Bank Of America — 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, Bank Of America is reported as a service provider on 218 loaded Form 5500 filing(s) across 200 plan sponsor(s) and 213 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $14,475,775 and reported indirect compensation totals $634,516.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$15.1MDirect + indirect, across loaded filings$15,110,291
Plans served213
Plan sponsors200
Filings218
Direct vs. indirect compensation
Direct compensation$14.5M
Indirect compensation$634.5K

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 compensation5%Northeast Georgia Health System, Inc.
Top state share of plans20%NY
Plan sponsors served200
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Bank Of America. Bars show relative scale.

  1. 1
  2. 2
  3. 3
    AZ · 1 plan(s)
  4. 4
    TX · 1 plan(s)
  5. 5
    CT · 1 plan(s)
  6. 6
  7. 7
  8. 8
    NJ · 3 plan(s)
  9. 9
  10. 10
    IL · 1 plan(s)
Geographic reach

State footprint

Where Bank Of America 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
    NY33 plan(s)
  2. 2
    CT25 plan(s)
  3. 3
    NJ20 plan(s)
  4. 4
    PA14 plan(s)
  5. 5
    WA13 plan(s)
  6. 6
    CA12 plan(s)
  7. 7
    IL12 plan(s)
  8. 8
    OH9 plan(s)
  9. 9
    MO8 plan(s)
  10. 10
    VA7 plan(s)
  11. 11
    OR6 plan(s)
  12. 12
    GA5 plan(s)
Geographic reach

City footprint

Cities where plans reporting Bank Of America are sponsored, by plan count.

  1. 1
  2. 2
    Seattle, WA8 plan(s)
  3. 3
    New York, NY8 plan(s)
  4. 4
    Hartford, CT6 plan(s)
  5. 5
    Westport, CT5 plan(s)
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
    Stamford, CT3 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
    Northeast Georgia Health System, Inc., GA · Direct $782.5K · 2023
  2. 2
    Board Of Trustees Ironworkers Local No. 55 Pension Plan, OH · Direct $573.4K · 2023
  3. 3
    Yuma Regional Medical Center, AZ · Direct $529.3K · Indirect $0 · 2023
  4. 4
    Tronox Incorporated, CT · Direct $444.3K · 2023
  5. 5
    Commonwealth Health Corporation Restated Retirement Plan, KY · Direct $430.5K · Indirect $0 · 2023
  6. 6
    Board Of Trustees Of Laborers 785 Pension Plan, NY · Direct $341.8K · 2023
  7. 7
    Connecticut Children'S Medical Center, CT · Direct $25.5K · Indirect $298.3K · 2023
  8. 8
    Stepan Company, IL · Direct $314.8K · Indirect $0 · 2023
  9. 9
    Thiele Kaolin Company, GA · Direct $283.1K · Indirect $0 · 2023
  10. 10
    Jacobs Engineering Group, Inc., TX · Direct $262K · Indirect $0 · 2023
  11. 11
    Beyond New Horizons, TN · Direct $215.2K · Indirect $0 · 2023
  12. 12
    Jacobs Engineering Group, Inc., TX · Direct $215K · Indirect $0 · 2023
  13. 13
    Cusa Acquisition LLC, NY · Direct $213.3K · 2023
  14. 14
    Otsuka America Pharmaceutical, Inc., NJ · Direct $205.3K · Indirect $0 · 2023
  15. 15
    All Weather Portfolio Limited, CT · Direct $198.1K · 2023
  16. 16
    Great Plains Communications LLC, NE · Direct $166.7K · Indirect $27.7K · 2023
  17. 17
    Metropolitan Hospital, MI · Direct $188.9K · 2023
  18. 18
    The International Association Of Lions Clubs, IL · Direct $185.9K · Indirect $0 · 2023
  19. 19
    Associated Milk Producers, Inc., MN · Direct $181.1K · 2023
  20. 20
    B&G Foods North America, Inc., NJ · Direct $176.7K · 2023
  21. 21
    Logix Employment Services, Inc., CA · Direct $173K · Indirect $0 · 2023
  22. 22
    Calgon Carbon Corporation, PA · Direct $167.8K · 2023
  23. 23
    Berwind Corporation, PA · Direct $162.7K · Indirect $0 · 2023
  24. 24
    Bridgewater Pure Alpha Funds, Ltd., CT · Direct $156K · 2023
  25. 25
    Federal Signal Corporation, IL · Direct $155.4K · 2023
  26. 26
    Lazard Asset Management LLC, MO · Direct $0 · Indirect $154.4K · 2023
  27. 27
    Cemex De Puerto Rico, Inc., PR · Direct $152.8K · 2023
  28. 28
    Magnesita Refractories Company, PA · Direct $150.9K · Indirect $0 · 2023
  29. 29
    Bethesda Hospital, Inc., FL · Direct $149K · Indirect $0 · 2023
  30. 30
    The Gorman-Rupp Company, OH · Direct $144.8K · 2023
  31. 31
    B&G Foods North America, Inc., NJ · Direct $143.4K · 2023
  32. 32
    Teck American, Inc. & Subsidiaries, WA · Direct $143.3K · 2023
  33. 33
    Bnb Bank, NY · Direct $140K · 2023
  34. 34
    Baton Rouge Water Works Company, LA · Direct $138.7K · 2023
  35. 35
    Bic Corporation, CT · Direct $137.1K · Indirect $0 · 2023
  36. 36
    Board Of Trustees Ibew Local Union No. 99 Retirement Plan, CT · Direct $129.5K · Indirect $0 · 2023
  37. 37
    Field Packing Company, LLC, KY · Direct $128.3K · 2023
  38. 38
    The Belt Railway Company Of Chicago, IL · Direct $120K · 2023
  39. 39
    H N S Management Company Inc, CT · Direct $109.6K · Indirect $0 · 2023
  40. 40
    Boca Raton Regional Hospital, Inc., FL · Direct $109.4K · 2023
  41. 41
    The Ames Companies, Inc., FL · Direct $103.6K · 2023
  42. 42
    Pelli Clarke & Partners, CT · Direct $100K · 2023
  43. 43
    Keystone Powdered Metal Company, PA · Direct $99.2K · 2023
  44. 44
    South Jersey Industries, Inc., NJ · Direct $97.1K · 2023
  45. 45
    High Grade Beverage Co., NJ · Direct $95.6K · Indirect $0 · 2023
  46. 46
    Sheet Metal Workers 16 Health Tr. Board Of Trustees, OR · Direct $90K · Indirect $0 · 2023
  47. 47
    Xl America, Inc., CT · Direct $89.6K · 2023
  48. 48
    United Refining Company, PA · Direct $89.2K · 2023
  49. 49
    Babcock Power Inc., MA · Direct $87.4K · Indirect $971 · 2023
  50. 50
    New York Eye And Ear Infirmary, NY · Direct $87.7K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Bank Of America?
Public Form 5500 Schedule C filings report compensation paid to Bank Of America as a plan service provider. Across loaded filings, total reported compensation is $15,110,291.
How many plans report Bank Of America as a service provider?
Bank Of America appears on 213 loaded plan(s) across 200 sponsor(s).

Related Form 5500 pages