Wcm Investment Management LLC — 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, Wcm Investment Management LLC is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,750,315 and reported indirect compensation totals $41,018.
Reported compensation summary
- Reported direct compensation
- $4,750,315
- Reported indirect compensation
- $41,018
- Total reported compensation
- $4,791,333
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- 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 |
|---|---|---|---|
| Board Of Trustees Of Nycdcc Pension Fund | NY | 1 | $1,265,491 |
| Citigroup Inc. | CT | 1 | $734,325 |
| Hess Corporation | TX | 1 | $644,235 |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | MD | 1 | $621,157 |
| Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund | NJ | 1 | $457,247 |
| Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio | NY | 1 | $336,053 |
| Advance Publications, Inc. | NY | 1 | $298,272 |
| Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | NY | 1 | $107,134 |
| Board Of Trustees, Noitu Insurance Trust Fund | NY | 1 | $89,138 |
| Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | NY | 1 | $85,707 |
State footprint
Plans reporting Wcm Investment Management LLC are sponsored in NY (6), NJ (2), MD (1), CA (1), TX (1), MI (1), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of Nycdcc Pension Fund | New York District Council Of Carpenters Pension Pl | 2023 | $1,228,271 | $37,220 |
| Citigroup Inc. | Citi Retirement Savings Plan | 2023 | $734,325 | $0 |
| Hess Corporation | Hess Corporation Employees' Pension Plan | 2023 | $644,235 | not reported in the loaded dataset |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | Heating, Piping And Refrigeration Pension Fd Pension Fund | 2023 | $621,157 | $0 |
| Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund | Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund | 2023 | $457,247 | not reported in the loaded dataset |
| Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio | Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio | 2023 | $336,053 | $0 |
| Advance Publications, Inc. | Master Trust For The Employee Benefit Plans Of Advance Publications, Inc. And Certain Of Its Subsidiaries And Affiliates | 2023 | $294,474 | $3,798 |
| Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | Iron Workers Locals 40, 361 & 417 Annuity Fund | 2023 | $107,134 | $0 |
| Board Of Trustees, Noitu Insurance Trust Fund | Noitu Insurance Trust Fund | 2023 | $89,138 | not reported in the loaded dataset |
| Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | Iron Workers Locals 40, 361 & 417 Pension Fund | 2023 | $85,707 | $0 |
| Plumbers Pension Fund Local 24 Board Of Trustees | Ua Plumbers Local 24 Pension Fund | 2023 | $79,030 | $0 |
| Corewell Health | Spectrum Health Pension Plan | 2023 | $52,417 | not reported in the loaded dataset |
| Marinhealth Medical Center | Marin General Hospital Retirement Plan | 2023 | $21,127 | $0 |
Related Form 5500 pages
- New York District Council Of Carpenters Pension Pl (plan 001)
- Board Of Trustees Of Nycdcc Pension Fund — all reported plans
- Citi Retirement Savings Plan (plan 004)
- Citigroup Inc. — all reported plans
- Hess Corporation Employees' Pension Plan (plan 333)
- Hess Corporation — all reported plans
- Heating, Piping And Refrigeration Pension Fd Pension Fund (plan 001)
- Bd Of Tees Heating, Piping & Refrigeration Pension Fund — all reported plans
- Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund (plan 001)
- Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund — all reported plans
- Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio (plan 001)
- Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio — all reported plans
- Master Trust For The Employee Benefit Plans Of Advance Publications, Inc. And Certain Of Its Subsidiaries And Affiliates (plan 001)
- Advance Publications, Inc. — all reported plans
- Iron Workers Locals 40, 361 & 417 Annuity Fund (plan 001)
- Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund — all reported plans
- Noitu Insurance Trust Fund (plan 501)
- Board Of Trustees, Noitu Insurance Trust Fund — all reported plans
- Iron Workers Locals 40, 361 & 417 Pension Fund (plan 001)
- Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund — all reported plans
- Ua Plumbers Local 24 Pension Fund (plan 001)
- Plumbers Pension Fund Local 24 Board Of Trustees — all reported plans
- Spectrum Health Pension Plan (plan 001)
- Corewell Health — all reported plans
- Marin General Hospital Retirement Plan (plan 004)
- Marinhealth Medical Center — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources