Evestment Alliance, LLC — 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 Alliance, LLC is reported as a service provider on 41 loaded Form 5500 filing(s) across 34 plan sponsor(s) and 40 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,393,430 and reported indirect compensation totals $40,463.
Reported compensation summary
- Reported direct compensation
- $1,393,430
- Reported indirect compensation
- $40,463
- Total reported compensation
- $1,433,893
- Filings
- 41
- Plan sponsors
- 34
- Plans
- 40
- 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 |
|---|---|---|---|
| Fca Us LLC | MI | 1 | $231,048 |
| Pfizer Inc | NY | 1 | $134,887 |
| Citigroup Inc. | CT | 1 | $105,610 |
| Lockheed Martin Corporation | MD | 1 | $93,351 |
| International Business Machines Corporation | NY | 2 | $81,490 |
| The Boeing Co. And Consolidated Subsidiaries | WA | 2 | $64,204 |
| American Honda Motor Company, Inc. | CA | 1 | $61,127 |
| Altria Client Services LLC | VA | 1 | $60,758 |
| Nokia Of America Corporation | NJ | 1 | $57,384 |
| Pacific Gas And Electric Company | CA | 1 | $53,798 |
State footprint
Plans reporting Evestment Alliance, LLC are sponsored in NY (10), VA (6), CT (4), LA (2), MD (2), NJ (2), CA (2), IL (2), IN (2), TX (2), WA (2), DC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Fca Us LLC | Fca Us LLC Master Retirement Trust Balanced Pool | 2023 | $231,048 | not reported in the loaded dataset |
| Pfizer Inc | Master Trust Between Pfizer Inc And The Northern Trust Company | 2023 | $134,887 | not reported in the loaded dataset |
| Citigroup Inc. | The Citigroup Pension Plan | 2023 | $105,610 | not reported in the loaded dataset |
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $93,351 | not reported in the loaded dataset |
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $64,377 | not reported in the loaded dataset |
| American Honda Motor Company, Inc. | American Honda Master Trust | 2023 | $61,127 | not reported in the loaded dataset |
| Altria Client Services LLC | Altria Retirement Plan | 2023 | $60,758 | not reported in the loaded dataset |
| Nokia Of America Corporation | Lucent Technologies Inc. Master Pension Trust | 2023 | $57,384 | not reported in the loaded dataset |
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | 1199seiu Health Care Employees Pension Fund | 2023 | not reported in the loaded dataset | $40,463 |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Retirement Plans Master Trust | 2023 | $34,079 | not reported in the loaded dataset |
| Consolidated Edison Company Of New York, Inc. | Consolidated Edison Retirement Plan | 2023 | $30,715 | not reported in the loaded dataset |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $30,125 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corporation Retirement Program | 2023 | $29,835 | not reported in the loaded dataset |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $28,781 | not reported in the loaded dataset |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $25,017 | not reported in the loaded dataset |
| Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | Central Pension Fund Of The Iuoe & Participating Employers | 2023 | $24,349 | not reported in the loaded dataset |
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $23,867 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase Retirement Plan | 2023 | $23,290 | not reported in the loaded dataset |
| Xerox Corporation | Xerox Participant Directed Pool | 2023 | $21,864 | not reported in the loaded dataset |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $21,000 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Northrop Grumman Pension Plan | 2023 | $20,351 | not reported in the loaded dataset |
| Xerox Corporation | Xerox Corporation Retirement Income Guarantee Plan | 2023 | $19,806 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | 401(K) Pension Plan | 2023 | $19,643 | not reported in the loaded dataset |
| Board Of Trustees Of The Building Service 32bj Pension Fund | Building Service 32bj Pension Fund | 2023 | $18,573 | not reported in the loaded dataset |
| Deseret Mutual Benefit Administrators | Deseret Mutual Master Retirement Plan | 2023 | $18,134 | not reported in the loaded dataset |
| International Business Machines Corporation | Ibm 401 (K) Plus Plan | 2023 | $17,113 | not reported in the loaded dataset |
| Paramount Global | Paramount Global 401(K) Plan (Fka Viacomcbs 401(K) Plan) | 2023 | $15,066 | not reported in the loaded dataset |
| Hca Inc. | Hca Inc. Master Retirement Trust | 2023 | $14,812 | not reported in the loaded dataset |
| Eli Lilly And Company | The Lilly Retirement Plan Master Trust | 2023 | $14,564 | not reported in the loaded dataset |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $14,054 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | Retirement Security Plan | 2023 | $13,153 | not reported in the loaded dataset |
| Enbridge Employee Services, Inc. | Enbridge Employee Services, Inc. Employees' Pension Plan | 2023 | $13,000 | not reported in the loaded dataset |
| United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny | Retirement Plan For Employees Of United Jewish | 2023 | $12,186 | not reported in the loaded dataset |
| Board Of Trustees Of The Building Service 32bj Health Fund | Building Service 32bj Health Fund | 2023 | $11,764 | not reported in the loaded dataset |
| Eli Lilly And Company | The Lilly Employee 401(K) Plan | 2023 | $11,145 | not reported in the loaded dataset |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Contribution Plan Master | 2023 | $10,954 | not reported in the loaded dataset |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Benefit Master Trust | 2023 | $10,954 | not reported in the loaded dataset |
| The New York And Presbyterian Hospital | The New York And Presbyterian Hospital Retirement Plan | 2023 | $10,617 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Ng Space&Mission Systems Corp Salaried Pension Pla | 2023 | $8,949 | not reported in the loaded dataset |
| Exelon Corporation | Pepco Holdings LLC Retirement Plan | 2023 | $8,654 | not reported in the loaded dataset |
| Xerox Corporation | Pension Only Pool - Xerox Corp. Master Trust | 2023 | $8,474 | not reported in the loaded dataset |
Related Form 5500 pages
- Fca Us LLC Master Retirement Trust Balanced Pool (plan 059)
- Fca Us LLC — all reported plans
- Master Trust Between Pfizer Inc And The Northern Trust Company (plan 001)
- Pfizer Inc — all reported plans
- The Citigroup Pension Plan (plan 020)
- Citigroup Inc. — all reported plans
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- Ibm Personal Pension Plan (plan 001)
- International Business Machines Corporation — all reported plans
- American Honda Master Trust (plan 001)
- American Honda Motor Company, Inc. — all reported plans
- Altria Retirement Plan (plan 006)
- Altria Client Services LLC — all reported plans
- Lucent Technologies Inc. Master Pension Trust (plan 001)
- Nokia Of America Corporation — all reported plans
- 1199seiu Health Care Employees Pension Fund (plan 001)
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund — all reported plans
- The Boeing Company Employee Retirement Plans Master Trust (plan 062)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- Consolidated Edison Retirement Plan (plan 001)
- Consolidated Edison Company Of New York, Inc. — all reported plans
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- Exelon Corporation Retirement Program (plan 002)
- Exelon Corporation — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Pacific Gas And Electric Company — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Central Pension Fund Of The Iuoe & Participating Employers (plan 001)
- Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers — all reported plans
- Dominion Energy, Inc. Defined Benefit Master Trust (plan 047)
- Dominion Energy, Inc. — all reported plans
- Jpmorgan Chase Retirement Plan (plan 001)
- Jpmorgan Chase Bank, National Association — all reported plans
- Xerox Participant Directed Pool (plan 016)
- Xerox Corporation — all reported plans
- Sbc Master Pension Trust (plan 020)
- At&T Inc. — all reported plans
- Northrop Grumman Pension Plan (plan 030)
- Northrop Grumman Corporation — all reported plans
- Xerox Corporation Retirement Income Guarantee Plan (plan 335)
- Xerox Corporation — all reported plans
- 401(K) Pension Plan (plan 444)
- National Rural Electric Cooperative Association — all reported plans
- Building Service 32bj Pension Fund (plan 001)
- Board Of Trustees Of The Building Service 32bj Pension Fund — all reported plans
- Deseret Mutual Master Retirement Plan (plan 001)
- Deseret Mutual Benefit Administrators — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources