Fidelity — 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, Fidelity is reported as a service provider on 187 loaded Form 5500 filing(s) across 176 plan sponsor(s) and 186 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $29,024,754 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $29,024,754
- Reported indirect compensation
- $0
- Total reported compensation
- $29,024,754
- Filings
- 187
- Plan sponsors
- 176
- Plans
- 186
- 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 |
|---|---|---|---|
| International Business Machines Corporation | NY | 2 | $15,291,493 |
| American Airlines, Inc. - Retirement | TX | 4 | $4,733,175 |
| Texas Instruments Incorporated | TX | 2 | $1,940,739 |
| Chi St. Luke'S Health | TX | 1 | $1,342,024 |
| Deere & Company | IL | 2 | $1,323,150 |
| Air Products And Chemicals, Inc. | PA | 1 | $868,766 |
| Hillenbrand, Inc. | IN | 1 | $859,354 |
| Ryder System, Inc. | GA | 1 | $652,175 |
| Pfizer Pharmaceuticals LLC | PA | 1 | $425,639 |
| Ppl Services Corporation | PA | 1 | $337,702 |
State footprint
Plans reporting Fidelity are sponsored in CA (18), TX (18), NY (17), VA (14), MA (10), CO (10), MD (10), PA (8), GA (8), OH (7), IL (7), FL (7).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Business Machines Corporation | Ibm Medical Plan For Regular Full-Time And Regular Part-Time Employees | 2023 | $8,775,104 | not reported in the loaded dataset |
| International Business Machines Corporation | Ibm Benefits Plan For Retired Employees | 2023 | $3,926,699 | not reported in the loaded dataset |
| International Business Machines Corporation | Ibm Benefits Plan For Retired Employees | 2023 | $2,589,690 | not reported in the loaded dataset |
| Texas Instruments Incorporated | Texas Instruments Incorporated Welfare Benefits Plan | 2023 | $1,873,414 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | The Retirement Benefit Plan Of American Airlines, Inc. For Employees Represented By The Transport Workers Union Of America, Afl-Cio | 2023 | $1,721,401 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | The Retirement Benefit Plan Of American Airlines, Inc. For Agent, Management, Specialist, Support Personnel And Officers | 2023 | $1,391,197 | not reported in the loaded dataset |
| Chi St. Luke'S Health | Commonspirit Health Erisa Retirement Plan | 2023 | $1,342,024 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | The Retirement Benefit Plan Of American Airlines, Inc. For Flight Attendants | 2023 | $1,042,032 | not reported in the loaded dataset |
| Air Products And Chemicals, Inc. | Air Products And Chemicals Master Trust | 2023 | $868,766 | not reported in the loaded dataset |
| Hillenbrand, Inc. | Hillenbrand, Inc. Pension Plan | 2023 | $859,354 | not reported in the loaded dataset |
| Deere & Company | John Deere Pension Plan For Salaried Employees | 2023 | $665,617 | not reported in the loaded dataset |
| Deere & Company | John Deere Pension Plan For Wage Employees | 2023 | $657,533 | not reported in the loaded dataset |
| Ryder System, Inc. | Ryder System, Inc. Retirement Plan | 2023 | $652,175 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | American Airlines, Inc. Pilot Retirement Benefit Program | 2023 | $578,545 | not reported in the loaded dataset |
| Pfizer Pharmaceuticals LLC | Pfizer Consolidated Pension Plan For Employees Resident In Puerto Rico | 2023 | $425,639 | not reported in the loaded dataset |
| Ppl Services Corporation | Ppl Retirement Plan | 2023 | $337,702 | not reported in the loaded dataset |
| Moody'S Corporation | Moody'S Corporation Retirement Account | 2023 | $222,000 | not reported in the loaded dataset |
| A&E Television Networks, LLC. | A&E Television Networks, LLC. Retirement Plan | 2023 | $186,158 | not reported in the loaded dataset |
| Alyeska Pipeline Service Company | Alyeska Pipeline Service Company Pension Plan For Operating Company Employees | 2023 | $185,889 | not reported in the loaded dataset |
| Quanex Building Products Corporation | Quanex Building Products Salaried And Nonunion Employee Pension Plan | 2023 | $172,705 | not reported in the loaded dataset |
| Paccar Inc | Paccar Inc Retirement Plan | 2023 | $124,021 | $0 |
| Texas Instruments Incorporated | Ti Retiree Health Benefit Plan | 2023 | $67,325 | not reported in the loaded dataset |
| Citizens Financial Group, Inc. | Cfg Pension Plan | 2023 | $59,392 | not reported in the loaded dataset |
| Commerzbank Aktiengesellschaft | Commerzbank Aktiengesellschaft Pension Plan For United States Branches | 2023 | $57,821 | not reported in the loaded dataset |
| Sojitz Corporation Of America | The Niac Group Pension Plan | 2023 | $46,617 | not reported in the loaded dataset |
| Main Brothers Oil Company, Inc. | Main Brothers Oil Company, Inc. Employee Stock Ownership Plan | 2023 | $46,567 | not reported in the loaded dataset |
| Sojitz Corporation Of America | Nichimen America, Inc. Pension Plan | 2023 | $37,712 | not reported in the loaded dataset |
| The Perryman Company | The Perryman Company New Comparability Profit Sharing Plan | 2023 | $37,432 | not reported in the loaded dataset |
| Trustees Electrical Workers Local No.292 Pension Plan | Electrical Workers Local No. 292 Pension Plan | 2023 | $25,423 | $0 |
| Baton Rouge Orthopaedic Clinic, LLC | Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan And Trust | 2023 | $17,008 | not reported in the loaded dataset |
| Ibew Local No. 82 Defined Contribution Plan | Ibew Local No. 82 Defined Contribution Plan | 2023 | $14,162 | not reported in the loaded dataset |
| St Joseph Health System | St. Joseph And Covenant Health Systems 403(B) Plan | 2023 | $9,296 | not reported in the loaded dataset |
| The Committee Of The Uaw Retiree Medical Benefits Trust | Uaw Gm Retirees Medical Benefits Plan | 2023 | $9,093 | not reported in the loaded dataset |
| The Committee Of The Uaw Retiree Medical Benefits Trust | Uaw Ford Retirees Medical Benefits Plan | 2023 | $8,161 | not reported in the loaded dataset |
| Biola University, Inc. | Biola University Defined Contribution Retirement Plan | 2023 | $4,044 | not reported in the loaded dataset |
| Alternative Family Services, Inc. | Alternative Family Services Tax Sheltered Annuity Plan | 2023 | $3,200 | $0 |
| Clarewood House, Inc. | Clarewood House Retirement Savings Plan | 2023 | $2,658 | $0 |
| Pathways Home Health And Hospice | Pathways Home Health And Hospice 403(B) Plan | 2023 | $930 | $0 |
| Conservation Law Foundation, Inc. | Clf Retirement Plan | 2023 | $495 | $0 |
| Phillips Brooks School | Phillips Brooks School 403(B) Dc Plan | 2023 | $280 | $0 |
| E.R. Jahna Industries, Inc. | E.R. Jahna Industries, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Culture Amp, Inc. | Culture Amp, Inc. 401(K) Plan | 2023 | $0 | $0 |
| The Laub Company, Inc. Dba Ibmc College | Ibmc College 401(K) Plan | 2023 | $0 | $0 |
| Distek Integration, Inc. | Distek Integration, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Cee Kay Supply, Inc | Cee Kay Supply, Inc. Profit Sharing Plan | 2023 | $0 | $0 |
| Sqz Biotechnologies Company | Sqz Biotechnologies 401(K) Profit Sharing Plan & Trust | 2023 | $0 | $0 |
| Tangent Technologies, LLC | Tangent Technologies, LLC 401(K) | 2023 | $0 | $0 |
| Silvus Technologies, Inc. | Silvus Technologies, Inc. 401(K) Plan | 2023 | $0 | $0 |
| The Time Group, Inc. | The Time Group 401(K) Plan | 2023 | $0 | $0 |
| Global Printing, Inc. Dba More Vang | Global Printing, Inc. Dba More Vang 401(K) Savings Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Ibm Medical Plan For Regular Full-Time And Regular Part-Time Employees (plan 519)
- International Business Machines Corporation — all reported plans
- Ibm Benefits Plan For Retired Employees (plan 518)
- Ibm Benefits Plan For Retired Employees (plan 518)
- Texas Instruments Incorporated Welfare Benefits Plan (plan 501)
- Texas Instruments Incorporated — all reported plans
- The Retirement Benefit Plan Of American Airlines, Inc. For Employees Represented By The Transport Workers Union Of America, Afl-Cio (plan 006)
- American Airlines, Inc. - Retirement — all reported plans
- The Retirement Benefit Plan Of American Airlines, Inc. For Agent, Management, Specialist, Support Personnel And Officers (plan 002)
- Commonspirit Health Erisa Retirement Plan (plan 001)
- Chi St. Luke'S Health — all reported plans
- The Retirement Benefit Plan Of American Airlines, Inc. For Flight Attendants (plan 008)
- Air Products And Chemicals Master Trust (plan 004)
- Air Products And Chemicals, Inc. — all reported plans
- Hillenbrand, Inc. Pension Plan (plan 001)
- Hillenbrand, Inc. — all reported plans
- John Deere Pension Plan For Salaried Employees (plan 001)
- Deere & Company — all reported plans
- John Deere Pension Plan For Wage Employees (plan 002)
- Ryder System, Inc. Retirement Plan (plan 001)
- Ryder System, Inc. — all reported plans
- American Airlines, Inc. Pilot Retirement Benefit Program (plan 001)
- Pfizer Consolidated Pension Plan For Employees Resident In Puerto Rico (plan 004)
- Pfizer Pharmaceuticals LLC — all reported plans
- Ppl Retirement Plan (plan 001)
- Ppl Services Corporation — all reported plans
- Moody'S Corporation Retirement Account (plan 010)
- Moody'S Corporation — all reported plans
- A&E Television Networks, LLC. Retirement Plan (plan 002)
- A&E Television Networks, LLC. — all reported plans
- Alyeska Pipeline Service Company Pension Plan For Operating Company Employees (plan 001)
- Alyeska Pipeline Service Company — all reported plans
- Quanex Building Products Salaried And Nonunion Employee Pension Plan (plan 001)
- Quanex Building Products Corporation — all reported plans
- Paccar Inc Retirement Plan (plan 001)
- Paccar Inc — all reported plans
- Ti Retiree Health Benefit Plan (plan 502)
- Cfg Pension Plan (plan 001)
- Citizens Financial Group, Inc. — all reported plans
- Commerzbank Aktiengesellschaft Pension Plan For United States Branches (plan 001)
- Commerzbank Aktiengesellschaft — all reported plans
- The Niac Group Pension Plan (plan 001)
- Sojitz Corporation Of America — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources