Strategic Benefit Advisors — 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, Strategic Benefit Advisors is reported as a service provider on 8 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,320,946 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $2,320,946
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $2,320,946
- Filings
- 8
- Plan sponsors
- 3
- Plans
- 8
- 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 |
|---|---|---|---|
| Caterpillar Inc. | TX | 5 | $2,167,464 |
| Graphic Packaging International, LLC | GA | 1 | $113,809 |
| Solar Turbines Incorporated | CA | 2 | $39,673 |
State footprint
Plans reporting Strategic Benefit Advisors are sponsored in TX (5), CA (2), GA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Caterpillar Inc. | Caterpillar 401(K) Savings Plan | 2023 | $761,546 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Retirement Income Plan | 2023 | $711,289 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Non-Contributory Pension Plan | 2023 | $482,649 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Tax Deferred Retirement Plan | 2023 | $190,275 | not reported in the loaded dataset |
| Graphic Packaging International, LLC | 2018 Us Graphic Packaging International Pension Plan | 2023 | $113,809 | not reported in the loaded dataset |
| Solar Turbines Incorporated | Solar Turbines Incorporated Non-Contributory Retirement Plan | 2023 | $25,893 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Global Mining Legacy Hourly Employees' Pension Plan | 2023 | $21,705 | not reported in the loaded dataset |
| Solar Turbines Incorporated | Solar Savings And Investment Plan | 2023 | $13,780 | not reported in the loaded dataset |
Related Form 5500 pages
- Caterpillar 401(K) Savings Plan (plan 035)
- Caterpillar Inc. — all reported plans
- Caterpillar Inc. Retirement Income Plan (plan 002)
- Caterpillar Inc. Non-Contributory Pension Plan (plan 001)
- Caterpillar Inc. Tax Deferred Retirement Plan (plan 033)
- 2018 Us Graphic Packaging International Pension Plan (plan 099)
- Graphic Packaging International, LLC — all reported plans
- Solar Turbines Incorporated Non-Contributory Retirement Plan (plan 006)
- Solar Turbines Incorporated — all reported plans
- Caterpillar Global Mining Legacy Hourly Employees' Pension Plan (plan 039)
- Solar Savings And Investment Plan (plan 013)
- Form 5500 Schedule C explained
- Methodology
- Data sources