Shepherd Kaplan LLC — 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, Shepherd Kaplan LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $415,874 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$415,874
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$415,874
Filings
5
Plan sponsors
5
Plans
5
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 Shepherd Kaplan LLC
SponsorStatePlansReported compensation
Holyoke Medical Center, Inc.MA1$261,675
Zachry Construction & Materials,Inc.TX1$60,000
Mount Holyoke CollegeMA1$51,600
Kph Healthcare Services, Inc.NY1$29,996
The American Law InstitutePA1$12,603

State footprint

Plans reporting Shepherd Kaplan LLC are sponsored in MA (2), NY (1), PA (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Holyoke Medical Center, Inc.The Holyoke Hospital Pension Plan2023$261,675not reported in the loaded dataset
Zachry Construction & Materials,Inc.Zachry Corporation Employees 401(K) Plan2023$60,000not reported in the loaded dataset
Mount Holyoke CollegeCash Balance Pension Plan For Staff Employees Of Mount Holyoke College2023$51,600not reported in the loaded dataset
Kph Healthcare Services, Inc.Kph Healthcare Services, Inc. Employee Stock Ownership And 401k Plan2023$29,996not reported in the loaded dataset
The American Law InstituteThe American Law Institute Defined Contribution Retirement Plan2023$12,603not reported in the loaded dataset

Related Form 5500 pages