Bloomberg — 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, Bloomberg is reported as a service provider on 14 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $841,563 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $841,563
- Reported indirect compensation
- $0
- Total reported compensation
- $841,563
- Filings
- 14
- Plan sponsors
- 11
- Plans
- 14
- 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 |
|---|---|---|---|
| International Business Machines Corporation | NY | 1 | $257,939 |
| Jpmorgan Chase Bank, National Association | NJ | 1 | $122,596 |
| Southern Company Services, Inc. | GA | 1 | $87,599 |
| Ssm Health Care Corporation | MO | 1 | $72,720 |
| Northrop Grumman Corporation | VA | 3 | $72,253 |
| Altria Client Services LLC | VA | 1 | $60,893 |
| Johnson And Johnson | NJ | 1 | $51,317 |
| Blue Rock Advisors, LLC | MN | 2 | $42,912 |
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $42,000 |
| Rush University Medical Center | IL | 1 | $16,340 |
State footprint
Plans reporting Bloomberg are sponsored in VA (4), MN (2), NJ (2), GA (1), NY (1), OH (1), NC (1), IL (1), MO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $257,939 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase Retirement Plan | 2023 | $122,596 | not reported in the loaded dataset |
| Southern Company Services, Inc. | The Southern Company Pension Plan | 2023 | $87,599 | not reported in the loaded dataset |
| Ssm Health Care Corporation | Ssm Health Care System Master Pension Trust | 2023 | $72,720 | not reported in the loaded dataset |
| Altria Client Services LLC | Altria Retirement Plan | 2023 | $60,893 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $51,317 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Northrop Grumman Pension Plan | 2023 | $46,580 | not reported in the loaded dataset |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $42,000 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Capital Fund, Lp | 2023 | $28,237 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Ng Space&Mission Systems Corp Salaried Pension Pla | 2023 | $20,517 | not reported in the loaded dataset |
| Rush University Medical Center | Rush Retirement Plan | 2023 | $16,340 | $0 |
| Abb Inc. | Abb Inc. Cash Balance Pension Plan | 2023 | $14,994 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Liquid Alpha Fund, L.P. | 2023 | $14,675 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Northrop Grumman Retirement Plan B | 2023 | $5,156 | not reported in the loaded dataset |
Related Form 5500 pages
- Ibm Personal Pension Plan (plan 001)
- International Business Machines Corporation — all reported plans
- Jpmorgan Chase Retirement Plan (plan 001)
- Jpmorgan Chase Bank, National Association — all reported plans
- The Southern Company Pension Plan (plan 001)
- Southern Company Services, Inc. — all reported plans
- Ssm Health Care System Master Pension Trust (plan 009)
- Ssm Health Care Corporation — all reported plans
- Altria Retirement Plan (plan 006)
- Altria Client Services LLC — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — all reported plans
- Northrop Grumman Pension Plan (plan 030)
- Northrop Grumman Corporation — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Blue Rock Capital Fund, Lp (plan 002)
- Blue Rock Advisors, LLC — all reported plans
- Ng Space&Mission Systems Corp Salaried Pension Pla (plan 007)
- Rush Retirement Plan (plan 006)
- Rush University Medical Center — all reported plans
- Abb Inc. Cash Balance Pension Plan (plan 301)
- Abb Inc. — all reported plans
- Blue Rock Liquid Alpha Fund, L.P. (plan 007)
- Northrop Grumman Retirement Plan B (plan 041)
- Form 5500 Schedule C explained
- Methodology
- Data sources