Sierra Investment Partners — 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, Sierra Investment Partners is reported as a service provider on 14 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,885,363 and reported indirect compensation totals $338,724.
Reported compensation summary
- Reported direct compensation
- $3,885,363
- Reported indirect compensation
- $338,724
- Total reported compensation
- $4,224,087
- Filings
- 14
- Plan sponsors
- 14
- Plans
- 14
- 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 Midwest Operating Engineers Pension Trust Fund | IL | 1 | $1,148,078 |
| Steelworkers Pension Trust | PA | 1 | $1,090,056 |
| Laborers' District Council Construction Industry Pension Fund | PA | 1 | $591,537 |
| Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | WA | 1 | $338,752 |
| Board Of Trustees - Marc Pension Plan | MD | 1 | $242,249 |
| Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | OH | 1 | $210,521 |
| Board Of Trustees, Cement Masons Annuity Trust Fund | NV | 1 | $138,287 |
| Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan | MO | 1 | $123,832 |
| Teamsters Union Local 25 Health Services & Insurance Plan | MA | 1 | $113,034 |
| Trustees Of Wisconsin Laborers' Pension Fund | WI | 1 | $103,623 |
State footprint
Plans reporting Sierra Investment Partners are sponsored in PA (2), NV (2), MA (1), MD (1), MI (1), MO (1), OH (1), WA (1), WI (1), HI (1), WV (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Of The Midwest Operating Engineers Pension Trust Fund | Midwest Operating Engineers Pension Trust Fund | 2023 | $1,148,078 | not reported in the loaded dataset |
| Steelworkers Pension Trust | Steelworkers Pension Trust | 2023 | $751,332 | $338,724 |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | 2023 | $591,537 | not reported in the loaded dataset |
| Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund | 2023 | $338,752 | $0 |
| Board Of Trustees - Marc Pension Plan | Mid-Atlantic Regional Council Of Carpenters' Pension Plan | 2023 | $242,249 | not reported in the loaded dataset |
| Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | Laborers District Council & Contractors Pension Fund Of Ohio | 2023 | $210,521 | not reported in the loaded dataset |
| Board Of Trustees, Cement Masons Annuity Trust Fund | Cement Masons Annuity Trust Fund For Northern Nevada | 2023 | $138,287 | not reported in the loaded dataset |
| Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan | Ufcw Union Local No. 655, Food Employer'S Joint Pe | 2023 | $123,832 | not reported in the loaded dataset |
| Teamsters Union Local 25 Health Services & Insurance Plan | Teamsters Union 25 Health Services & Insurance Pla | 2023 | $113,034 | not reported in the loaded dataset |
| Trustees Of Wisconsin Laborers' Pension Fund | Wisconsin Laborers' Pension Fund | 2023 | $103,623 | $0 |
| West Virginia Laborers Pension Trust Fund | West Virginia Laborers Pension Trust Fund | 2023 | $103,592 | not reported in the loaded dataset |
| Joint Board Of Trustees Roofers Union Local 30 | Roofers Union Local 30 Combined Health And Welfare Fund | 2023 | $14,414 | not reported in the loaded dataset |
| Hawaii Carpenters Financial Security Fund | Hawaii Carpenters Financial Security Fund | 2023 | $6,112 | not reported in the loaded dataset |
| Board Of Trustees, Laborers Pension Trust Fund For Northern Nevada | Laborers Pension Trust Fund For Northern Nevada | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
Related Form 5500 pages
- Midwest Operating Engineers Pension Trust Fund (plan 001)
- Trustees Of The Midwest Operating Engineers Pension Trust Fund — all reported plans
- Steelworkers Pension Trust (plan 499)
- Steelworkers Pension Trust — all reported plans
- Laborers' District Council Construction Industry Pension Fund (plan 001)
- Laborers' District Council Construction Industry Pension Fund — all reported plans
- Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund (plan 002)
- Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru — all reported plans
- Mid-Atlantic Regional Council Of Carpenters' Pension Plan (plan 001)
- Board Of Trustees - Marc Pension Plan — all reported plans
- Laborers District Council & Contractors Pension Fund Of Ohio (plan 001)
- Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund — all reported plans
- Cement Masons Annuity Trust Fund For Northern Nevada (plan 002)
- Board Of Trustees, Cement Masons Annuity Trust Fund — all reported plans
- Ufcw Union Local No. 655, Food Employer'S Joint Pe (plan 001)
- Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan — all reported plans
- Teamsters Union 25 Health Services & Insurance Pla (plan 501)
- Teamsters Union Local 25 Health Services & Insurance Plan — all reported plans
- Wisconsin Laborers' Pension Fund (plan 001)
- Trustees Of Wisconsin Laborers' Pension Fund — all reported plans
- West Virginia Laborers Pension Trust Fund (plan 001)
- West Virginia Laborers Pension Trust Fund — all reported plans
- Roofers Union Local 30 Combined Health And Welfare Fund (plan 501)
- Joint Board Of Trustees Roofers Union Local 30 — all reported plans
- Hawaii Carpenters Financial Security Fund (plan 003)
- Hawaii Carpenters Financial Security Fund — all reported plans
- Laborers Pension Trust Fund For Northern Nevada (plan 001)
- Board Of Trustees, Laborers Pension Trust Fund For Northern Nevada — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources