Workers' Locals No.15 & 424 | Iron Workers' Locals No. 15 & 424 Annuity Plan | 2023 | $30,150 | not reported in the loaded dataset |
| Bd Of Trustees Iuoe Local 30 Benefits Fund | Iuoe Local 30 Benefits Fund | 2023 | $30,000 | not reported in the loaded dataset |
| U.A. Local 13 Annuity Fund | U.A. Local 13 Annuity Fund | 2023 | $30,000 | not reported in the loaded dataset |
| Board Of Trustees Division A Pension Fund | Division A Pension Fund | 2023 | $27,500 | not reported in the loaded dataset |
| Building Laborers Local 310 Health And Welfare Fund | Building Laborers Local 310 Health And Welfare Fd | 2023 | $26,000 | not reported in the loaded dataset |
| Massachusetts Bricklayers & Masons Health & Welfare Fund | Massachusetts Bricklayers & Masons Health And Welfare Fund | 2023 | $25,460 | not reported in the loaded dataset |
| Board Of Trustees Of Division A Annuity Fund | Division A Annuity Fund | 2023 | $20,000 | not reported in the loaded dataset |
| I.A.M. District 15 Health Fund | International Association Of Machinists District 15 Health Fund | 2023 | $17,000 | not reported in the loaded dataset |
| Trustees Of Ufcw Unions & Employers Midwest Health Benefits Fund | United Food & Commercial Workers Unions & Employers Midwest Health Benefits Fund | 2023 | $12,500 | not reported in the loaded dataset |
| Board Of Trustees Iron Workers' Loc No. 15 & 424 | Iron Workers' Locals No. 15 & 424 Extended Benefit Plan | 2023 | $10,100 | not reported in the loaded dataset |
| Trustees - Iron Workers Pension Trust Fund For Colorado | Iron Workers Pension Trust Fund For Colorado | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
Related Form 5500 pages
- International Brotherhood Of Boilermakers Officers And Employees' Pension Plan (plan 001)
- Trustees Of The Intn'L Brotherhood Of Boilermakers Iron Ship Builders, — all reported plans
- Communications Workers Of America Plan For Employees' Pensions (plan 001)
- Communications Workers Of America, Afl-Cio, Clc — all reported plans
- U.A. Local 13 Pension Fund (plan 001)
- United Associated Pension Fund Local 13 — all reported plans
- Dc 37 Local 389 Home Care Employees Pension Fund (plan 001)
- Dc 37 Local 389 Home Care Employees Pension Fund — all reported plans
- Colorado Iron Workers Individual Account Trust Fund (plan 001)
- Trustees - Colorado Iron Workers Individual Account Trust Fund — all reported plans
- Carpenters & Joiners Defined Contribution Plan (plan 001)
- Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla — all reported plans
- Iron Workers' Locals No. 15 & 424 Annuity Plan (plan 002)
- Board Of Trustees Iron Workers' Locals No.15 & 424 — all reported plans
- Iuoe Local 30 Benefits Fund (plan 501)
- Bd Of Trustees Iuoe Local 30 Benefits Fund — all reported plans
- U.A. Local 13 Annuity Fund (plan 001)
- U.A. Local 13 Annuity Fund — all reported plans
- Division A Pension Fund (plan 001)
- Board Of Trustees Division A Pension Fund — all reported plans
- Building Laborers Local 310 Health And Welfare Fd (plan 501)
- Building Laborers Local 310 Health And Welfare Fund — all reported plans
- Massachusetts Bricklayers & Masons Health And Welfare Fund (plan 501)
- Massachusetts Bricklayers & Masons Health & Welfare Fund — all reported plans
- Division A Annuity Fund (plan 001)
- Board Of Trustees Of Division A Annuity Fund — all reported plans
- International Association Of Machinists District 15 Health Fund (plan 501)
- I.A.M. District 15 Health Fund — all reported plans
- United Food & Commercial Workers Unions & Employers Midwest Health Benefits Fund (plan 501)
- Trustees Of Ufcw Unions & Employers Midwest Health Benefits Fund — all reported plans
- Iron Workers' Locals No. 15 & 424 Extended Benefit Plan (plan 501)
- Board Of Trustees Iron Workers' Loc No. 15 & 424 — all reported plans
- Iron Workers Pension Trust Fund For Colorado (plan 001)
- Trustees - Iron Workers Pension Trust Fund For Colorado — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources