Umb Fund 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, Umb Fund Services is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,762,896 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $2,762,896
- Reported indirect compensation
- $0
- Total reported compensation
- $2,762,896
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Global Alpha Capital Management Ltd. | — | 1 | $1,170,829 |
| Connor, Clark & Lunn Investment Management Ltd. | — | 1 | $853,863 |
| Fiera Capital Inc. | NY | 1 | $512,075 |
| Fiera Capital Inc. | NY | 1 | $120,383 |
| Ibew Local 38 Pension Plan | OH | 1 | $105,746 |
State footprint
Plans reporting Umb Fund Services are sponsored in NY (2), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Global Alpha Capital Management Ltd. | Global Alpha International Small Cap Fund Lp | 2023 | $1,170,829 | $0 |
| Connor, Clark & Lunn Investment Management Ltd. | Cc&L Q Emerging Markets Equity Fund Lp | 2023 | $853,863 | $0 |
| Fiera Capital Inc. | Global Equity Long-Only Fund Lp | 2023 | $512,075 | $0 |
| Fiera Capital Inc. | International Equity Long-Only Fund Lp | 2023 | $120,383 | $0 |
| Ibew Local 38 Pension Plan | I.B.E.W. Local 38 Pension Plan | 2023 | $105,746 | not reported in the loaded dataset |
Related Form 5500 pages
- Global Alpha International Small Cap Fund Lp (plan 001)
- Global Alpha Capital Management Ltd. — all reported plans
- Cc&L Q Emerging Markets Equity Fund Lp (plan 001)
- Connor, Clark & Lunn Investment Management Ltd. — all reported plans
- Global Equity Long-Only Fund Lp (plan 001)
- Fiera Capital Inc. — all reported plans
- International Equity Long-Only Fund Lp (plan 002)
- Fiera Capital Inc. — all reported plans
- I.B.E.W. Local 38 Pension Plan (plan 001)
- Ibew Local 38 Pension Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources