Bofa Securities 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, Bofa Securities Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3 and reported indirect compensation totals $61,502.
Reported compensation summary
- Reported direct compensation
- $3
- Reported indirect compensation
- $61,502
- Total reported compensation
- $61,505
- Filings
- 3
- Plan sponsors
- 3
- 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 |
|---|---|---|---|
| Dominion Energy, Inc. | VA | 1 | $44,987 |
| National Rural Electric Cooperative Association | VA | 1 | $16,515 |
| Truwest Company, LLC | OH | 1 | $3 |
State footprint
Plans reporting Bofa Securities Inc are sponsored in VA (2), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $0 | $44,987 |
| National Rural Electric Cooperative Association | Retirement Security Plan | 2023 | $0 | $16,515 |
| Truwest Company, LLC | Truwest Company, LLC Retirement Savings Plan | 2023 | $3 | not reported in the loaded dataset |
Related Form 5500 pages
- Dominion Energy, Inc. Defined Benefit Master Trust (plan 047)
- Dominion Energy, Inc. — all reported plans
- Retirement Security Plan (plan 333)
- National Rural Electric Cooperative Association — all reported plans
- Truwest Company, LLC Retirement Savings Plan (plan 001)
- Truwest Company, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources