Triad Financial Insurance Marketing — 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, Triad Financial Insurance Marketing is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,396 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$5.4KDirect + indirect, across loaded filings$5,396
Plans served1
Plan sponsors1
Filings1
Direct vs. indirect compensation
Direct compensation$5.4K
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 compensation100%California Society Of Certified Public Accountants
Top state share of plans100%CA
Plan sponsors served1
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Triad Financial Insurance Marketing. Bars show relative scale.

  1. 1
Geographic reach

State footprint

Where Triad Financial Insurance Marketing 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
    CA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Triad Financial Insurance Marketing are sponsored, by plan count.

  1. 1
By reported compensation

Plans reporting this provider

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

  1. 1
    California Society Of Certified Public Accountants, CA · Direct $5.4K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Triad Financial Insurance Marketing?
Public Form 5500 Schedule C filings report compensation paid to Triad Financial Insurance Marketing as a plan service provider. Across loaded filings, total reported compensation is $5,396.
How many plans report Triad Financial Insurance Marketing as a service provider?
Triad Financial Insurance Marketing appears on 1 loaded plan(s) across 1 sponsor(s).

Related Form 5500 pages