Weinberg, Roger & Rosenfeld — 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, Weinberg, Roger & Rosenfeld is reported as a service provider on 59 loaded Form 5500 filing(s) across 56 plan sponsor(s) and 58 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,564,631 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$2,564,631
Reported indirect compensation
$0
Total reported compensation
$2,564,631
Filings
59
Plan sponsors
56
Plans
58
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

Plan sponsors reporting the most compensation to Weinberg, Roger & Rosenfeld
SponsorStatePlansReported compensation
Bot Of Iuoe Stationary Engineers Local 39 Pension PlanCA1$303,556
Board Of Trustees Laborers Pension Trust Fund For Northern CaliforniaCA2$148,475
Board Of Trustees Of Operating EngineersCA1$102,660
Board Of Trustees Of Stationary Engineers Local 39CA1$101,442
Carpenters Pension Trust Fund For Northern CaliforniaCA1$100,349
Cement Masons Health & Welfare Trust For N CalCA1$97,460
Board Of Trustees, Labor Alliance Managed Trust FundCA1$93,909
Carpenters Health And Welfare Trust Fund For Northern CaliforniaCA1$93,155
Board Of Trustees Of Teamsters Managed Health Care Trust FundCA1$86,059
Cement Masons Pension Trust Fund For N.CalCA1$77,309

State footprint

Plans reporting Weinberg, Roger & Rosenfeld are sponsored in CA (34), HI (14), AZ (4), WA (3), OR (2), NV (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Bot Of Iuoe Stationary Engineers Local 39 Pension PlanIuoe Stationary Engineers Local 39 Pension Plan2023$303,556not reported in the loaded dataset
Board Of Trustees Laborers Pension Trust Fund For Northern CaliforniaLaborers Pension Trust Fund For Northern California2023$119,482not reported in the loaded dataset
Board Of Trustees Of Operating EngineersOperating Engineers Local 501 Security Fund2023$102,660not reported in the loaded dataset
Board Of Trustees Of Stationary Engineers Local 39Stationary Engineers Local 39 Health And Welfare Plan2023$101,442not reported in the loaded dataset
Carpenters Pension Trust Fund For Northern CaliforniaCarpenters Pension Trust Fund For Northern California2023$100,349not reported in the loaded dataset
Cement Masons Health & Welfare Trust For N CalCement Masons Health And Welfare Trust Fund For Northern California2023$97,460not reported in the loaded dataset
Board Of Trustees, Labor Alliance Managed Trust FundLabor Alliance Managed Trust Fund2023$93,909not reported in the loaded dataset
Carpenters Health And Welfare Trust Fund For Northern CaliforniaCarpenters Health And Welfare Trust Fund For California2023$93,155not reported in the loaded dataset
Board Of Trustees Of Teamsters Managed Health Care Trust FundTeamsters Managed Health Care Trust Fund2023$86,059not reported in the loaded dataset
Cement Masons Pension Trust Fund For N.CalCement Masons Pension Trust Fund For Northern California2023$77,309not reported in the loaded dataset
I.A.T.S.E. Local 16 Pension Plan TrusteesI.A.T.S.E. Local 16 Pension Plan2023$75,022not reported in the loaded dataset
Hawaii Laborers' Health & Welfare FundHawaii Laborers' Health & Welfare Fund2023$72,852not reported in the loaded dataset
Carpenters Annuity Trust Fund For Northern CaliforniaCarpenters Annuity Trust Fund For Northern California2023$71,860not reported in the loaded dataset
Board Of Trustees Of Ca Service Employees Health And Welfare TrustCalifornia Service Employees Health And Welfare Trust Fund2023$65,846not reported in the loaded dataset
I.A.T.S.E. Local 16 Welfare Trust FundI.A.T.S.E. Local 16 Health And Welfare Trust Fund2023$64,727not reported in the loaded dataset
Board Of Trustees, Santa Monica Unite Here HealthSanta Monica Unite Here Health Benefit Plan2023$64,486not reported in the loaded dataset
Board Of Trustees, Health Care Employees/EmployerHealth Care Employees/Employer Dental And Medical Trust2023$60,275$0
Trustees Oregon Laborers - Employer Pension PlanOregon Laborers-Employers Pension Plan2023$55,105not reported in the loaded dataset
Board Of Trustees Laborers Health Welfare Trust Fund Northern Cal.Laborers Health And Welfare Trust Fund For Northern California2023$55,050not reported in the loaded dataset
Trustees Of The San Diego City Employees Retiree Medical TrustSan Diego City Employees Retiree Medical Trust2023$48,000not reported in the loaded dataset
Operating Engineers Public And Misc Employees Health & Welfare Trust FOperating Engineers Public And Miscellaneous Employees Health And Welfare Trust Fund2023$43,708not reported in the loaded dataset
Bd. Of Trust. Of Stationary Engineers Loc. 39 AnnuityStationary Engineers Local 39 Annuity Trust Fund2023$43,004not reported in the loaded dataset
Apartment Employees' Pension TrustApartment Employees' Pension Trust2023$41,973not reported in the loaded dataset
Northern California Ufcw Wholesale Health & Welfare Trust FundNorthern California Ufcw Wholesale Health & Welfar2023$40,500not reported in the loaded dataset
Board Of Trustees Of Labor Alliance Savings Trust FundLabor Alliance Savings Trust Fund2023$37,133not reported in the loaded dataset
Board Of Trustees Of Teamsters Managed AnnuityTeamsters Managed Annuity Trust Fund2023$37,098not reported in the loaded dataset
Board Of Trustees, Ufcw - Hawaii Food EmployersUfcw - Hawaii Food Employers Health And Welfare Plan2023$35,049$0
Board Of Trustees Of Int'L Union Of Operating Engineers Local 501 IndiInternational Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund2023$31,209not reported in the loaded dataset
Board Of Trustees Laborers Pension Trust Fund For Nor Cal-AnnuityLaborers Annuity Plan For Northern California2023$28,993not reported in the loaded dataset
Board Of Trustees, Unitehere Northwest Pension Trust FundUnitehere Northwest Pension Trust Fund2023$26,807not reported in the loaded dataset
Board Of Trustees, Seiu Local 721 Employee BenefitsSeiu Local 721 Employee Benefits Trust Fund2023$26,000not reported in the loaded dataset
Board Of Trustees, Butcher And Provision WorkersButcher And Provision Workers Pension Fund Of Southern California2023$25,335not reported in the loaded dataset
Board Of Trustees Arizona Laborers & Teamsters Pension Trust FundArizona Laborers & Teamsters Pension Trust Fund2023$24,000not reported in the loaded dataset
Board Of Trustees-Oregon Laborers- Employers Pension Trust FundOregon Laborers-Employers Defined Contribution And 401(K) Plan2023$20,468not reported in the loaded dataset
Hawaii Sheet Metal Workers Vacation & Holiday FundHawaii Sheet Metal Workers Vacation2023$19,635not reported in the loaded dataset
Hawaii Sheet Metal Workers Pension FundHawaii Sheet Metal Workers Pension Fund2023$18,921not reported in the loaded dataset
Board Of Trustees Laborers And Op Engineers Agreement H&W Trust FundLaborers & Operating Engineers Utility Agreement Health & Welfare Trust Fund2023$18,000not reported in the loaded dataset
Board Of Trustees Arizona Laborers & Teamsters Annuity PlanArizona Laborers & Teamsters Annuity Plan2023$18,000not reported in the loaded dataset
Hawaii Sheet Metal Workers Vacation & Holiday FundHawaii Sheet Metal Workers Vacation2023$17,825not reported in the loaded dataset
Hawaii Laborers' Annuity FundHawaii Laborers' Annuity Fund2023$17,775not reported in the loaded dataset
Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare FunSouth Bay Hotel Employees Restaurant Employees Welfare Fund2023$16,208not reported in the loaded dataset
Hawaii Laborers' Pension Trust FundHawaii Laborers' Pension Trust Fund2023$15,764not reported in the loaded dataset
Board Of Trustees Of California Machinists 401k PlanCalifornia Machinists 401k Plan2023$15,566not reported in the loaded dataset
Carpenters Vacation, Holiday, And Sick Leave Trust Fund For Northern CCarpenters Vacation, Holiday, And Sick Leave Trust Fund For Northern California2023$14,581not reported in the loaded dataset
Board Of Trustees Hawaii Sheet Metal Workers Training FundHawaii Sheet Metal Workers Training Fund2023$11,643not reported in the loaded dataset
Board Of Trustees, San Francisco LithographersSan Francisco Lithographers Pension Trust2023$11,555not reported in the loaded dataset
Board Of Trustees Of Industrial Carpenters And Precast Pension PlanIndustrial Carpenters And Precast Pension Plan2023$10,301not reported in the loaded dataset
Board Of Trustees Furniture & Industrial Carpenters Health TrustFurniture And Industrial Carpenters Health Plan2023$10,101not reported in the loaded dataset
Hotel 401(K) Retirement Savings PlanHotel Union And Hotel Industry Of Hawaii 401(K) Retirement Savings Plan2023$10,069not reported in the loaded dataset
Board Of Trustees,Employers - Local 1167 Joint Pension Fund2023$9,000$0

Related Form 5500 pages