Fidelity Investmt Instit Op Co Inc — 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 Investmt Instit Op Co Inc is reported as a service provider on 4 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,136,495 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $2,136,495
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $2,136,495
- Filings
- 4
- Plan sponsors
- 2
- Plans
- 4
- 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 |
|---|---|---|---|
| Altria Client Services LLC | VA | 3 | $1,965,802 |
| Ust LLC | VA | 1 | $170,693 |
State footprint
Plans reporting Fidelity Investmt Instit Op Co Inc are sponsored in VA (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Altria Client Services LLC | Altria Retirement Plan | 2023 | $1,796,396 | not reported in the loaded dataset |
| Ust LLC | Ust LLC Retirement Income Plan For Hourly Employees | 2023 | $170,693 | not reported in the loaded dataset |
| Altria Client Services LLC | Long-Term Disability Plan For Hourly Employees | 2023 | $105,461 | not reported in the loaded dataset |
| Altria Client Services LLC | Long-Term Disability Plan For Salaried Employees | 2023 | $63,945 | not reported in the loaded dataset |
Related Form 5500 pages
- Altria Retirement Plan (plan 006)
- Altria Client Services LLC — all reported plans
- Ust LLC Retirement Income Plan For Hourly Employees (plan 003)
- Ust LLC — all reported plans
- Long-Term Disability Plan For Hourly Employees (plan 527)
- Long-Term Disability Plan For Salaried Employees (plan 509)
- Form 5500 Schedule C explained
- Methodology
- Data sources