Fidelity Investments — 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 Investments is reported as a service provider on 201 loaded Form 5500 filing(s) across 184 plan sponsor(s) and 197 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $34,898,853 and reported indirect compensation totals $126,198.
Reported compensation summary
- Reported direct compensation
- $34,898,853
- Reported indirect compensation
- $126,198
- Total reported compensation
- $35,025,051
- Filings
- 201
- Plan sponsors
- 184
- Plans
- 197
- 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 | 1 | $9,502,473 |
| Mass General Brigham Incorporated | MA | 1 | $4,050,021 |
| Textron Inc. | RI | 3 | $3,184,995 |
| Supervalu Inc. | MN | 1 | $2,595,796 |
| Johnson Controls, Inc. | WI | 1 | $1,922,523 |
| Omnicom Group Inc. | NY | 1 | $1,383,544 |
| Iqvia Inc. | NC | 1 | $975,438 |
| Blue Cross Blue Shield Of Michigan | MI | 2 | $950,765 |
| Nordson Corporation | OH | 2 | $784,301 |
| The Neiman Marcus Group LLC | TX | 1 | $659,936 |
State footprint
Plans reporting Fidelity Investments are sponsored in CA (25), NY (15), MA (15), IL (14), MN (11), TX (9), OH (9), NJ (8), WI (8), MI (7), PR (6), NC (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $9,502,473 | not reported in the loaded dataset |
| Mass General Brigham Incorporated | Consolidated 403(B) Program Of Mass General Brigham And Member Organizations | 2023 | $4,050,021 | $0 |
| Textron Inc. | Textron Master Retirement Plan | 2023 | $2,550,965 | not reported in the loaded dataset |
| Johnson Controls, Inc. | Johnson Controls Inc. Savings And Investment Master Trust | 2023 | $1,922,523 | $0 |
| Supervalu Inc. | Supervalu Master Investment Trust | 2023 | $1,396,642 | $0 |
| Omnicom Group Inc. | Omnicom Group Retirement Savings Plan | 2023 | $1,383,544 | $0 |
| Supervalu Inc. | Supervalu Master Investment Trust | 2023 | $1,199,154 | $0 |
| Iqvia Inc. | Iqvia 401(K) Plan | 2023 | $975,438 | $0 |
| Nordson Corporation | Nordson Corporation Salaried Employees Pension Plan | 2023 | $720,593 | not reported in the loaded dataset |
| The Neiman Marcus Group LLC | The Neiman Marcus Group LLC Retirement Plan | 2023 | $659,936 | not reported in the loaded dataset |
| Mondelez Global LLC | Mondelez Global LLC Master Retirement Trust | 2023 | $652,831 | not reported in the loaded dataset |
| Textron Inc. | Bell Helicopter Textron Master Retirement Plan | 2023 | $592,509 | not reported in the loaded dataset |
| Plumbers Union Local No. 12 Annuit | Plumbers Union Local No 12 Annuity Plan | 2023 | $587,738 | $0 |
| Blue Cross Blue Shield Of Michigan | Blue Cross Blue Shield Of Michigan Employees' Retirement Account Plan | 2023 | $548,934 | not reported in the loaded dataset |
| Board Of Trustees, San Francisco Electrical Workers | San Francisco Electrical Workers Retirement Savings Plan | 2023 | $548,338 | $0 |
| Case New Holland Industrial Inc. | Cnh Industrial U.S. Retirement Savings Plan | 2023 | $543,629 | $0 |
| Polaris Industries Inc. | Polaris 401k Retirement Savings Plan | 2023 | $515,821 | not reported in the loaded dataset |
| Siemens Corporation | Master Trust For Siemens Savings Plans | 2023 | $491,251 | not reported in the loaded dataset |
| Unisys Corporation | Unisys Savings Plan | 2023 | $471,079 | $0 |
| Tnc Us Holdings, Inc. | The Nielsen Company Retirement Plan | 2023 | $448,323 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Michigan | Blue Cross Blue Shield Of Michigan Represented Employees' Retirement Income Plan | 2023 | $401,831 | not reported in the loaded dataset |
| Circor International, Inc. | Circor International, Inc. Retirement Plan | 2023 | $374,431 | not reported in the loaded dataset |
| Battelle Memorial Institute | Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute | 2023 | $326,934 | not reported in the loaded dataset |
| Winter Haven Hospital, Inc. | Winter Haven Hospital Pension Plan | 2023 | $314,081 | not reported in the loaded dataset |
| Lg&E And Ku Energy, LLC | Lg&E And Ku Pension Plan | 2023 | $311,569 | not reported in the loaded dataset |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans | 2023 | $304,828 | not reported in the loaded dataset |
| Standex International Corporation | Standex International Corporation Pension Plans | 2023 | $256,723 | not reported in the loaded dataset |
| Board Of Trustees Of M.M.&P. Individual Retirement Account Plan | Masters Mates & Pilots Individual Retirement Account Plan | 2023 | $207,911 | not reported in the loaded dataset |
| Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T | Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust | 2023 | $207,405 | not reported in the loaded dataset |
| Chanel Inc. | Chanel, Inc. Pension Plan | 2023 | $197,755 | $0 |
| Indiana Hemophilia & Thrombosis Center, Inc. | Indiana Hemophilia & Thrombosis Center Inc. 401(K) Profit Sharing Plan | 2023 | $148,693 | not reported in the loaded dataset |
| Hyspan Precision Products, Inc. | Hyspan Precision Products, Inc. Profit Sharing Plan | 2023 | $120,883 | not reported in the loaded dataset |
| Nrg Energy, Inc. | Nrg Energy Master Retirement Trust | 2023 | $112,605 | not reported in the loaded dataset |
| Trustees Of Smw Intl Assoc Local Union No. 73 Annuity Fund, Et Al | Smw 73 Stable Value Fund | 2023 | $109,248 | not reported in the loaded dataset |
| Sullivan & Cromwell Llp | Sullivan & Cromwell Llp Savings Plan For Associates | 2023 | $106,343 | $0 |
| Board Of Trustees Northern Cali General Teamsters Security Fund | Northern California General Teamsters Security Fund | 2023 | $104,065 | $0 |
| Salk Institute For Biological Studies | The Salk Institute Retirement Plan | 2023 | $103,165 | $0 |
| Lja Engineering, Inc. | Lja Engineering, Inc. 401(K) Plan | 2023 | $96,517 | $0 |
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Group Life And Medical Plan | 2023 | $91,740 | not reported in the loaded dataset |
| Sullivan & Cromwell Llp | Sullivan & Cromwell Llp Employees' Savings Plan | 2023 | $89,362 | $0 |
| Sullivan & Cromwell Llp | Sullivan & Cromwell Llp Employees' Savings Plan Ii | 2023 | $83,817 | $0 |
| Sharp Rees-Stealy Medical Group, Inc. | Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan | 2023 | $80,655 | not reported in the loaded dataset |
| Lenovo (United States) Inc. | Lenovo Savings Plan | 2023 | $75,304 | $0 |
| Outsource, LLC | Outsource, LLC 401k Profit Sharing Plan | 2023 | $73,319 | not reported in the loaded dataset |
| Seattle Childrens Healthcare System | Seattle Children'S 403(B) Plan | 2023 | $70,234 | not reported in the loaded dataset |
| William Marsh Rice University | William Marsh Rice University Defined Contribution Retirement Plan | 2023 | $70,166 | not reported in the loaded dataset |
| Associated Banc-Corp | Associated Banc-Corp Retirement Account Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Hi Nabor Supermarket, Inc. | Hi-Nabor Supermarket, Inc. Profit Sharing 401k Plan | 2023 | $66,934 | not reported in the loaded dataset |
| Case New Holland Industrial Inc. | Cnh Industrial Hourly Parts Depots Retirement Savings Plan | 2023 | $65,405 | $0 |
| Edfinancial Services, LLC | Edfinancial Services, LLC 401(K) Plan | 2023 | $65,327 | not reported in the loaded dataset |
Related Form 5500 pages
- Ibm Personal Pension Plan (plan 001)
- International Business Machines Corporation — all reported plans
- Consolidated 403(B) Program Of Mass General Brigham And Member Organizations (plan 010)
- Mass General Brigham Incorporated — all reported plans
- Textron Master Retirement Plan (plan 076)
- Textron Inc. — all reported plans
- Johnson Controls Inc. Savings And Investment Master Trust (plan 023)
- Johnson Controls, Inc. — all reported plans
- Supervalu Master Investment Trust (plan 105)
- Supervalu Inc. — all reported plans
- Omnicom Group Retirement Savings Plan (plan 004)
- Omnicom Group Inc. — all reported plans
- Supervalu Master Investment Trust (plan 105)
- Iqvia 401(K) Plan (plan 004)
- Iqvia Inc. — all reported plans
- Nordson Corporation Salaried Employees Pension Plan (plan 005)
- Nordson Corporation — all reported plans
- The Neiman Marcus Group LLC Retirement Plan (plan 001)
- The Neiman Marcus Group LLC — all reported plans
- Mondelez Global LLC Master Retirement Trust (plan 059)
- Mondelez Global LLC — all reported plans
- Bell Helicopter Textron Master Retirement Plan (plan 006)
- Plumbers Union Local No 12 Annuity Plan (plan 002)
- Plumbers Union Local No. 12 Annuit — all reported plans
- Blue Cross Blue Shield Of Michigan Employees' Retirement Account Plan (plan 001)
- Blue Cross Blue Shield Of Michigan — all reported plans
- San Francisco Electrical Workers Retirement Savings Plan (plan 002)
- Board Of Trustees, San Francisco Electrical Workers — all reported plans
- Cnh Industrial U.S. Retirement Savings Plan (plan 002)
- Case New Holland Industrial Inc. — all reported plans
- Polaris 401k Retirement Savings Plan (plan 001)
- Polaris Industries Inc. — all reported plans
- Master Trust For Siemens Savings Plans (plan 001)
- Siemens Corporation — all reported plans
- Unisys Savings Plan (plan 004)
- Unisys Corporation — all reported plans
- The Nielsen Company Retirement Plan (plan 001)
- Tnc Us Holdings, Inc. — all reported plans
- Blue Cross Blue Shield Of Michigan Represented Employees' Retirement Income Plan (plan 002)
- Circor International, Inc. Retirement Plan (plan 001)
- Circor International, Inc. — all reported plans
- Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute (plan 005)
- Battelle Memorial Institute — all reported plans
- Winter Haven Hospital Pension Plan (plan 001)
- Winter Haven Hospital, Inc. — all reported plans
- Lg&E And Ku Pension Plan (plan 006)
- Lg&E And Ku Energy, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources