Eaton Vance Management — 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 Management is reported as a service provider on 8 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,500,168 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,500,168
- Reported indirect compensation
- $0
- Total reported compensation
- $1,500,168
- Filings
- 8
- Plan sponsors
- 5
- Plans
- 8
- 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 |
|---|---|---|---|
| Twdc Enterprises 18 Corp. | CA | 1 | $1,144,266 |
| Xcel Energy Inc. | MN | 4 | $307,713 |
| New England Electrical Workers Benefits Fund | CT | 1 | $38,426 |
| California Society Of Certified Public Accountants | CA | 1 | $9,763 |
| Robson Forensic, Inc. | PA | 1 | $0 |
State footprint
Plans reporting Eaton Vance Management are sponsored in MN (4), CA (2), CT (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Twdc Enterprises 18 Corp. | The Walt Disney Company Retirement Plan Master Trust | 2023 | $1,144,266 | not reported in the loaded dataset |
| Xcel Energy Inc. | Xcel Energy Pension Plan And Xcel Energy Pension Plan For Bargaining Employees | 2023 | $135,341 | not reported in the loaded dataset |
| Xcel Energy Inc. | New Century Energies, Inc. Retirement Plan For Public Service Company Of Colorado Bargaining Unit Ees And Former Non-Bargaining Unit Ees | 2023 | $105,457 | not reported in the loaded dataset |
| Xcel Energy Inc. | New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees | 2023 | $41,282 | not reported in the loaded dataset |
| New England Electrical Workers Benefits Fund | New England Electrical Workers Benefits Fund | 2023 | $38,426 | not reported in the loaded dataset |
| Xcel Energy Inc. | Xcel Energy Inc. Non-Bargaining Pension Plan (South) | 2023 | $25,633 | not reported in the loaded dataset |
| California Society Of Certified Public Accountants | Group Insurance Trust Of The California Society Of Certified Public Accountants | 2023 | $9,763 | not reported in the loaded dataset |
| Robson Forensic, Inc. | Robson Forensic, Inc. 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- The Walt Disney Company Retirement Plan Master Trust (plan 007)
- Twdc Enterprises 18 Corp. — all reported plans
- Xcel Energy Pension Plan And Xcel Energy Pension Plan For Bargaining Employees (plan 001)
- Xcel Energy Inc. — all reported plans
- New Century Energies, Inc. Retirement Plan For Public Service Company Of Colorado Bargaining Unit Ees And Former Non-Bargaining Unit Ees (plan 008)
- New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees (plan 009)
- New England Electrical Workers Benefits Fund (plan 501)
- New England Electrical Workers Benefits Fund — all reported plans
- Xcel Energy Inc. Non-Bargaining Pension Plan (South) (plan 007)
- Group Insurance Trust Of The California Society Of Certified Public Accountants (plan 501)
- California Society Of Certified Public Accountants — all reported plans
- Robson Forensic, Inc. 401(K) Plan (plan 002)
- Robson Forensic, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources