Southwest Money Management — 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, Southwest Money Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $46,723 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $46,723
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $46,723
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Board Of Trustees Teamsters Multi-Benefit Trust | CA | 1 | $30,523 |
| Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel | CA | 1 | $9,600 |
| The Board Of Trustees Of General Teamsters & Employers Trust Fund | CA | 1 | $6,600 |
State footprint
Plans reporting Southwest Money Management are sponsored in CA (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Teamsters Multi-Benefit Trust | Teamsters Multi-Benefit Trust 1200 Wilshire Blvd 5th Floor Los Angeles, Ca 90017 | 2023 | $30,523 | not reported in the loaded dataset |
| Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel | So. Ca. Soft Drink Industry And Teamsters Health & Health And Welfare Trust | 2023 | $9,600 | not reported in the loaded dataset |
| The Board Of Trustees Of General Teamsters & Employers Trust Fund | General Teamsters & Employers Trust Fund | 2023 | $6,600 | not reported in the loaded dataset |
Related Form 5500 pages
- Teamsters Multi-Benefit Trust 1200 Wilshire Blvd 5th Floor Los Angeles, Ca 90017 (plan 501)
- Board Of Trustees Teamsters Multi-Benefit Trust — all reported plans
- So. Ca. Soft Drink Industry And Teamsters Health & Health And Welfare Trust (plan 501)
- Board Of Trustees So Ca Soft Drink Industry And Teamsters Health & Wel — all reported plans
- General Teamsters & Employers Trust Fund (plan 501)
- The Board Of Trustees Of General Teamsters & Employers Trust Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources