The Pension Specialists, Ltd. — 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, The Pension Specialists, Ltd. is reported as a service provider on 8 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals -$115 and reported indirect compensation totals $83,527.
Reported compensation summary
- Reported direct compensation
- -$115
- Reported indirect compensation
- $83,527
- Total reported compensation
- $83,412
- Filings
- 8
- Plan sponsors
- 7
- 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 |
|---|---|---|---|
| First Mid Bancshares, Inc. | WI | 1 | $20,867 |
| Southwest Health Center, Inc. | WI | 2 | $18,551 |
| Tricor, LLC | WI | 1 | $16,047 |
| J.R. Carlson Laboratories, Inc. | IL | 1 | $14,385 |
| Qsrsoft, LLC | IL | 1 | $7,147 |
| Steelseries North America Corporation | IL | 1 | $6,985 |
| The People'S Community Bank | WI | 1 | -$570 |
State footprint
Plans reporting The Pension Specialists, Ltd. are sponsored in WI (5), IL (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| First Mid Bancshares, Inc. | Blackhawk Bank Retirement Plan | 2023 | $0 | $20,867 |
| Tricor, LLC | Tricor, LLC. 401(K) Profit Sharing Plan | 2023 | $0 | $16,047 |
| J.R. Carlson Laboratories, Inc. | J.R. Carlson Laboratories, Inc. 401(K) Plan | 2023 | $455 | $13,930 |
| Southwest Health Center, Inc. | Southwest Health Center, Inc. 403(B) Tsa Plan | 2023 | $0 | $14,177 |
| Qsrsoft, LLC | The Qumulus 401(K) Plan | 2023 | $0 | $7,147 |
| Steelseries North America Corporation | Steelseries 401(K) Plan | 2023 | $0 | $6,985 |
| Southwest Health Center, Inc. | Southwest Health Center, Inc. Savings Plan | 2023 | not reported in the loaded dataset | $4,374 |
| The People'S Community Bank | The People'S Community Bank 401(K) And Employee Stock Ownership Plan | 2023 | -$570 | not reported in the loaded dataset |
Related Form 5500 pages
- Blackhawk Bank Retirement Plan (plan 004)
- First Mid Bancshares, Inc. — all reported plans
- Tricor, LLC. 401(K) Profit Sharing Plan (plan 001)
- Tricor, LLC — all reported plans
- J.R. Carlson Laboratories, Inc. 401(K) Plan (plan 002)
- J.R. Carlson Laboratories, Inc. — all reported plans
- Southwest Health Center, Inc. 403(B) Tsa Plan (plan 002)
- Southwest Health Center, Inc. — all reported plans
- The Qumulus 401(K) Plan (plan 001)
- Qsrsoft, LLC — all reported plans
- Steelseries 401(K) Plan (plan 001)
- Steelseries North America Corporation — all reported plans
- Southwest Health Center, Inc. Savings Plan (plan 001)
- The People'S Community Bank 401(K) And Employee Stock Ownership Plan (plan 002)
- The People'S Community Bank — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources