Eaton Vance — 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, Eaton Vance is reported as a service provider on 29 loaded Form 5500 filing(s) across 27 plan sponsor(s) and 29 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,863,933 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,863,933
- Reported indirect compensation
- $0
- Total reported compensation
- $1,863,933
- Filings
- 29
- Plan sponsors
- 27
- Plans
- 29
- 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 |
|---|---|---|---|
| Liberty Mutual Group Inc. | MA | 1 | $879,591 |
| Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund | NY | 1 | $421,756 |
| New York Racing Association, Inc. | NY | 3 | $118,321 |
| Board Of Trustees Local 1298 Pension Fund | NY | 1 | $93,522 |
| Board Of Trustees Iron Workers Local 401 Annuity Fund | PA | 1 | $77,896 |
| Xcel Energy Inc. | MN | 1 | $75,605 |
| Board Of Trustees Local 1298 Annuity Fund | NY | 1 | $59,534 |
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | PA | 1 | $56,779 |
| Trustees Of Ibew - Neca Swhbf | TX | 1 | $27,843 |
| Glaziers Local 387 Pension Plan | IN | 1 | $21,580 |
State footprint
Plans reporting Eaton Vance are sponsored in NY (6), CA (3), MA (3), NM (2), PA (2), MN (1), ND (1), OH (1), RI (1), SC (1), TN (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Liberty Mutual Group Inc. | Liberty Mutual 401(K) Plan | 2023 | $879,591 | not reported in the loaded dataset |
| Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund | Local 138, 138a, 138b & 138c Internati Of Operating Engineers Annuity Fund | 2023 | $421,756 | not reported in the loaded dataset |
| Board Of Trustees Local 1298 Pension Fund | Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund | 2023 | $93,522 | $0 |
| Board Of Trustees Iron Workers Local 401 Annuity Fund | Iron Workers Local 401 Annuity Fund | 2023 | $77,896 | not reported in the loaded dataset |
| Xcel Energy Inc. | Xcel Energy Inc. Employee Welfare Benefit Plan | 2023 | $75,605 | not reported in the loaded dataset |
| Board Of Trustees Local 1298 Annuity Fund | Laborers Local 1298 Of Nassau & Suffolk Counties Annuity Fund | 2023 | $59,534 | $0 |
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware | 2023 | $56,779 | not reported in the loaded dataset |
| New York Racing Association, Inc. | Pension Plan For Employees Of The Mutuel Department Of The New York Racing Association, Inc. | 2023 | $54,693 | not reported in the loaded dataset |
| New York Racing Association, Inc. | Pension Plan For Union Employees Of The New York Racing Association, Inc. | 2023 | $39,041 | not reported in the loaded dataset |
| Trustees Of Ibew - Neca Swhbf | Ibew - Neca Southwestern Health And Benefit Fund | 2023 | $27,843 | not reported in the loaded dataset |
| New York Racing Association, Inc. | Retirement Plan For Administrative And Racing Employees Of The New York Racing Association, Inc. | 2023 | $24,587 | not reported in the loaded dataset |
| Glaziers Local 387 Pension Plan | Glaziers Local 387 Pension Plan | 2023 | $21,580 | not reported in the loaded dataset |
| Southwest Multicraft | Southwest Multicraft Health & Welfare Trust Fund | 2023 | $21,506 | not reported in the loaded dataset |
| Nm State Conference Of The Masons' Pension Trust Fund | Nm State Conference Of The Operative Plasterers' & Cement Masons' Pension Trust Fund | 2023 | $10,000 | 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 |
| Bettera Brands, LLC | Bettera Brands, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| The Miller-Clapperton Partnership, Inc. | The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
| Cti Iii LLC | Cti Iii LLC 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $0 |
| Tyto Athene LLC | Tyto Athene LLC 401(K) Plan | 2023 | $0 | $0 |
| Trustees - U. A. Local Union No. 614 Pension Plan | U. A. Local Union No. 614 Pension Plan | 2023 | $0 | not reported in the loaded dataset |
| Rose Companies Employer, LLC | Rose Companies Employer 401(K) Plan | 2023 | $0 | $0 |
| Av Delaware Holdings Limited | Avd 401(K) Plan | 2023 | $0 | $0 |
| Inspire Communities, LLC | Inspire Communities, LLC 401(K) Plan | 2023 | $0 | $0 |
| Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund | Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan | 2023 | $0 | $0 |
| Mckenzie County Healthcare Systems, Inc. | Mckenzie County Healthcare Systems, Inc. 403(B) Plan | 2023 | $0 | $0 |
| Sheet Metal Workers Local Union No. 17 Insurance Fund | Sheet Metal Workers Local Union No. 17 Insurance Fund | 2023 | $0 | $0 |
| Pci Group, Inc. | Pci Group, Inc. 401(K) Plan | 2023 | $0 | $0 |
| St. Marys Nursing Center Inc. | St. Marys Nursing Center Retirement Plan | 2023 | $0 | $0 |
| Pha America Inc | Pha America, Inc. 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Liberty Mutual 401(K) Plan (plan 002)
- Liberty Mutual Group Inc. — all reported plans
- Local 138, 138a, 138b & 138c Internati Of Operating Engineers Annuity Fund (plan 002)
- Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund — all reported plans
- Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund (plan 001)
- Board Of Trustees Local 1298 Pension Fund — all reported plans
- Iron Workers Local 401 Annuity Fund (plan 001)
- Board Of Trustees Iron Workers Local 401 Annuity Fund — all reported plans
- Xcel Energy Inc. Employee Welfare Benefit Plan (plan 550)
- Xcel Energy Inc. — all reported plans
- Laborers Local 1298 Of Nassau & Suffolk Counties Annuity Fund (plan 001)
- Board Of Trustees Local 1298 Annuity Fund — all reported plans
- International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware (plan 001)
- International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De — all reported plans
- Pension Plan For Employees Of The Mutuel Department Of The New York Racing Association, Inc. (plan 003)
- New York Racing Association, Inc. — all reported plans
- Pension Plan For Union Employees Of The New York Racing Association, Inc. (plan 002)
- Ibew - Neca Southwestern Health And Benefit Fund (plan 501)
- Trustees Of Ibew - Neca Swhbf — all reported plans
- Retirement Plan For Administrative And Racing Employees Of The New York Racing Association, Inc. (plan 005)
- Glaziers Local 387 Pension Plan (plan 001)
- Glaziers Local 387 Pension Plan — all reported plans
- Southwest Multicraft Health & Welfare Trust Fund (plan 501)
- Southwest Multicraft — all reported plans
- Nm State Conference Of The Operative Plasterers' & Cement Masons' Pension Trust Fund (plan 001)
- Nm State Conference Of The Masons' Pension Trust Fund — all reported plans
- International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan (plan 002)
- Ibew Local Union No. 99 — all reported plans
- Bettera Brands, LLC 401(K) Profit Sharing Plan (plan 001)
- Bettera Brands, LLC — all reported plans
- The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan (plan 001)
- The Miller-Clapperton Partnership, Inc. — all reported plans
- Cti Iii LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Cti Iii LLC — all reported plans
- Tyto Athene LLC 401(K) Plan (plan 001)
- Tyto Athene LLC — all reported plans
- U. A. Local Union No. 614 Pension Plan (plan 001)
- Trustees - U. A. Local Union No. 614 Pension Plan — all reported plans
- Rose Companies Employer 401(K) Plan (plan 002)
- Rose Companies Employer, LLC — all reported plans
- Avd 401(K) Plan (plan 001)
- Av Delaware Holdings Limited — all reported plans
- Inspire Communities, LLC 401(K) Plan (plan 003)
- Inspire Communities, LLC — all reported plans
- Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan (plan 001)
- Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund — all reported plans
- Mckenzie County Healthcare Systems, Inc. 403(B) Plan (plan 001)
- Mckenzie County Healthcare Systems, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources