Summit Actuarial Services LLC — 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 LLC is reported as a service provider on 25 loaded Form 5500 filing(s) across 25 plan sponsor(s) and 25 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $719,533 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $719,533
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $719,533
- Filings
- 25
- Plan sponsors
- 25
- Plans
- 25
- 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 Local 641 Pension Fund | NJ | 1 | $49,000 |
| Construction & General Laborers' Local 190 Pension Fund | NY | 1 | $48,900 |
| Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund | CT | 1 | $47,500 |
| District Council 37 Health And Benefit F | NY | 1 | $46,000 |
| Laborers' International Union Of N.A. Local No. 17 Pension Fund | NY | 1 | $40,250 |
| Trustees Local 338 Retirement Fund | NY | 1 | $40,000 |
| Laborers' Local #157 Pension Fund | NY | 1 | $40,000 |
| Board Of Trustees Of Teamsters Local 830 Welfare Fund | PA | 1 | $39,800 |
| Board Of Trustees L338 Health And Welfare Fund | NY | 1 | $38,000 |
| Teamsters Local 445 Welfare Fund | NY | 1 | $37,000 |
State footprint
Plans reporting Summit Actuarial Services LLC are sponsored in NY (14), NJ (8), PA (2), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Teamsters Local 641 Pension Fund | Teamsters Local 641 Pension Fund | 2023 | $49,000 | not reported in the loaded dataset |
| Construction & General Laborers' Local 190 Pension Fund | Construction & General Laborers' Local 190 Pension Fund | 2023 | $48,900 | not reported in the loaded dataset |
| Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund | I.B.E.W. Local Union No. 90 Pension Fund | 2023 | $47,500 | not reported in the loaded dataset |
| District Council 37 Health And Benefit F | District Council 37 Health And Benefit Fund | 2023 | $46,000 | not reported in the loaded dataset |
| Laborers' International Union Of N.A. Local No. 17 Pension Fund | Laborers' Local No. 17 Pension Fund | 2023 | $40,250 | not reported in the loaded dataset |
| Laborers' Local #157 Pension Fund | Laborers' Local #157 Pension Fund | 2023 | $40,000 | not reported in the loaded dataset |
| Trustees Local 338 Retirement Fund | Local 338 Retirement Fund | 2023 | $40,000 | not reported in the loaded dataset |
| Board Of Trustees Of Teamsters Local 830 Welfare Fund | Teamsters Local 830 Welfare Fund | 2023 | $39,800 | not reported in the loaded dataset |
| Board Of Trustees L338 Health And Welfare Fund | Local 338 Health And Welfare Fund | 2023 | $38,000 | not reported in the loaded dataset |
| Teamsters Local 445 Welfare Fund | Teamsters Local 445 Welfare Fund | 2023 | $37,000 | not reported in the loaded dataset |
| District Council 37 - Local 389 Home Care Employees Health And Welfare | District Council 37 Local 389 Home Care Employees Health And Welfare Fund | 2023 | $36,000 | not reported in the loaded dataset |
| Local 68 Engineers Union Pension Fund Board Of Trustees | Local 68 Engineers Union Pension Plan | 2023 | $35,250 | not reported in the loaded dataset |
| Joint Board Of Trustees Local 305 Cio Pe | Local 305 Cio Pension Fund | 2023 | $34,883 | not reported in the loaded dataset |
| Plumbers Local Union No. 200 Welfare Fund Board Of Trustees | Plumbers Local Union No. 200 Welfare Fund | 2023 | $33,750 | not reported in the loaded dataset |
| Board Of Trustees Teamsters Local 641 Welfare Fund | Teamsters Local 641 Welfare Fund | 2023 | $32,000 | not reported in the loaded dataset |
| Board Of Trustees Union Mutual Fund Pens | Union Mutual Fund Pension Plan | 2023 | $28,000 | not reported in the loaded dataset |
| Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A. | Health & Welfare Fund Of Local Union 373 U.A. | 2023 | $19,350 | not reported in the loaded dataset |
| Ibew Local Union 375 Electricans' Welfare Fund | Ibew Local Union 375 Electricians' Welfare Fund | 2023 | $17,400 | not reported in the loaded dataset |
| Allied Welfare Fund | Allied Welfare Fund | 2023 | $14,000 | not reported in the loaded dataset |
| Ibew Local 456 Health & Welfare Fund | I.B.E.W. Local 456 Health & Welfare Plan | 2023 | $8,500 | not reported in the loaded dataset |
| Retail Wholesale Department Store Union Local 108 | Local 108 Health Expense Benefits Plan | 2023 | $8,000 | not reported in the loaded dataset |
| Joint Board Of Trustees Local 2066 | Local 2066 Pension Fund | 2023 | $8,000 | not reported in the loaded dataset |
| Board Of Trustees Local 338 Benefits Fund | Local 338 Benefits Fund | 2023 | $7,000 | not reported in the loaded dataset |
| Composition Roofers Local #4-Welfare Fund | Composition Roofers Local No. 4 Welfare Fund | 2023 | $5,600 | not reported in the loaded dataset |
| Composition Roofers Local #4 Annuity Fund | Composition Roofers #4 Annuity Fund | 2023 | $5,350 | not reported in the loaded dataset |
Related Form 5500 pages
- Teamsters Local 641 Pension Fund (plan 001)
- Board Of Trustees Teamsters Local 641 Pension Fund — all reported plans
- Construction & General Laborers' Local 190 Pension Fund (plan 001)
- Construction & General Laborers' Local 190 Pension Fund — all reported plans
- I.B.E.W. Local Union No. 90 Pension Fund (plan 001)
- Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund — all reported plans
- District Council 37 Health And Benefit Fund (plan 501)
- District Council 37 Health And Benefit F — all reported plans
- Laborers' Local No. 17 Pension Fund (plan 001)
- Laborers' International Union Of N.A. Local No. 17 Pension Fund — all reported plans
- Laborers' Local #157 Pension Fund (plan 001)
- Laborers' Local #157 Pension Fund — all reported plans
- Local 338 Retirement Fund (plan 001)
- Trustees Local 338 Retirement Fund — all reported plans
- Teamsters Local 830 Welfare Fund (plan 501)
- Board Of Trustees Of Teamsters Local 830 Welfare Fund — all reported plans
- Local 338 Health And Welfare Fund (plan 501)
- Board Of Trustees L338 Health And Welfare Fund — all reported plans
- Teamsters Local 445 Welfare Fund (plan 501)
- Teamsters Local 445 Welfare Fund — all reported plans
- District Council 37 Local 389 Home Care Employees Health And Welfare Fund (plan 501)
- District Council 37 - Local 389 Home Care Employees Health And Welfare — all reported plans
- Local 68 Engineers Union Pension Plan (plan 001)
- Local 68 Engineers Union Pension Fund Board Of Trustees — all reported plans
- Local 305 Cio Pension Fund (plan 001)
- Joint Board Of Trustees Local 305 Cio Pe — all reported plans
- Plumbers Local Union No. 200 Welfare Fund (plan 501)
- Plumbers Local Union No. 200 Welfare Fund Board Of Trustees — all reported plans
- Teamsters Local 641 Welfare Fund (plan 501)
- Board Of Trustees Teamsters Local 641 Welfare Fund — all reported plans
- Union Mutual Fund Pension Plan (plan 001)
- Board Of Trustees Union Mutual Fund Pens — all reported plans
- Health & Welfare Fund Of Local Union 373 U.A. (plan 501)
- Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A. — all reported plans
- Ibew Local Union 375 Electricians' Welfare Fund (plan 501)
- Ibew Local Union 375 Electricans' Welfare Fund — all reported plans
- Allied Welfare Fund (plan 501)
- Allied Welfare Fund — all reported plans
- I.B.E.W. Local 456 Health & Welfare Plan (plan 501)
- Ibew Local 456 Health & Welfare Fund — all reported plans
- Local 108 Health Expense Benefits Plan (plan 501)
- Retail Wholesale Department Store Union Local 108 — all reported plans
- Local 2066 Pension Fund (plan 001)
- Joint Board Of Trustees Local 2066 — all reported plans
- Local 338 Benefits Fund (plan 502)
- Board Of Trustees Local 338 Benefits Fund — all reported plans
- Composition Roofers Local No. 4 Welfare Fund (plan 501)
- Composition Roofers Local #4-Welfare Fund — all reported plans
- Composition Roofers #4 Annuity Fund (plan 001)
- Composition Roofers Local #4 Annuity Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources