Chevy Chase Trust — 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, Chevy Chase Trust is reported as a service provider on 28 loaded Form 5500 filing(s) across 27 plan sponsor(s) and 28 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,406,639 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $4,406,639
- Reported indirect compensation
- $0
- Total reported compensation
- $4,406,639
- Filings
- 28
- Plan sponsors
- 27
- Plans
- 28
- 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 |
|---|---|---|---|
| Trustees Of The National Electrical Annuity Plan | MD | 1 | $2,852,795 |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | MD | 1 | $336,327 |
| Trustees St. Paul Electrical Constructio Workers Supplemental Pension | MN | 2 | $235,758 |
| Board Of Trustees Indiana State Council Of Carpenters Pension Fund | MI | 1 | $220,510 |
| Trustees Of The Smart Local 265 Pension Fund | IL | 1 | $117,817 |
| Local No. 731, I.B. Of T., Pension Fund | IL | 1 | $116,707 |
| Local 91 Pension Fund Board Of Trustees | NY | 1 | $68,988 |
| Ufcw Regional Pension Fund | NJ | 1 | $61,217 |
| Tng International Pension Fund | DC | 1 | $49,929 |
| Trustees Of The Southern Alaska Carp. Retirement Plan | WA | 1 | $45,015 |
State footprint
Plans reporting Chevy Chase Trust are sponsored in MD (5), TN (3), VA (2), WA (2), MN (2), IL (2), NY (2), MA (2), MI (2), MO (1), LA (1), DC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Of The National Electrical Annuity Plan | National Electrical Annuity Plan | 2023 | $2,852,795 | $0 |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | Heating, Piping And Refrigeration Pension Fd Pension Fund | 2023 | $336,327 | $0 |
| Board Of Trustees Indiana State Council Of Carpenters Pension Fund | Indiana State Council Of Carpenters Pension Fund | 2023 | $220,510 | not reported in the loaded dataset |
| Trustees St. Paul Electrical Constructio Workers Supplemental Pension | St. Paul Electrical Construction Workers Supplemental Pension Plan | 2023 | $130,587 | $0 |
| Trustees Of The Smart Local 265 Pension Fund | Smart Local 265 Pension Fund | 2023 | $117,817 | not reported in the loaded dataset |
| Local No. 731, I.B. Of T., Pension Fund | Local No. 731, I.B. Of T., Pension Fund | 2023 | $116,707 | $0 |
| Board Of Trustees St. Paul Electrical Construction Pension Plan | St. Paul Electrical Construction Pension Plan | 2023 | $105,171 | $0 |
| Local 91 Pension Fund Board Of Trustees | Local 91 Pension Fund | 2023 | $68,988 | not reported in the loaded dataset |
| Ufcw Regional Pension Fund | Ufcw Regional Pension Fund | 2023 | $61,217 | not reported in the loaded dataset |
| Tng International Pension Fund | The Newspaper Guild International Pension Plan | 2023 | $49,929 | not reported in the loaded dataset |
| Trustees Of The Southern Alaska Carp. Retirement Plan | Southern Alaska Carpenters Retirement Plan | 2023 | $45,015 | not reported in the loaded dataset |
| Shreveport Electrical Industry Profit Sharing Plan | Shreveport Electrical Industry Profit Sharing Plan | 2023 | $40,159 | not reported in the loaded dataset |
| Board Of Trustees, Stone & Marble Masons Pension Fund | Stone And Marble Masons Of Metropolitan Washington D.C. Pension Fund | 2023 | $36,730 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | 2023 | $35,245 | not reported in the loaded dataset |
| Board Of Trustees Of I.B.E.W. Local 241 Pension Plan | I.B.E.W. Local 241 Pension Plan | 2023 | $26,342 | not reported in the loaded dataset |
| Ibew Local 683 Board Of Trustees | Ibew Local 683 Pension Fund Pension Plan | 2023 | $26,185 | not reported in the loaded dataset |
| Board Of Trustees Plumbers And Steamfitters Local 60 Pension Fund | Plumbers And Steamfitters Local 60 Pension Fund | 2023 | $25,752 | not reported in the loaded dataset |
| Board Of Trustees - Tidewater Electrical Industry Pension Fund | Tidewater Electrical Industry Pension Fund | 2023 | $22,227 | not reported in the loaded dataset |
| Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen | Heat & Frost Insulators And Allied Workers Local 6 Pension Fund | 2023 | $21,443 | not reported in the loaded dataset |
| Board Of Trustees Of The Ibew Local No. 32 - Neca Pension Plan | Ibew Local No. 32 - Neca Pension Plan | 2023 | $17,104 | not reported in the loaded dataset |
| Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity | Mid-Atlantic Regional Council Of Carpenters' Annuity Fund | 2023 | $16,251 | $0 |
| Board Of Trustees, Ironworkers Local #16 Pension Plan | Ironworkers Local #16 Pension Plan | 2023 | $13,039 | $0 |
| Mid South Building Supply, Inc. | Mid South Building Supply, Inc. Employee Stock Ownership Plan | 2023 | $10,577 | not reported in the loaded dataset |
| Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health | Mid-Atlantic Regional Council Of Carpenters Health Fund | 2023 | $10,522 | not reported in the loaded dataset |
| Ibew Local Union No. 99 | International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan | 2023 | $0 | $0 |
| Insulators Local No. 96 Pension Fund | Insulators Local No. 96 Pension Fund | 2023 | $0 | $0 |
| Joint Board Of Trustees, Electrical | Electrical Workers Deferred Income Plan Local 103, I.B.E.W. | 2023 | $0 | $0 |
| Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust | Local No. 8 Ibew Retirement Plan & Trust | 2023 | $0 | $0 |
Related Form 5500 pages
- National Electrical Annuity Plan (plan 001)
- Trustees Of The National Electrical Annuity Plan — all reported plans
- Heating, Piping And Refrigeration Pension Fd Pension Fund (plan 001)
- Bd Of Tees Heating, Piping & Refrigeration Pension Fund — all reported plans
- Indiana State Council Of Carpenters Pension Fund (plan 001)
- Board Of Trustees Indiana State Council Of Carpenters Pension Fund — all reported plans
- St. Paul Electrical Construction Workers Supplemental Pension Plan (plan 003)
- Trustees St. Paul Electrical Constructio Workers Supplemental Pension — all reported plans
- Smart Local 265 Pension Fund (plan 001)
- Trustees Of The Smart Local 265 Pension Fund — all reported plans
- Local No. 731, I.B. Of T., Pension Fund (plan 001)
- Local No. 731, I.B. Of T., Pension Fund — all reported plans
- St. Paul Electrical Construction Pension Plan (plan 001)
- Local 91 Pension Fund (plan 001)
- Local 91 Pension Fund Board Of Trustees — all reported plans
- Ufcw Regional Pension Fund (plan 074)
- Ufcw Regional Pension Fund — all reported plans
- The Newspaper Guild International Pension Plan (plan 001)
- Tng International Pension Fund — all reported plans
- Southern Alaska Carpenters Retirement Plan (plan 001)
- Trustees Of The Southern Alaska Carp. Retirement Plan — all reported plans
- Shreveport Electrical Industry Profit Sharing Plan (plan 001)
- Shreveport Electrical Industry Profit Sharing Plan — all reported plans
- Stone And Marble Masons Of Metropolitan Washington D.C. Pension Fund (plan 001)
- Board Of Trustees, Stone & Marble Masons Pension Fund — all reported plans
- Plumbers & Steamfitters Local 43 Pension Fund (plan 001)
- Plumbers & Steamfitters Local 43 Pension Fund — all reported plans
- I.B.E.W. Local 241 Pension Plan (plan 001)
- Board Of Trustees Of I.B.E.W. Local 241 Pension Plan — all reported plans
- Ibew Local 683 Pension Fund Pension Plan (plan 001)
- Ibew Local 683 Board Of Trustees — all reported plans
- Plumbers And Steamfitters Local 60 Pension Fund (plan 001)
- Board Of Trustees Plumbers And Steamfitters Local 60 Pension Fund — all reported plans
- Tidewater Electrical Industry Pension Fund (plan 001)
- Board Of Trustees - Tidewater Electrical Industry Pension Fund — all reported plans
- Heat & Frost Insulators And Allied Workers Local 6 Pension Fund (plan 001)
- Bd Of Trustees-Heat & Frost Insulators And Allied Workers Local 6 Pen — all reported plans
- Ibew Local No. 32 - Neca Pension Plan (plan 001)
- Board Of Trustees Of The Ibew Local No. 32 - Neca Pension Plan — all reported plans
- Mid-Atlantic Regional Council Of Carpenters' Annuity Fund (plan 001)
- Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity — all reported plans
- Ironworkers Local #16 Pension Plan (plan 001)
- Board Of Trustees, Ironworkers Local #16 Pension Plan — all reported plans
- Mid South Building Supply, Inc. Employee Stock Ownership Plan (plan 001)
- Mid South Building Supply, Inc. — all reported plans
- Mid-Atlantic Regional Council Of Carpenters Health Fund (plan 501)
- Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health — all reported plans
- International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan (plan 002)
- Ibew Local Union No. 99 — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources