Bank Of America Na — 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 Na is reported as a service provider on 50 loaded Form 5500 filing(s) across 50 plan sponsor(s) and 50 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,756,427 and reported indirect compensation totals $49,269.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.8MDirect + indirect, across loaded filings$1,805,696
Plans served50
Plan sponsors50
Filings50
Direct vs. indirect compensation
Direct compensation$1.8M
Indirect compensation$49.3K

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 compensation14%Jacobs Engineering Group, Inc.
Top state share of plans20%CA
Plan sponsors served50
By reported compensation

Top plan sponsors by reported compensation

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

  1. 1
    TX · 1 plan(s)
  2. 2
    CA · 1 plan(s)
  3. 3
    NJ · 1 plan(s)
  4. 4
    CA · 1 plan(s)
  5. 5
    GA · 1 plan(s)
  6. 6
    WI · 1 plan(s)
  7. 7
    FL · 1 plan(s)
  8. 8
  9. 9
    WA · 1 plan(s)
  10. 10
    CA · 1 plan(s)
Geographic reach

State footprint

Where Bank Of America Na 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
    CA8 plan(s)
  2. 2
    WA5 plan(s)
  3. 3
    NJ4 plan(s)
  4. 4
    MN3 plan(s)
  5. 5
    FL3 plan(s)
  6. 6
    GA3 plan(s)
  7. 7
    LA3 plan(s)
  8. 8
    NY3 plan(s)
  9. 9
    TX3 plan(s)
  10. 10
    PA2 plan(s)
  11. 11
    OH2 plan(s)
  12. 12
    IA1 plan(s)
Geographic reach

City footprint

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

  1. 1
    Seattle, WA4 plan(s)
  2. 2
  3. 3
    Atlanta, GA2 plan(s)
  4. 4
    Downey, CA1 plan(s)
  5. 5
    Ventura, CA1 plan(s)
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
By reported compensation

Plans reporting this provider

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

  1. 1
    Jacobs Engineering Group, Inc., TX · Direct $248.5K · Indirect $0 · 2023
  2. 2
    Mbs Asset Management LLC, CA · Direct $195.6K · 2023
  3. 3
    South Jersey Industries, Inc., NJ · Direct $123.6K · 2023
  4. 4
    James Perse Enterprises, LLC, CA · Direct $64.4K · 2023
  5. 5
    Piedmont National Corporation, GA · Direct $55.9K · 2023
  6. 6
    Caravel Autism Health, LLC, WI · Direct $54.6K · 2023
  7. 7
    Mattamy Homes Corporation, FL · Direct $53.2K · 2023
  8. 8
    General Electric Company, Operating As Ge Aerospace, OH · Direct $0 · Indirect $49.3K · 2023
  9. 9
    Cochran, Inc., WA · Direct $44.9K · Indirect $5 · 2023
  10. 10
    D & D Gear, Inc., CA · Direct $44.3K · 2023
  11. 11
    Pelican State Credit Union, LA · Direct $44.1K · 2023
  12. 12
    Jamestown Metal Marine Sales, Inc., FL · Direct $41.1K · 2023
  13. 13
    Rapattoni Corporation, CA · Direct $38.4K · 2023
  14. 14
    B & D Industrial, Inc., GA · Direct $38.3K · 2023
  15. 15
    Mccabe, Hamilton & Renny Company, Limited, HI · Direct $37.2K · 2023
  16. 16
    Dayton Physicians, LLC, OH · Direct $36.9K · 2023
  17. 17
    Cnm, Llp, CA · Direct $35.3K · 2023
  18. 18
    Episcopal Communities & Services For Seniors, CA · Direct $34.5K · 2023
  19. 19
    Board Of Trustees, Unitehere Northwest Health Trust Fund, WA · Direct $33.3K · 2023
  20. 20
    Northwest Pipe Fittings, Inc., MT · Direct $31.5K · 2023
  21. 21
    Innovative Office Solutions, MN · Direct $30.8K · Indirect $0 · 2023
  22. 22
    Dakota Red Corporation, IA · Direct $29.2K · 2023
  23. 23
    Food Safety Net Services, Ltd, TX · Direct $28.3K · 2023
  24. 24
    Fuccillo Automotive Group, Inc., NY · Direct $27.4K · 2023
  25. 25
    Vp Racing Fuels, Inc., TX · Direct $24.3K · 2023
  26. 26
    Stefanini, MI · Direct $22.9K · 2023
  27. 27
    Board Of Trustees Puget Sound Electrical Workers, WA · Direct $22K · 2023
  28. 28
    1st Lake Properties, Inc., LA · Direct $21.4K · 2023
  29. 29
    C. Stein, Inc. Dba Csb, WA · Direct $20.8K · 2023
  30. 30
    Foam Supplies, Inc., MO · Direct $19.9K · 2023
  31. 31
    Disability Rights California, CA · Direct $19.4K · 2023
  32. 32
    Cherry Creek Mortgage, LLC, CO · Direct $19.3K · 2023
  33. 33
    Associates Of Cape Cod, Inc., MA · Direct $19.1K · 2023
  34. 34
    Carithers-Wallace-Courtenay, LLC, GA · Direct $18.7K · 2023
  35. 35
    Hayes Medical Staffing, LLC, FL · Direct $18.7K · 2023
  36. 36
    Lux Global Label Company, LLC, PA · Direct $17.9K · 2023
  37. 37
    Coast Professional Inc., LA · Direct $17.5K · 2023
  38. 38
    Hudson Envelope Of New Jersey LLC, NJ · Direct $17K · Indirect $0 · 2023
  39. 39
    Jt. Bd. Of Trustees Of The Unite Here! Local 54, NJ · Direct $13.8K · 2023
  40. 40
    Complete Discovery Source Inc., NY · Direct $13.7K · 2023
  41. 41
    Psi Molded Plastics Holdings, Inc., IN · Direct $12.4K · 2023
  42. 42
    Thermo King Sales & Services, Inc., MN · Direct $11.1K · 2023
  43. 43
    Local 22 Health Fund, NY · Direct $10.8K · Indirect $0 · 2023
  44. 44
    Board Of Trustees, Cement Masons And Plasterers Retirement Trust, WA · Direct $10.8K · 2023
  45. 45
    N. Kohl Grocer Co., Inc., IL · Direct $7K · 2023
  46. 46
    Tyber Medical LLC, PA · Direct $6.4K · 2023
  47. 47
    Conleasco, Inc. Dba Becker Furniture, MN · Direct $6.2K · 2023
  48. 48
    Urbane Cafe Operations, LLC, CA · Direct $5.3K · 2023
  49. 49
    Teva Pharmaceuticals Usa, Inc., NJ · Direct $5K · 2023
  50. 50
    Leonard Management, NE · Direct $3.7K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Bank Of America Na?
Public Form 5500 Schedule C filings report compensation paid to Bank Of America Na as a plan service provider. Across loaded filings, total reported compensation is $1,805,696.
How many plans report Bank Of America Na as a service provider?
Bank Of America Na appears on 50 loaded plan(s) across 50 sponsor(s).

Related Form 5500 pages