Ssi Investment 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, Ssi Investment Management is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,604,452 and reported indirect compensation totals $3,218.

Reported compensation summary

Reported direct compensation
$1,604,452
Reported indirect compensation
$3,218
Total reported compensation
$1,607,670
Filings
13
Plan sponsors
13
Plans
13
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 Ssi Investment Management
SponsorStatePlansReported compensation
Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii PensioHI1$340,442
Hawaii Electricians Pension PlanHI1$264,569
Board Of Trustees Of Masons Pension Trust FundHI1$209,213
Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust FundHI1$171,260
Board Of Trustees Of Catv Industry - Ibew Pension PlanHI1$136,510
Board Of Trustees Of Catv Industry - Ibew Pension PlanHI1$136,510
Hawaii Health & Welfare Trust Fund For Operating EngineersCA1$100,037
Hawaii Electricians Health And Welfare FundHI1$77,600
Federated Mutual Insurance CompanyMN1$64,256
Board Of Trustees Of Hawaii Electricians Supplementary Unemployment BeHI1$51,634

State footprint

Plans reporting Ssi Investment Management are sponsored in HI (11), CA (1), MN (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii PensioHotel Union And Hotel Industry Of Hawaii Pension Plan2023$340,442$0
Hawaii Electricians Pension PlanHawaii Electricians Pension Plan2023$264,569$0
Board Of Trustees Of Masons Pension Trust FundMasons Pension Plan2023$209,213not reported in the loaded dataset
Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust FundHawaii Masons And Plasterers Annuity Plan2023$171,260not reported in the loaded dataset
Board Of Trustees Of Catv Industry - Ibew Pension PlanCatv Industry-Ibew Pension Plan2023$136,510$0
Board Of Trustees Of Catv Industry - Ibew Pension PlanCatv Industry-Ibew Pension Plan2023$136,510$0
Hawaii Health & Welfare Trust Fund For Operating EngineersHawaii Health & Welfare Trust Fund For Operating Engineers2023$96,819$3,218
Hawaii Electricians Health And Welfare FundHawaii Electricians Health And Welfare Plan2023$77,600$0
Federated Mutual Insurance CompanyFederated Mutual Retirement Plan2023$64,256not reported in the loaded dataset
Board Of Trustees Of Hawaii Electricians Supplementary Unemployment BeHawaii Electricians Supplementary Unemployment Benefit Plan2023$51,634$0
Foodland Super Market, Ltd.Foodland Super Market, Ltd. Pension Plan2023$27,614$0
Food Pantry, Ltd.Food Pantry, Ltd. Pension Plan2023$18,805$0
Board Of Trustees Of Masons Health & Welfare Trust FundMasons Health & Welfare Plan2023$9,220$0

Related Form 5500 pages