Zacks Investment Management — 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, Zacks Investment Management is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $712,096 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $712,096
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $712,096
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 |
|---|---|---|---|
| Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities | MI | 1 | $152,014 |
| Trustees Of District Council 82 Painting Industry Pension Plan | MN | 1 | $121,138 |
| Central States Joint Board Health & Welfare Trust Fund | IL | 1 | $112,071 |
| Bricklayers Union Local No 1 Of Missouri Pension Plan | MO | 1 | $80,166 |
| Trustees Of Plumbers & Steamfitter Pension Trust Fund | KY | 1 | $59,093 |
| Board Of Trustees-Local 18 Int'L Heat & Frost Insulators | IN | 1 | $58,716 |
| Delta Air Lines, Inc. | GA | 1 | $36,731 |
| Cumberland, Md & Vicinity Building & Construction Employees Trust Fun | MD | 1 | $36,277 |
| Twin Cities & Vicinity Conference Board | MN | 1 | $27,022 |
| Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare | MN | 1 | $13,396 |
State footprint
Plans reporting Zacks Investment Management are sponsored in MN (3), MD (2), IN (1), KY (1), MI (1), MO (1), GA (1), WV (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities | Sheet Metal Workers Local 7, Zone 1 Pension Plan | 2023 | $152,014 | not reported in the loaded dataset |
| Trustees Of District Council 82 Painting Industry Pension Plan | District Council 82 Painting Industry Pension Plan | 2023 | $121,138 | not reported in the loaded dataset |
| Central States Joint Board Health & Welfare Trust Fund | Central States Joint Board Health And Welfare Trust Fund | 2023 | $112,071 | not reported in the loaded dataset |
| Bricklayers Union Local No 1 Of Missouri Pension Plan | Bricklayers Union Local No 1 Of Missouri Pension P | 2023 | $80,166 | not reported in the loaded dataset |
| Trustees Of Plumbers & Steamfitter Pension Trust Fund | Plumbers & Steamfitters Local 248- Pension Trust Plan | 2023 | $59,093 | not reported in the loaded dataset |
| Board Of Trustees-Local 18 Int'L Heat & Frost Insulators | Local 18 Int'L Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund | 2023 | $58,716 | not reported in the loaded dataset |
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan For Pilots | 2023 | $36,731 | not reported in the loaded dataset |
| Cumberland, Md & Vicinity Building & Construction Employees Trust Fun | Cumberland, Md & Vicinity Building & Construction Employees Trust Fund | 2023 | $36,277 | not reported in the loaded dataset |
| Twin Cities & Vicinity Conference Board | Twin Cities & Vicinity Conference Board Pension Trust | 2023 | $27,022 | not reported in the loaded dataset |
| Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare | Greater Metropolitan Hotel Employers Employees Health & Welfare Fund | 2023 | $13,396 | not reported in the loaded dataset |
| Ibew 648 Pension Plan | Ibew 648 Pension Plan | 2023 | $8,480 | not reported in the loaded dataset |
| Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md | Ironworkers-Laborers Pension Plan Of Cumberland Md | 2023 | $6,992 | not reported in the loaded dataset |
Related Form 5500 pages
- Sheet Metal Workers Local 7, Zone 1 Pension Plan (plan 001)
- Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities — all reported plans
- District Council 82 Painting Industry Pension Plan (plan 001)
- Trustees Of District Council 82 Painting Industry Pension Plan — all reported plans
- Central States Joint Board Health And Welfare Trust Fund (plan 501)
- Central States Joint Board Health & Welfare Trust Fund — all reported plans
- Bricklayers Union Local No 1 Of Missouri Pension P (plan 001)
- Bricklayers Union Local No 1 Of Missouri Pension Plan — all reported plans
- Plumbers & Steamfitters Local 248- Pension Trust Plan (plan 001)
- Trustees Of Plumbers & Steamfitter Pension Trust Fund — all reported plans
- Local 18 Int'L Assoc. Of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (plan 001)
- Board Of Trustees-Local 18 Int'L Heat & Frost Insulators — all reported plans
- Delta 401(K) Retirement Plan For Pilots (plan 014)
- Delta Air Lines, Inc. — all reported plans
- Cumberland, Md & Vicinity Building & Construction Employees Trust Fund (plan 001)
- Cumberland, Md & Vicinity Building & Construction Employees Trust Fun — all reported plans
- Twin Cities & Vicinity Conference Board Pension Trust (plan 001)
- Twin Cities & Vicinity Conference Board — all reported plans
- Greater Metropolitan Hotel Employers Employees Health & Welfare Fund (plan 501)
- Trustees Greater Metropolitan Hotel Employers-Employees Health Welfare — all reported plans
- Ibew 648 Pension Plan (plan 001)
- Ibew 648 Pension Plan — all reported plans
- Ironworkers-Laborers Pension Plan Of Cumberland Md (plan 001)
- Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources