Summit Actuarial Services — 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, Summit Actuarial Services is reported as a service provider on 16 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $473,785 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $473,785
- Reported indirect compensation
- $0
- Total reported compensation
- $473,785
- Filings
- 16
- Plan sponsors
- 16
- Plans
- 16
- 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 |
|---|---|---|---|
| Local 445 Pension Fund | NY | 1 | $89,400 |
| Joint Pension Fund Local Union 164 Ibew | NJ | 1 | $70,000 |
| Iupat District Council No. 21 Welfare Fund | PA | 1 | $40,000 |
| Construction & General Laborers' Local 190 Welfare Fund | NY | 1 | $36,000 |
| Local 342 Health Care Fund And Retail | NY | 1 | $36,000 |
| Joint Welfare Fund Local Union 164 Ibew | NJ | 1 | $36,000 |
| Laborers' International Union Of N.A Local 17 Health Benefit Fund | NY | 1 | $30,535 |
| Board Of Trustees Local 351 Pension Fund | NJ | 1 | $30,100 |
| Ibew Joint Pension Fund Local 456 | NJ | 1 | $26,000 |
| Trustees - Composition Roofers Local #4 Pension Plan | NJ | 1 | $22,000 |
State footprint
Plans reporting Summit Actuarial Services are sponsored in NY (9), NJ (6), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Local 445 Pension Fund | Pension Fund Local 445 | 2023 | $89,400 | not reported in the loaded dataset |
| Joint Pension Fund Local Union 164 Ibew | Joint Pension Fund Local Union Ibew | 2023 | $70,000 | not reported in the loaded dataset |
| Iupat District Council No. 21 Welfare Fund | Iupat District Council No. 21 Welfare Fund | 2023 | $40,000 | not reported in the loaded dataset |
| Construction & General Laborers' Local 190 Welfare Fund | Construction & General Laborers' Local 190 Welfare Fund | 2023 | $36,000 | not reported in the loaded dataset |
| Joint Welfare Fund Local Union 164 Ibew | Joint Welfare Fund Of Local Union 164 Ibew | 2023 | $36,000 | not reported in the loaded dataset |
| Local 342 Health Care Fund And Retail | Amalgamated Meat Cutters And Retail Food Store Employees Union Local 342 Health Care Fund | 2023 | $36,000 | not reported in the loaded dataset |
| Laborers' International Union Of N.A Local 17 Health Benefit Fund | Laborers' Local No. 17 Health Benefit Fund | 2023 | $30,535 | not reported in the loaded dataset |
| Board Of Trustees Local 351 Pension Fund | Local 351 Ibew Pension Plan | 2023 | $30,100 | not reported in the loaded dataset |
| Ibew Joint Pension Fund Local 456 | I.B.E.W. Local 456 Pension Plan | 2023 | $26,000 | not reported in the loaded dataset |
| Trustees - Composition Roofers Local #4 Pension Plan | Composition Roofers Local #4 Pension Plan | 2023 | $22,000 | not reported in the loaded dataset |
| Trustees,Graphic Arts 62b Pension Fund | Graphic Arts Local 62b Industry Pension Plan | 2023 | $13,500 | not reported in the loaded dataset |
| Board Of Trustees Of Local 298 Health Benefit Fund Ii | Local 298 Health Benefit Fund Ii | 2023 | $10,000 | $0 |
| Board Of Trustees Of The Local 1922 Pension Fund | Local 1922 Pension Fund | 2023 | $10,000 | $0 |
| Board Of Trustees Of Local 298 Health Benefit Fund 1 | Local 298 Health Benefit Fund I | 2023 | $10,000 | not reported in the loaded dataset |
| Construction And General Laborers Local 190 Annuity Plan | Construction And General Laborers Local 190 Annuity Plan | 2023 | $7,500 | not reported in the loaded dataset |
| Board Of Trustees Of Local 1430 Welfare Fund | I.B.E.W. Local 1430 Welfare Fund | 2023 | $6,750 | not reported in the loaded dataset |
Related Form 5500 pages
- Pension Fund Local 445 (plan 001)
- Local 445 Pension Fund — all reported plans
- Joint Pension Fund Local Union Ibew (plan 001)
- Joint Pension Fund Local Union 164 Ibew — all reported plans
- Iupat District Council No. 21 Welfare Fund (plan 501)
- Iupat District Council No. 21 Welfare Fund — all reported plans
- Construction & General Laborers' Local 190 Welfare Fund (plan 501)
- Construction & General Laborers' Local 190 Welfare Fund — all reported plans
- Joint Welfare Fund Of Local Union 164 Ibew (plan 501)
- Joint Welfare Fund Local Union 164 Ibew — all reported plans
- Amalgamated Meat Cutters And Retail Food Store Employees Union Local 342 Health Care Fund (plan 501)
- Local 342 Health Care Fund And Retail — all reported plans
- Laborers' Local No. 17 Health Benefit Fund (plan 501)
- Laborers' International Union Of N.A Local 17 Health Benefit Fund — all reported plans
- Local 351 Ibew Pension Plan (plan 001)
- Board Of Trustees Local 351 Pension Fund — all reported plans
- I.B.E.W. Local 456 Pension Plan (plan 001)
- Ibew Joint Pension Fund Local 456 — all reported plans
- Composition Roofers Local #4 Pension Plan (plan 001)
- Trustees - Composition Roofers Local #4 Pension Plan — all reported plans
- Graphic Arts Local 62b Industry Pension Plan (plan 001)
- Trustees,Graphic Arts 62b Pension Fund — all reported plans
- Local 298 Health Benefit Fund Ii (plan 501)
- Board Of Trustees Of Local 298 Health Benefit Fund Ii — all reported plans
- Local 1922 Pension Fund (plan 001)
- Board Of Trustees Of The Local 1922 Pension Fund — all reported plans
- Local 298 Health Benefit Fund I (plan 501)
- Board Of Trustees Of Local 298 Health Benefit Fund 1 — all reported plans
- Construction And General Laborers Local 190 Annuity Plan (plan 002)
- Construction And General Laborers Local 190 Annuity Plan — all reported plans
- I.B.E.W. Local 1430 Welfare Fund (plan 501)
- Board Of Trustees Of Local 1430 Welfare Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources