Plan5500

Bny Mellon Investment Adviser, Inc. — 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, Bny Mellon Investment Adviser, Inc. is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,007,822 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$5MDirect + indirect, across loaded filings$5,007,822
Plans served9
Plan sponsors9
Filings9
Direct vs. indirect compensation
Direct compensation$5M
Indirect compensation$0

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 compensation38%Board Of Trustees, Operating Engineers Pension Trust
Top state share of plans22%CA
Plan sponsors served9
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Bny Mellon Investment Adviser, Inc.. Bars show relative scale.

  1. 1
    Board Of Trustees, Operating Engineers Pension Trust$1.9M
    CA · 1 plan(s)
  2. 2
    Board Of Trustees, So Ca Ufcw Unions & Food Employers$1.2M
    CA · 1 plan(s)
  3. 3
    Bot Of The North Atlantic States Carpenters Pension Fund$759.3K
    MA · 1 plan(s)
  4. 4
    I.B.E.W. Board Of Trustees For Local 357 Pension Trust$563.5K
    NV · 1 plan(s)
  5. 5
    Con Ind & Laborers Joint Pension Trust Board Of Trustees$248.3K
    NV · 1 plan(s)
  6. 6
    Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund$245.2K
    MA · 1 plan(s)
  7. 7
    Board Of Trustees Ibew Local Union No. 99 Retirement Plan$46.2K
    CT · 1 plan(s)
  8. 8
    Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan$36.5K
    FL · 1 plan(s)
  9. 9
    Robson Forensic, Inc.$0
    PA · 1 plan(s)
Geographic reach

State footprint

Where Bny Mellon Investment Adviser, Inc. 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
    CA2 plan(s)
  2. 2
    MA2 plan(s)
  3. 3
    NV2 plan(s)
  4. 4
    CT1 plan(s)
  5. 5
    FL1 plan(s)
  6. 6
    PA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Bny Mellon Investment Adviser, Inc. are sponsored, by plan count.

  1. 1
    Las Vegas, NV2 plan(s)
  2. 2
    Wilmington, MA2 plan(s)
  3. 3
    Wallingford, CT1 plan(s)
  4. 4
    Cypress, CA1 plan(s)
  5. 5
    Lancaster, PA1 plan(s)
  6. 6
    Pembroke Pines, FL1 plan(s)
  7. 7
    Pasadena, CA1 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
    Operating Engineers Pension Trust$1.9M
    Board Of Trustees, Operating Engineers Pension Trust, CA · Direct $1.9M · 2023
  2. 2
    Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund$1.2M
    Board Of Trustees, So Ca Ufcw Unions & Food Employers, CA · Direct $1.2M · 2023
  3. 3
    N. Atlantic States Carp. Pension Fund$759.3K
    Bot Of The North Atlantic States Carpenters Pension Fund, MA · Direct $759.3K · Indirect $0 · 2023
  4. 4
    I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A$563.5K
    I.B.E.W. Board Of Trustees For Local 357 Pension Trust, NV · Direct $563.5K · Indirect $0 · 2023
  5. 5
    Construction Industry And Laborers Joint Pension Trust For So Nevada, Plan A$248.3K
    Con Ind & Laborers Joint Pension Trust Board Of Trustees, NV · Direct $248.3K · Indirect $0 · 2023
  6. 6
    N. Atlantic States Carp. Guaranteed Annuity Fund$245.2K
    Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund, MA · Direct $245.2K · Indirect $0 · 2023
  7. 7
    International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan$46.2K
    Board Of Trustees Ibew Local Union No. 99 Retirement Plan, CT · Direct $46.2K · 2023
  8. 8
    Mcasf Local 725 Defined Contribution Retirement Plan$36.5K
    Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan, FL · Direct $36.5K · Indirect $0 · 2023
  9. 9
    Robson Forensic, Inc. 401(K) Plan$0
    Robson Forensic, Inc., PA · Direct $0 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Bny Mellon Investment Adviser, Inc.?
Public Form 5500 Schedule C filings report compensation paid to Bny Mellon Investment Adviser, Inc. as a plan service provider. Across loaded filings, total reported compensation is $5,007,822.
How many plans report Bny Mellon Investment Adviser, Inc. as a service provider?
Bny Mellon Investment Adviser, Inc. appears on 9 loaded plan(s) across 9 sponsor(s).

Related Form 5500 pages