Fidelity Institutional Asset Mgmt — 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 Institutional Asset Mgmt is reported as a service provider on 25 loaded Form 5500 filing(s) across 23 plan sponsor(s) and 25 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $9,559,485 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $9,559,485
- Reported indirect compensation
- $0
- Total reported compensation
- $9,559,485
- Filings
- 25
- Plan sponsors
- 23
- Plans
- 25
- 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 |
|---|---|---|---|
| Medtronic, Inc. | MN | 1 | $2,706,953 |
| Kraft Heinz Foods Company | PA | 1 | $2,241,662 |
| Morgan Stanley Domestic Holdings, LLC | NY | 1 | $905,568 |
| New York Life Insurance Company | NY | 2 | $846,858 |
| Kpmg Llp | NJ | 2 | $625,517 |
| Ameriprise Financial, Inc. | MN | 1 | $409,855 |
| Hancock Whitney Corporation | MS | 1 | $328,280 |
| Southern California Gas Company | CA | 1 | $281,010 |
| Wellspan Health | PA | 1 | $280,809 |
| Atlantic Health System | NJ | 1 | $171,221 |
State footprint
Plans reporting Fidelity Institutional Asset Mgmt are sponsored in NJ (5), NY (4), PA (3), CA (3), MN (2), OH (2), VA (1), GA (1), IL (1), IN (1), MS (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Medtronic, Inc. | Medtronic Retirement Plan Master Trust | 2023 | $2,706,953 | not reported in the loaded dataset |
| Kraft Heinz Foods Company | Kraft Heinz Company Master Retirement Trust | 2023 | $2,241,662 | not reported in the loaded dataset |
| Morgan Stanley Domestic Holdings, LLC | Morgan Stanley 401(K) Plan | 2023 | $905,568 | $0 |
| New York Life Insurance Company | New York Life Insurance Company Pension Plan | 2023 | $491,914 | not reported in the loaded dataset |
| Kpmg Llp | Kpmg Pension Plan | 2023 | $456,597 | $0 |
| Ameriprise Financial, Inc. | Ameriprise Financial Retirement Plan | 2023 | $409,855 | $0 |
| New York Life Insurance Company | Nylic Retirement Plan | 2023 | $354,944 | not reported in the loaded dataset |
| Hancock Whitney Corporation | Hancock Whitney Corporation Pension Plan | 2023 | $328,280 | not reported in the loaded dataset |
| Southern California Gas Company | Southern California Gas Company Pension Plan | 2023 | $281,010 | not reported in the loaded dataset |
| Wellspan Health | Wellspan Health Pension Trust | 2023 | $280,809 | $0 |
| Atlantic Health System | Employees' Cash Balance Plan Of Atlantic Health System, Inc. | 2023 | $171,221 | not reported in the loaded dataset |
| Kpmg Llp | Kpmg Partner Pension Plan | 2023 | $168,920 | $0 |
| S&T Bank | Employees' Retirement Plan Of S&T Bank | 2023 | $158,471 | not reported in the loaded dataset |
| Travelport, Lp | Galileo & Worldspan U.S. Legacy Pension Plan | 2023 | $105,963 | not reported in the loaded dataset |
| Dxc Technology Company | Dxc Technology Matched Asset Plan | 2023 | $96,263 | not reported in the loaded dataset |
| Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters | Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund | 2023 | $85,748 | not reported in the loaded dataset |
| Board Of Trustees, 701 Pension Fund | Ibew Local 701 Pension Fund | 2023 | $78,521 | $0 |
| San Diego Gas & Electric Company | San Diego Gas & Electric Company Cash Balance Plan | 2023 | $75,555 | not reported in the loaded dataset |
| Schurz Communications, Inc. | Schurz Communications, Inc. Retirement Plan | 2023 | $58,893 | not reported in the loaded dataset |
| Ccbcc Operations LLC | Coca-Cola Consolidated, Inc. Bargaining Employees Pension Plan | 2023 | $44,391 | not reported in the loaded dataset |
| Sempra | Sempra Cash Balance Plan | 2023 | $19,924 | not reported in the loaded dataset |
| New York Shakespeare Festival | New York Shakespeare Festival Retirement Plan | 2023 | $17,859 | not reported in the loaded dataset |
| Mars, Incorporated | U. S. Retirement Plan | 2023 | $10,164 | $0 |
| Board Of Trustees, Teamsters Union Local No. 52 Pension Fund | Teamsters Union Local No. 52 Pension Fund | 2023 | $10,000 | not reported in the loaded dataset |
| Jones Day | Jones Day Defined Contribution Master Trust | 2023 | $0 | $0 |
Related Form 5500 pages
- Medtronic Retirement Plan Master Trust (plan 008)
- Medtronic, Inc. — all reported plans
- Kraft Heinz Company Master Retirement Trust (plan 059)
- Kraft Heinz Foods Company — all reported plans
- Morgan Stanley 401(K) Plan (plan 003)
- Morgan Stanley Domestic Holdings, LLC — all reported plans
- New York Life Insurance Company Pension Plan (plan 001)
- New York Life Insurance Company — all reported plans
- Kpmg Pension Plan (plan 016)
- Kpmg Llp — all reported plans
- Ameriprise Financial Retirement Plan (plan 002)
- Ameriprise Financial, Inc. — all reported plans
- Nylic Retirement Plan (plan 005)
- Hancock Whitney Corporation Pension Plan (plan 004)
- Hancock Whitney Corporation — all reported plans
- Southern California Gas Company Pension Plan (plan 001)
- Southern California Gas Company — all reported plans
- Wellspan Health Pension Trust (plan 001)
- Wellspan Health — all reported plans
- Employees' Cash Balance Plan Of Atlantic Health System, Inc. (plan 001)
- Atlantic Health System — all reported plans
- Kpmg Partner Pension Plan (plan 018)
- Employees' Retirement Plan Of S&T Bank (plan 001)
- S&T Bank — all reported plans
- Galileo & Worldspan U.S. Legacy Pension Plan (plan 004)
- Travelport, Lp — all reported plans
- Dxc Technology Matched Asset Plan (plan 001)
- Dxc Technology Company — all reported plans
- Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund (plan 001)
- Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters — all reported plans
- Ibew Local 701 Pension Fund (plan 001)
- Board Of Trustees, 701 Pension Fund — all reported plans
- San Diego Gas & Electric Company Cash Balance Plan (plan 002)
- San Diego Gas & Electric Company — all reported plans
- Schurz Communications, Inc. Retirement Plan (plan 001)
- Schurz Communications, Inc. — all reported plans
- Coca-Cola Consolidated, Inc. Bargaining Employees Pension Plan (plan 001)
- Ccbcc Operations LLC — all reported plans
- Sempra Cash Balance Plan (plan 001)
- Sempra — all reported plans
- New York Shakespeare Festival Retirement Plan (plan 001)
- New York Shakespeare Festival — all reported plans
- U. S. Retirement Plan (plan 001)
- Mars, Incorporated — all reported plans
- Teamsters Union Local No. 52 Pension Fund (plan 001)
- Board Of Trustees, Teamsters Union Local No. 52 Pension Fund — all reported plans
- Jones Day Defined Contribution Master Trust (plan 009)
- Jones Day — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources