Plan5500

Westwood Global Investments, 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, Westwood Global Investments, LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $86,477 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$86.5KDirect + indirect, across loaded filings$86,477
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$86.5K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation47%Sullivan & Cromwell Llp
Top state share of plans33%IL
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Westwood Global Investments, LLC. Bars show relative scale.

  1. 1
    Sullivan & Cromwell Llp$40.9K
    NY · 1 plan(s)
  2. 2
    Boston Symphony Orchestra Inc.$30.4K
    MA · 1 plan(s)
  3. 3
    Exelon Corporation$15.2K
    IL · 1 plan(s)
Geographic reach

State footprint

Where Westwood Global Investments, LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    IL1 plan(s)
  2. 2
    MA1 plan(s)
  3. 3
    NY1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Westwood Global Investments, LLC are sponsored, by plan count.

  1. 1
    Chicago, IL1 plan(s)
  2. 2
    Boston, MA1 plan(s)
  3. 3
    New York, NY1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Sullivan & Cromwell Llp Employees' Pension Plan$40.9K
    Sullivan & Cromwell Llp, NY · Direct $40.9K · Indirect $0 · 2023
  2. 2
    Boston Symphony Orchestra Pensions Trust Fund$30.4K
    Boston Symphony Orchestra Inc., MA · Direct $30.4K · 2023
  3. 3
    Exelon Corp Pension Master Trust- Equity$15.2K
    Exelon Corporation, IL · Direct $15.2K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Westwood Global Investments, LLC?
Public Form 5500 Schedule C filings report compensation paid to Westwood Global Investments, LLC as a plan service provider. Across loaded filings, total reported compensation is $86,477.
How many plans report Westwood Global Investments, LLC as a service provider?
Westwood Global Investments, LLC appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages