Bank Of America Retirement Services — 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 Retirement Services is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $671,596 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $671,596
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $671,596
- Filings
- 3
- Plan sponsors
- 2
- Plans
- 3
- 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 |
|---|---|---|---|
| Bank Of America Corporation | RI | 2 | $662,348 |
| Bank Of America, N.A. | RI | 1 | $9,248 |
State footprint
Plans reporting Bank Of America Retirement Services are sponsored in RI (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $577,090 | not reported in the loaded dataset |
| Bank Of America Corporation | Bank Of America Group Benefits Program | 2023 | $85,258 | not reported in the loaded dataset |
| Bank Of America, N.A. | Bank Of America Retirement Plan For Dollar Paid Employees Of Military Banking Division | 2023 | $9,248 | not reported in the loaded dataset |
Related Form 5500 pages
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- Bank Of America Group Benefits Program (plan 501)
- Bank Of America Retirement Plan For Dollar Paid Employees Of Military Banking Division (plan 010)
- Bank Of America, N.A. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources