Systematic Financial 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, Systematic Financial Management is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,425,865 and reported indirect compensation totals $1,520.

Reported compensation summary

Reported direct compensation
$1,425,865
Reported indirect compensation
$1,520
Total reported compensation
$1,427,385
Filings
8
Plan sponsors
8
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

Plan sponsors reporting the most compensation to Systematic Financial Management
SponsorStatePlansReported compensation
Gundersen Lutheran Administrative Services, Inc.WI1$357,249
Bd Of Tees Heating, Piping & Refrigeration Pension FundMD1$251,840
Atmos Energy CorporationTX1$246,641
Oshkosh CorporationWI1$147,105
Pierce Manufacturing, Inc.WI1$138,336
U.A. Plumbers & Steamfitters Local 22 Pension FundNY1$119,303
Board Of Trustees Teamster Affiliates Pension PlanDC1$97,608
Board Of Trustees Michigan Laborers' Pension FundMI1$69,303

State footprint

Plans reporting Systematic Financial Management are sponsored in WI (3), DC (1), MD (1), MI (1), NY (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Gundersen Lutheran Administrative Services, Inc.Gundersen Lutheran Employees' Retirement Plan2023$357,249not reported in the loaded dataset
Bd Of Tees Heating, Piping & Refrigeration Pension FundHeating, Piping And Refrigeration Pension Fd Pension Fund2023$251,840$0
Atmos Energy CorporationAtmos Energy Corporation Pension Account Plan2023$245,121$1,520
Oshkosh CorporationOshkosh Corporation Hourly Employees' Retirement Plan2023$147,105not reported in the loaded dataset
Pierce Manufacturing, Inc.Pierce Manufacturing Inc. Pension Plan2023$138,336not reported in the loaded dataset
U.A. Plumbers & Steamfitters Local 22 Pension FundU.A. Plumbers & Steamfitters Local 22 Pension Fund2023$119,303$0
Board Of Trustees Teamster Affiliates Pension PlanTeamster Affiliates Pension Plan2023$97,608$0
Board Of Trustees Michigan Laborers' Pension FundMichigan Laborers' Pension Plan2023$69,303not reported in the loaded dataset

Related Form 5500 pages