Bloomberg Finance Lp — 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 Finance Lp is reported as a service provider on 26 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 26 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,740,922 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $2,740,922
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $2,740,922
- Filings
- 26
- Plan sponsors
- 20
- Plans
- 26
- 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 |
|---|---|---|---|
| Lockheed Martin Corporation | MD | 1 | $1,198,829 |
| Lockheed Martin Corporation | MD | 1 | $180,478 |
| Deseret Mutual Benefit Administrators | UT | 2 | $169,777 |
| Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan | GA | 1 | $164,129 |
| Pfizer Inc | NY | 1 | $147,186 |
| Umwa 1974 Pension Trust Board Of Trustees | DC | 1 | $134,482 |
| United Parcel Service Of America, Inc. | GA | 1 | $132,740 |
| Deere & Company | IL | 1 | $126,065 |
| Exelon Corporation | IL | 4 | $113,293 |
| Bp Corporation North America Inc. | TX | 1 | $105,483 |
State footprint
Plans reporting Bloomberg Finance Lp are sponsored in IL (5), NY (3), VA (3), UT (2), GA (2), MI (2), MD (2), TX (2), MN (1), IN (1), DC (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $1,198,829 | not reported in the loaded dataset |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $180,478 | not reported in the loaded dataset |
| Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan | Ups/Ibt Full-Time Employee Pension Plan | 2023 | $164,129 | not reported in the loaded dataset |
| Deseret Mutual Benefit Administrators | Deseret Mutual Master Retirement Plan | 2023 | $162,525 | not reported in the loaded dataset |
| Pfizer Inc | Master Trust Between Pfizer Inc And The Northern Trust Company | 2023 | $147,186 | not reported in the loaded dataset |
| Umwa 1974 Pension Trust Board Of Trustees | United Mine Workers Of America 1974 Pension Plan | 2023 | $134,482 | not reported in the loaded dataset |
| United Parcel Service Of America, Inc. | Ups Pension Plan | 2023 | $132,740 | not reported in the loaded dataset |
| Deere & Company | John Deere Pension Trust (Master Trust) | 2023 | $126,065 | not reported in the loaded dataset |
| Bp Corporation North America Inc. | Bp Master Trust For Employee Pension Plans | 2023 | $105,483 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corporation Retirement Program | 2023 | $72,619 | not reported in the loaded dataset |
| The New York And Presbyterian Hospital | The New York And Presbyterian Hospital Retirement Plan | 2023 | $41,383 | not reported in the loaded dataset |
| Nokia Of America Corporation | Lucent Technologies Inc. Master Pension Trust | 2023 | $31,891 | not reported in the loaded dataset |
| Lyondell Chemical Company | Lyondellbasell Master Trust | 2023 | $28,258 | not reported in the loaded dataset |
| Cummins Inc. | Cummins Pension Plan | 2023 | $24,660 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | 401(K) Pension Plan | 2023 | $24,254 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | Retirement Security Plan | 2023 | $21,828 | not reported in the loaded dataset |
| Exelon Corporation | Pepco Holdings LLC Retirement Plan | 2023 | $21,154 | not reported in the loaded dataset |
| Dte Energy Corporate Services, LLC | Dte Energy Company Affiliates Employee Benefit Plans Master Trust | 2023 | $20,485 | not reported in the loaded dataset |
| 3m Company | 3m Employee Retirement Income Plan | 2023 | $19,139 | not reported in the loaded dataset |
| Hps Investment Partners LLC | Institutional Credit Fund, L.P. | 2023 | $18,117 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | Group Benefits Program | 2023 | $17,168 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Pension Plan | 2023 | $11,566 | not reported in the loaded dataset |
| Constellation Energy Generation LLC | Constellation Retirement Program | 2023 | $11,382 | not reported in the loaded dataset |
| Dte Energy Corporate Services, LLC | Dte Energy Company Master Veba Trust | 2023 | $9,895 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corporation Health Care Program | 2023 | $7,954 | not reported in the loaded dataset |
| Deseret Mutual Benefit Administrators | Deseret Healthcare Employee Benefits Plan | 2023 | $7,252 | not reported in the loaded dataset |
Related Form 5500 pages
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- Lmc Defined Contribution Master Trust (plan 002)
- Lockheed Martin Corporation — all reported plans
- Ups/Ibt Full-Time Employee Pension Plan (plan 001)
- Board Of Trustees Of The Ups/Ibt Full-Time Pension Plan — all reported plans
- Deseret Mutual Master Retirement Plan (plan 001)
- Deseret Mutual Benefit Administrators — all reported plans
- Master Trust Between Pfizer Inc And The Northern Trust Company (plan 001)
- Pfizer Inc — all reported plans
- United Mine Workers Of America 1974 Pension Plan (plan 002)
- Umwa 1974 Pension Trust Board Of Trustees — all reported plans
- Ups Pension Plan (plan 022)
- United Parcel Service Of America, Inc. — all reported plans
- John Deere Pension Trust (Master Trust) (plan 010)
- Deere & Company — all reported plans
- Bp Master Trust For Employee Pension Plans (plan 300)
- Bp Corporation North America Inc. — all reported plans
- Exelon Corporation Retirement Program (plan 002)
- Exelon Corporation — all reported plans
- The New York And Presbyterian Hospital Retirement Plan (plan 001)
- The New York And Presbyterian Hospital — all reported plans
- Lucent Technologies Inc. Master Pension Trust (plan 001)
- Nokia Of America Corporation — all reported plans
- Lyondellbasell Master Trust (plan 009)
- Lyondell Chemical Company — all reported plans
- Cummins Pension Plan (plan 001)
- Cummins Inc. — all reported plans
- 401(K) Pension Plan (plan 444)
- National Rural Electric Cooperative Association — all reported plans
- Retirement Security Plan (plan 333)
- Pepco Holdings LLC Retirement Plan (plan 022)
- Dte Energy Company Affiliates Employee Benefit Plans Master Trust (plan 021)
- Dte Energy Corporate Services, LLC — all reported plans
- 3m Employee Retirement Income Plan (plan 002)
- 3m Company — all reported plans
- Institutional Credit Fund, L.P. (plan 002)
- Hps Investment Partners LLC — all reported plans
- Group Benefits Program (plan 501)
- Exelon Pension Plan (plan 016)
- Constellation Retirement Program (plan 001)
- Constellation Energy Generation LLC — all reported plans
- Dte Energy Company Master Veba Trust (plan 023)
- Dte Energy Corporate Services, LLC — all reported plans
- Exelon Corporation Health Care Program (plan 504)
- Form 5500 Schedule C explained
- Methodology
- Data sources