Income Research & Management — 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, Income Research & Management is reported as a service provider on 88 loaded Form 5500 filing(s) across 83 plan sponsor(s) and 88 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $14,685,089 and reported indirect compensation totals $58,644.
Reported compensation summary
- Reported direct compensation
- $14,685,089
- Reported indirect compensation
- $58,644
- Total reported compensation
- $14,743,733
- Filings
- 88
- Plan sponsors
- 83
- Plans
- 88
- 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 |
|---|---|---|---|
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $2,065,375 |
| Fedex Corporation | TN | 1 | $1,366,268 |
| Rtx Corporation | CT | 1 | $1,096,123 |
| Eastman Kodak Company | NY | 1 | $948,464 |
| Corning Incorporated | NY | 1 | $623,958 |
| National Elevator Industry Pension Plan Plan Board Of Trustees | PA | 1 | $571,144 |
| Nyu Langone Hospitals | NY | 2 | $547,555 |
| Textron Inc. | RI | 1 | $528,769 |
| Glaxosmithkline LLC | PA | 1 | $506,109 |
| The Kroger Co | OH | 1 | $392,194 |
State footprint
Plans reporting Income Research & Management are sponsored in NY (17), OH (10), MA (8), PA (8), NJ (6), CT (6), IL (6), CA (4), TX (4), DC (3), WI (2), IA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $2,065,375 | not reported in the loaded dataset |
| Fedex Corporation | Fedex Corporation Employees' Pension Trust | 2023 | $1,366,268 | not reported in the loaded dataset |
| Rtx Corporation | Rtx Master Retirement Trust | 2023 | $1,096,123 | not reported in the loaded dataset |
| Eastman Kodak Company | Kodak Retirement Income Plan | 2023 | $948,464 | not reported in the loaded dataset |
| Corning Incorporated | Corning Retirement Master Trust | 2023 | $623,958 | not reported in the loaded dataset |
| National Elevator Industry Pension Plan Plan Board Of Trustees | National Elevator Industry Pension Plan | 2023 | $571,144 | not reported in the loaded dataset |
| Textron Inc. | Textron Inc. Master Trust | 2023 | $528,769 | not reported in the loaded dataset |
| Glaxosmithkline LLC | Glaxosmithkline Cash Balance Pension Plan | 2023 | $506,109 | not reported in the loaded dataset |
| Nyu Langone Hospitals | Nyu Langone Hospitals Retirement Plan | 2023 | $479,115 | not reported in the loaded dataset |
| The Kroger Co | The Kroger Co Master Retirement Trust | 2023 | $392,194 | $0 |
| Board Of Trustees, Operating Engineers Health | Operating Engineers Health And Welfare Trust Fund | 2023 | $251,930 | not reported in the loaded dataset |
| Jones Day | Jones Day Defined Contribution Master Trust | 2023 | $241,481 | not reported in the loaded dataset |
| Wheatland Tube, LLC | John Maneely Company Pension Plan | 2023 | $224,591 | not reported in the loaded dataset |
| Board Of Trustees, United Food And Commercial Workers | United Food And Commercial Workers Unions And Food Employers Benefit Fund | 2023 | $218,396 | not reported in the loaded dataset |
| Joint Board Of Trustees Electrical Workers Local 103 Ibew | Electrical Workers Pension Plan Local 103 I.B.E.W. | 2023 | $214,933 | not reported in the loaded dataset |
| Siemens Energy, Inc. | Siemens Energy, Inc. Pension Plan | 2023 | $206,410 | not reported in the loaded dataset |
| American Water Works Co., Inc. | Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries | 2023 | $203,732 | not reported in the loaded dataset |
| Trustees Of Sheet Metal Workers Local 33 Pension Plan | Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan | 2023 | $192,581 | not reported in the loaded dataset |
| Ricoh Usa, Inc. | Ikon Office Solutions, Inc. Pension Plan | 2023 | $192,080 | not reported in the loaded dataset |
| Institute Of Electrical And Electronics Engineers, Inc. | The Institute Of Electrical And Electronics Engineers, Incorporated Employees' Retirement Plan | 2023 | $172,306 | not reported in the loaded dataset |
| Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund | Neca/Ibew Family Medical Care Trust Fund | 2023 | $168,266 | not reported in the loaded dataset |
| Belk Stores Services, LLC | Belk Pension Plan | 2023 | $164,601 | not reported in the loaded dataset |
| Nyse Group Inc. | Revised Retirement Plan For Eligible Employees Of The New York Stock Exchange & Subsidiary Companies | 2023 | $160,152 | not reported in the loaded dataset |
| J. Ray Mcdermott Holdings, LLC | Mcdermott (U.S.) Retirement Plan | 2023 | $144,754 | not reported in the loaded dataset |
| Long Island Electric Utility Servco LLC | Long Island Electric Utility Servco LLC Retirement Income Plan | 2023 | $129,587 | not reported in the loaded dataset |
| Sturdy Memorial Hospital Inc | Sturdy Memorial Hospital Inc Retirement Plan | 2023 | $124,770 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund | Pension Fund United Scenic Artists Local 829 | 2023 | $122,526 | not reported in the loaded dataset |
| Ametek, Inc. | Ametek, Inc. Employees' Master Retirement Trust | 2023 | $115,480 | not reported in the loaded dataset |
| Cooperative Banks Employees Retirement Association | Cbera Plan C | 2023 | $112,362 | not reported in the loaded dataset |
| Jones Day | Jones Day Defined Benefit Master Trust | 2023 | $106,518 | not reported in the loaded dataset |
| Connecticut Laborers Annuity Fund Board Of Trustees | Connecticut Laborers' Annuity Plan | 2023 | $106,480 | not reported in the loaded dataset |
| Girl Scouts Of The Usa | National Girl Scout Council Retirement Plan | 2023 | $102,670 | not reported in the loaded dataset |
| Sumitomo Rubber Usa, LLC | Sumitomo Rubber Usa, LLC Master Retirement Trust | 2023 | $100,408 | not reported in the loaded dataset |
| Thomson Reuters Holdings Inc. | Thomson Reuters Group Pension Plan | 2023 | $95,508 | not reported in the loaded dataset |
| Board Of Trustees Of Liuna Staff And Affiliates Pension Fund | Liuna Staff And Affiliates Pension Fund | 2023 | $88,420 | not reported in the loaded dataset |
| Board Of Trustees Of The Liuna National (Industrial) Pension Fund | Liuna National (Industrial) Pension Fund | 2023 | $86,127 | not reported in the loaded dataset |
| Twin Disc, Incorporated | Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees | 2023 | $84,921 | not reported in the loaded dataset |
| Hartford Healthcare Corporation | Hartford Healthcare Corporation Defined Benefit Master Trust Agreement | 2023 | $84,219 | not reported in the loaded dataset |
| The Williams Companies Master Pension Trust | The Williams Companies Master Pension Trust | 2023 | $82,058 | not reported in the loaded dataset |
| Skadden Arps Slate Meagher & Flom, Llp | Skadden Arps Slate Meagher & Flom Retirement And Pension Plan Master Trust | 2023 | $74,241 | not reported in the loaded dataset |
| Board Of Trustees Northwestern Ohio Plumbers And Pipefitters | Northwestern Ohio Plumbers And Pipefitters Pension Plan And Trust | 2023 | $73,501 | not reported in the loaded dataset |
| Trustees Of The Ufcw International Union - Industry Variable Annuity P | Ufcw International Union-Industry Variable Annuity Pension Plan | 2023 | $72,138 | not reported in the loaded dataset |
| Board Of Trustees Of The National I.A.M. Benefit Trust Fund | National I.A.M. Benefit Trust Fund | 2023 | $71,147 | not reported in the loaded dataset |
| Nyu Langone Hospitals | Nyu Langone Hospital-Brooklyn Uft Retirement Plan | 2023 | $68,440 | not reported in the loaded dataset |
| Teamsters Joint Council No. 83 Of Virginia Pension Fund | Teamsters Joint Council No. 83 Of Virginia Pension Fund | 2023 | $65,014 | not reported in the loaded dataset |
| Tufts Medicine, Inc. | Tufts Medicine, Inc. Master Trust | 2023 | $64,579 | not reported in the loaded dataset |
| Evonik Corporation | Evonik Corp Master Trust | 2023 | $63,481 | not reported in the loaded dataset |
| United Association Local 7 Pension Plan | United Association Local 7 Pension Plan | 2023 | $62,779 | not reported in the loaded dataset |
| Lifespan Corporation | Lifespan Corporation Retirement Plan | 2023 | $61,051 | not reported in the loaded dataset |
| Pitcairn Company | Pitcairn Retirement Plan | 2023 | $0 | $58,644 |
Related Form 5500 pages
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Fedex Corporation Employees' Pension Trust (plan 001)
- Fedex Corporation — all reported plans
- Rtx Master Retirement Trust (plan 001)
- Rtx Corporation — all reported plans
- Kodak Retirement Income Plan (plan 001)
- Eastman Kodak Company — all reported plans
- Corning Retirement Master Trust (plan 007)
- Corning Incorporated — all reported plans
- National Elevator Industry Pension Plan (plan 001)
- National Elevator Industry Pension Plan Plan Board Of Trustees — all reported plans
- Textron Inc. Master Trust (plan 001)
- Textron Inc. — all reported plans
- Glaxosmithkline Cash Balance Pension Plan (plan 003)
- Glaxosmithkline LLC — all reported plans
- Nyu Langone Hospitals Retirement Plan (plan 004)
- Nyu Langone Hospitals — all reported plans
- The Kroger Co Master Retirement Trust (plan 008)
- The Kroger Co — all reported plans
- Operating Engineers Health And Welfare Trust Fund (plan 501)
- Board Of Trustees, Operating Engineers Health — all reported plans
- Jones Day Defined Contribution Master Trust (plan 009)
- Jones Day — all reported plans
- John Maneely Company Pension Plan (plan 011)
- Wheatland Tube, LLC — all reported plans
- United Food And Commercial Workers Unions And Food Employers Benefit Fund (plan 501)
- Board Of Trustees, United Food And Commercial Workers — all reported plans
- Electrical Workers Pension Plan Local 103 I.B.E.W. (plan 001)
- Joint Board Of Trustees Electrical Workers Local 103 Ibew — all reported plans
- Siemens Energy, Inc. Pension Plan (plan 022)
- Siemens Energy, Inc. — all reported plans
- Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries (plan 001)
- American Water Works Co., Inc. — all reported plans
- Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan (plan 001)
- Trustees Of Sheet Metal Workers Local 33 Pension Plan — all reported plans
- Ikon Office Solutions, Inc. Pension Plan (plan 014)
- Ricoh Usa, Inc. — all reported plans
- The Institute Of Electrical And Electronics Engineers, Incorporated Employees' Retirement Plan (plan 001)
- Institute Of Electrical And Electronics Engineers, Inc. — all reported plans
- Neca/Ibew Family Medical Care Trust Fund (plan 501)
- Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund — all reported plans
- Belk Pension Plan (plan 334)
- Belk Stores Services, LLC — all reported plans
- Revised Retirement Plan For Eligible Employees Of The New York Stock Exchange & Subsidiary Companies (plan 001)
- Nyse Group Inc. — all reported plans
- Mcdermott (U.S.) Retirement Plan (plan 003)
- J. Ray Mcdermott Holdings, LLC — all reported plans
- Long Island Electric Utility Servco LLC Retirement Income Plan (plan 001)
- Long Island Electric Utility Servco LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources