Evestment — 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, Evestment is reported as a service provider on 11 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $196,366 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $196,366
- Reported indirect compensation
- $0
- Total reported compensation
- $196,366
- Filings
- 11
- Plan sponsors
- 8
- Plans
- 11
- 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 |
|---|---|---|---|
| Chevron Corporation | CA | 1 | $46,071 |
| Johnson And Johnson | NJ | 2 | $34,045 |
| Twdc Enterprises 18 Corp. | CA | 2 | $31,020 |
| Hallmark Cards, Inc. Master Trust State Street Bank And Trust - Truste | MO | 1 | $21,959 |
| Hallmark Cards, Inc. | MO | 2 | $21,953 |
| Trustees Of The National Electrical Benefit Fund | MD | 1 | $21,237 |
| Kaiser Permanente Medical Care Program | CA | 1 | $14,642 |
| Crayola LLC | PA | 1 | $5,439 |
State footprint
Plans reporting Evestment are sponsored in CA (4), MO (3), NJ (2), MD (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Chevron Corporation | Chevron Master Pension Trust | 2023 | $46,071 | not reported in the loaded dataset |
| Twdc Enterprises 18 Corp. | Disney Salaried Pension Plan D | 2023 | $22,021 | not reported in the loaded dataset |
| Hallmark Cards, Inc. Master Trust State Street Bank And Trust - Truste | Hallmark Master Trust - Stif Db | 2023 | $21,959 | $0 |
| Trustees Of The National Electrical Benefit Fund | National Electrical Benefit Fund | 2023 | $21,237 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $17,715 | not reported in the loaded dataset |
| Hallmark Cards, Inc. | Cash Balance Retirement Plan Of Hallmark Cards, Inc. | 2023 | $16,519 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Savings Plan Trust | 2023 | $16,330 | not reported in the loaded dataset |
| Kaiser Permanente Medical Care Program | Kaiser Permanente Group Trust | 2023 | $14,642 | not reported in the loaded dataset |
| Twdc Enterprises 18 Corp. | Disney Salaried Pension Plan A | 2023 | $8,999 | not reported in the loaded dataset |
| Crayola LLC | Crayola LLC Employee'S Retirement Plan | 2023 | $5,439 | not reported in the loaded dataset |
| Hallmark Cards, Inc. | Business Performance Savings Plan Of Hallmark Cards, Incorporated | 2023 | $5,434 | not reported in the loaded dataset |
Related Form 5500 pages
- Chevron Master Pension Trust (plan 101)
- Chevron Corporation — all reported plans
- Disney Salaried Pension Plan D (plan 010)
- Twdc Enterprises 18 Corp. — all reported plans
- Hallmark Master Trust - Stif Db (plan 015)
- Hallmark Cards, Inc. Master Trust State Street Bank And Trust - Truste — all reported plans
- National Electrical Benefit Fund (plan 001)
- Trustees Of The National Electrical Benefit Fund — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — all reported plans
- Cash Balance Retirement Plan Of Hallmark Cards, Inc. (plan 002)
- Hallmark Cards, Inc. — all reported plans
- Johnson And Johnson Savings Plan Trust (plan 019)
- Kaiser Permanente Group Trust (plan 101)
- Kaiser Permanente Medical Care Program — all reported plans
- Disney Salaried Pension Plan A (plan 022)
- Crayola LLC Employee'S Retirement Plan (plan 001)
- Crayola LLC — all reported plans
- Business Performance Savings Plan Of Hallmark Cards, Incorporated (plan 001)
- Form 5500 Schedule C explained
- Methodology
- Data sources