Plan5500

Strategic Capital Investment Adviso — 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 Capital Investment Adviso is reported as a service provider on 26 loaded Form 5500 filing(s) across 26 plan sponsor(s) and 26 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,355,733 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.4MDirect + indirect, across loaded filings$1,355,733
Plans served26
Plan sponsors26
Filings26
Direct vs. indirect compensation
Direct compensation$1.4M
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation11%Board Of Trustees Of Administrative District Council 1 Pension Fund
Top state share of plans35%IL
Plan sponsors served26
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Strategic Capital Investment Adviso. Bars show relative scale.

  1. 1
    Board Of Trustees Of Administrative District Council 1 Pension Fund$152.7K
    IL · 1 plan(s)
  2. 2
    Trustees Of Automobile Mechanics' Local No. 701 Pension Fund$145K
    IL · 1 plan(s)
  3. 3
    Plumbers & Pipefitters Local 162$121.6K
    OH · 1 plan(s)
  4. 4
    Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392$116.7K
    OH · 1 plan(s)
  5. 5
    Trustees Of U.F.C.W. District Union Local Two & Employers Pension Fund$100K
    FL · 1 plan(s)
  6. 6
    Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund$91K
    IL · 1 plan(s)
  7. 7
    Local Union No 212 Ibew Pension$87.1K
    OH · 1 plan(s)
  8. 8
    Joint Board Plumbers & Pipefitters Local Union No. 333 Pension$76.6K
    MI · 1 plan(s)
  9. 9
    Trustees Of Soft Drink Industry Pension Fund$64.2K
    IL · 1 plan(s)
  10. 10
    Board Of Trustees, Orange County Ibew-Neca Electrical$48K
    CA · 1 plan(s)
Geographic reach

State footprint

Where Strategic Capital Investment Adviso appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    IL9 plan(s)
  2. 2
    OH6 plan(s)
  3. 3
    KY3 plan(s)
  4. 4
    TN2 plan(s)
  5. 5
    FL2 plan(s)
  6. 6
    MI2 plan(s)
  7. 7
    IN1 plan(s)
  8. 8
    CA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Strategic Capital Investment Adviso are sponsored, by plan count.

  1. 1
    Cincinnati, OH3 plan(s)
  2. 2
    Lexington, KY3 plan(s)
  3. 3
    Dayton, OH2 plan(s)
  4. 4
    Pembroke Pines, FL2 plan(s)
  5. 5
    Chicago, IL2 plan(s)
  6. 6
    Park Ridge, IL1 plan(s)
  7. 7
    Schaumburg, IL1 plan(s)
  8. 8
    Tinley Park, IL1 plan(s)
  9. 9
    Indianapolis, IN1 plan(s)
  10. 10
    Lansing, MI1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Administrative District Council 1 Pension Fund$152.7K
    Board Of Trustees Of Administrative District Council 1 Pension Fund, IL · Direct $152.7K · 2023
  2. 2
    Automobile Mechanics' Local No. 701 Pension Fund$145K
    Trustees Of Automobile Mechanics' Local No. 701 Pension Fund, IL · Direct $145K · 2023
  3. 3
    Plumbers & Pipefitters Local 162 Pension Fund$121.6K
    Plumbers & Pipefitters Local 162, OH · Direct $121.6K · 2023
  4. 4
    Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan$116.7K
    Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392, OH · Direct $116.7K · 2023
  5. 5
    U.F.C.W. District Union Local Two & Employers Pension Fund$100K
    Trustees Of U.F.C.W. District Union Local Two & Employers Pension Fund, FL · Direct $100K · 2023
  6. 6
    International Assoc Of Heat And Frost Insulators Local 17 Pension Fund$91K
    Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund, IL · Direct $91K · 2023
  7. 7
    Local Union 212 Ibew Pension Trust Fund$87.1K
    Local Union No 212 Ibew Pension, OH · Direct $87.1K · 2023
  8. 8
    Plumbers And Pipefitters Local Union No 333 Pension Fund$76.6K
    Joint Board Plumbers & Pipefitters Local Union No. 333 Pension, MI · Direct $76.6K · 2023
  9. 9
    Soft Drink Industry Pension Fund$64.2K
    Trustees Of Soft Drink Industry Pension Fund, IL · Direct $64.2K · 2023
  10. 10
    Orange County Ibew-Neca Electrical Workers Defined Contribution Pension Plan$48K
    Board Of Trustees, Orange County Ibew-Neca Electrical, CA · Direct $48K · 2023
  11. 11
    Ohio Conference Of Teamsters And Industry Health And Welfare Fund$40K
    Board Of Trustees Of Oh Conference Teamsters And Ind Health & Welfare, OH · Direct $40K · 2023
  12. 12
    Plumbers And Steamfitters Local 102 Pension Plan$35.1K
    Plumbers & Steamfitters Local Union No. 102, TN · Direct $35.1K · 2023
  13. 13
    Automatic Sprinkler Local 281, U.A. Welfare Fund$30K
    Board Of Trustees Of Automatic Sprinkler Local 281, U.A. Welfare Fund, IL · Direct $30K · 2023
  14. 14
    U.F.C.W. And Employers Kansas And Missouri Health And Welfare Trust Fund$27.5K
    Trustees Of U.F.C.W. & Employers Kansas And Missouri Health & Welfare, FL · Direct $27.5K · 2023
  15. 15
    Chicago Graphic Arts Health And Welfare Fund$25.5K
    Trustees Of Chicago Graphic Arts Health And Welfare Fund, IL · Direct $25.5K · 2023
  16. 16
    Fox Valley & Vicinity Construction Workers Welfare Fund$25.3K
    Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund, IL · Direct $25.3K · 2023
  17. 17
    Plumbers & Pipefitters Locals 502 & 633 Health & W$24K
    Trustees Of Plumbers & Pipefitters Local 502 & 633 Health & Welfare Tr, MI · Direct $24K · 2023
  18. 18
    Ibew Local 150 Pension Plan$21.3K
    Trustees Under Ibew Local 150 Pension Fund, KY · Direct $21.3K · 2023
  19. 19
    Studio Mechanics Local 476 Iatse Retirement Plan$21K
    Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen, IL · Direct $21K · 2023
  20. 20
    Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund$20.6K
    Trustees Of Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund, TN · Direct $20.6K · 2023
  21. 21
    Local Union 212 Ibew Supplemental Unemployment Benefit Trust Fund$20K
    Local Union 212 Ibew Supplemental Unemployment Benefit Trust, OH · Direct $20K · 2023
  22. 22
    Local Union Ibew 212 Health And Welfare$20K
    Local 212, Ibew Health & Welfare Trust Fund, IN · Direct $20K · 2023
  23. 23
    Plumbers & Pipefitters Local 162 Health & Insurance Fund$16K
    Plumbers & Pipefitters Local 162 Health & Insurance Fund, OH · Direct $16K · 2023
  24. 24
    Ibew Local 150 Supplemental Pension Fund$12.5K
    Trustees Under Ibew 150 Supplemental Pension Fund, KY · Direct $12.5K · 2023
  25. 25
    Motion Picture Studio Mechanics Local 476 Health And Welfare Plan$8K
    Studio Mechanics Local 476 Health And Welfare Fund, IL · Direct $8K · 2023
  26. 26
    Ibew Local No. 150 Welfare Fund$6K
    Trustees Under Ibew Lu 150 Welfare Fund, KY · Direct $6K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Strategic Capital Investment Adviso?
Public Form 5500 Schedule C filings report compensation paid to Strategic Capital Investment Adviso as a plan service provider. Across loaded filings, total reported compensation is $1,355,733.
How many plans report Strategic Capital Investment Adviso as a service provider?
Strategic Capital Investment Adviso appears on 26 loaded plan(s) across 26 sponsor(s).

Related Form 5500 pages