Epoch Investment Partners — 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, Epoch Investment Partners is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,501,603 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $2,501,603
- Reported indirect compensation
- $0
- Total reported compensation
- $2,501,603
- Filings
- 4
- Plan sponsors
- 3
- Plans
- 4
- 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 |
|---|---|---|---|
| Steelworkers Pension Trust | PA | 1 | $1,689,730 |
| Epoch Investment Partners, Inc. | MO | 1 | $642,630 |
| Kellanova | IL | 2 | $169,243 |
State footprint
Plans reporting Epoch Investment Partners are sponsored in IL (2), MO (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Steelworkers Pension Trust | Steelworkers Pension Trust | 2023 | $1,689,730 | $0 |
| Epoch Investment Partners, Inc. | Aeon Global Choice Fund, LLC. | 2023 | $642,630 | not reported in the loaded dataset |
| Kellanova | Kellanova Pension Master Trust | 2023 | $118,582 | not reported in the loaded dataset |
| Kellanova | Kellanova Retiree Welfare Benefit Plan | 2023 | $50,661 | not reported in the loaded dataset |
Related Form 5500 pages
- Steelworkers Pension Trust (plan 499)
- Steelworkers Pension Trust — all reported plans
- Aeon Global Choice Fund, LLC. (plan 001)
- Epoch Investment Partners, Inc. — all reported plans
- Kellanova Pension Master Trust (plan 009)
- Kellanova — all reported plans
- Kellanova Retiree Welfare Benefit Plan (plan 515)
- Form 5500 Schedule C explained
- Methodology
- Data sources