Wellington Ctf Smid Cap Research — 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, Wellington Ctf Smid Cap Research is reported as a service provider on 2 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $798,455 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$798,455
Reported indirect compensation
$0
Total reported compensation
$798,455
Filings
2
Plan sponsors
1
Plans
2
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 Wellington Ctf Smid Cap Research
SponsorStatePlansReported compensation
Teamsters Western Region And New Jersey Health Care FundAZ2$798,455

State footprint

Plans reporting Wellington Ctf Smid Cap Research are sponsored in AZ (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Teamsters Western Region And New Jersey Health Care FundTeamsters Western Region And New Jersey Health Care Fund Retiree Plan2023$637,701$0
Teamsters Western Region And New Jersey Health Care FundTeamsters Western Region And New Jersey Health Care Fund Active Plan2023$160,754$0

Related Form 5500 pages