United Planners Financial 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, United Planners Financial Services is reported as a service provider on 24 loaded Form 5500 filing(s) across 24 plan sponsor(s) and 24 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $210,587 and reported indirect compensation totals $105,826.
Reported compensation summary
- Reported direct compensation
- $210,587
- Reported indirect compensation
- $105,826
- Total reported compensation
- $316,413
- Filings
- 24
- Plan sponsors
- 24
- Plans
- 24
- 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 |
|---|---|---|---|
| North Central Mental Health Services, Inc. | OH | 1 | $39,525 |
| Gcm Medical And Oem, Inc. | CA | 1 | $32,360 |
| One Health Ohio | OH | 1 | $29,555 |
| Profed Federal Credit Union | IN | 1 | $27,901 |
| Glen J Lerner Esq | NV | 1 | $22,097 |
| Lerner Rowe & Associates Pc | NV | 1 | $21,963 |
| Systems Technology, Inc. | CA | 1 | $20,953 |
| Jeff Belzers Todd Chevrolet, Inc. | MN | 1 | $20,740 |
| Hydroform Usa, Inc. | CA | 1 | $13,725 |
| Vytex Corporation | MD | 1 | $12,989 |
State footprint
Plans reporting United Planners Financial Services are sponsored in NJ (6), NY (5), CA (3), VA (2), NV (2), OH (2), MD (1), IN (1), MN (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| North Central Mental Health Services, Inc. | North Central Mental Health Services, Inc. 401(K) Retirement Savings Plan | 2023 | $39,525 | not reported in the loaded dataset |
| Gcm Medical And Oem, Inc. | Gcm 401(K) Plan | 2023 | $0 | $32,360 |
| One Health Ohio | One Health Ohio 401(K) Plan | 2023 | $29,555 | not reported in the loaded dataset |
| Profed Federal Credit Union | Profed Retirement Readiness 401(K) Plan | 2023 | $27,901 | not reported in the loaded dataset |
| Glen J Lerner Esq | Glen J Lerner Esq 401(K) Profit Sharing Plan & Trust | 2023 | $22,097 | not reported in the loaded dataset |
| Lerner Rowe & Associates Pc | Lerner Rowe & Associates Pc 401(K) Profit Sharing Plan & Trust | 2023 | $21,963 | not reported in the loaded dataset |
| Systems Technology, Inc. | Systems Technology, Inc. 401(K) Employee Stock Ownership Plan | 2023 | $0 | $20,953 |
| Jeff Belzers Todd Chevrolet, Inc. | Jeff Belzer 401(K) Plan | 2023 | $20,740 | not reported in the loaded dataset |
| Hydroform Usa, Inc. | Hydroform Usa, Inc. Profit Sharing Plan And Trust | 2023 | $13,725 | not reported in the loaded dataset |
| Vytex Corporation | Vytex Corporation 401(K) Plan | 2023 | $12,989 | not reported in the loaded dataset |
| Rema Holdings LLC | Cammeby'S International Ltd 401(K) Plan | 2023 | $0 | $11,598 |
| Patriot Group International, Inc. | Patriot Group International, Inc. 401(K) Plan | 2023 | $10,376 | not reported in the loaded dataset |
| Tryko Partners, LLC | Tryko Partners, LLC 401(K) Plan | 2023 | $0 | $7,937 |
| Outerstuff, LLC | Outerstuff, LLC 401(K) Plan | 2023 | $0 | $7,573 |
| Atlas Healthcare, LLC | Atlas Healthcare, LLC 401k Plan | 2023 | $0 | $7,471 |
| Mfa Benefits LLC | Mfa 401(K) Plan | 2023 | $6,541 | not reported in the loaded dataset |
| Gp 50 New York Ltd. | Gp 50 New York Ltd. 401(K) Profit Sharing Plan | 2023 | $0 | $6,396 |
| Autumn Lake Healthcare LLC | Healthcare 401(K) Plan | 2023 | $0 | $5,632 |
| Enhance Therapies | Enhance Therapies 401(K) Plan | 2023 | $5,175 | not reported in the loaded dataset |
| Champion Care, LLC | Champion Care, LLC 401(K) Plan | 2023 | $0 | $3,433 |
| Midwest Recover-Care | Midwest Recover-Care 401(K) Plan | 2023 | $0 | $2,473 |
| Kr Contracting, Inc. | Kr Contracting, Inc 401(K) Plan | 2023 | $0 | $0 |
| Cmbk Resort Operations, LLC | Camelback Resort 401(K) Plan | 2023 | $0 | $0 |
| Community Home Care Referral Service, Inc. | Community Home Care Referral Service, Inc. D/B/A Helping Hands Attendant Services 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- North Central Mental Health Services, Inc. 401(K) Retirement Savings Plan (plan 001)
- North Central Mental Health Services, Inc. — all reported plans
- Gcm 401(K) Plan (plan 003)
- Gcm Medical And Oem, Inc. — all reported plans
- One Health Ohio 401(K) Plan (plan 001)
- One Health Ohio — all reported plans
- Profed Retirement Readiness 401(K) Plan (plan 001)
- Profed Federal Credit Union — all reported plans
- Glen J Lerner Esq 401(K) Profit Sharing Plan & Trust (plan 001)
- Glen J Lerner Esq — all reported plans
- Lerner Rowe & Associates Pc 401(K) Profit Sharing Plan & Trust (plan 001)
- Lerner Rowe & Associates Pc — all reported plans
- Systems Technology, Inc. 401(K) Employee Stock Ownership Plan (plan 002)
- Systems Technology, Inc. — all reported plans
- Jeff Belzer 401(K) Plan (plan 002)
- Jeff Belzers Todd Chevrolet, Inc. — all reported plans
- Hydroform Usa, Inc. Profit Sharing Plan And Trust (plan 001)
- Hydroform Usa, Inc. — all reported plans
- Vytex Corporation 401(K) Plan (plan 001)
- Vytex Corporation — all reported plans
- Cammeby'S International Ltd 401(K) Plan (plan 001)
- Rema Holdings LLC — all reported plans
- Patriot Group International, Inc. 401(K) Plan (plan 001)
- Patriot Group International, Inc. — all reported plans
- Tryko Partners, LLC 401(K) Plan (plan 001)
- Tryko Partners, LLC — all reported plans
- Outerstuff, LLC 401(K) Plan (plan 001)
- Outerstuff, LLC — all reported plans
- Atlas Healthcare, LLC 401k Plan (plan 002)
- Atlas Healthcare, LLC — all reported plans
- Mfa 401(K) Plan (plan 001)
- Mfa Benefits LLC — all reported plans
- Gp 50 New York Ltd. 401(K) Profit Sharing Plan (plan 001)
- Gp 50 New York Ltd. — all reported plans
- Healthcare 401(K) Plan (plan 001)
- Autumn Lake Healthcare LLC — all reported plans
- Enhance Therapies 401(K) Plan (plan 001)
- Enhance Therapies — all reported plans
- Champion Care, LLC 401(K) Plan (plan 001)
- Champion Care, LLC — all reported plans
- Midwest Recover-Care 401(K) Plan (plan 001)
- Midwest Recover-Care — all reported plans
- Kr Contracting, Inc 401(K) Plan (plan 001)
- Kr Contracting, Inc. — all reported plans
- Camelback Resort 401(K) Plan (plan 001)
- Cmbk Resort Operations, LLC — all reported plans
- Community Home Care Referral Service, Inc. D/B/A Helping Hands Attendant Services 401(K) Plan (plan 001)
- Community Home Care Referral Service, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources