Invesco Advisers, 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, Invesco Advisers, Inc. is reported as a service provider on 41 loaded Form 5500 filing(s) across 41 plan sponsor(s) and 41 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $10,338,529 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $10,338,529
- Reported indirect compensation
- $0
- Total reported compensation
- $10,338,529
- Filings
- 41
- Plan sponsors
- 41
- Plans
- 41
- 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 |
|---|---|---|---|
| Southern Company Services, Inc. | GA | 1 | $2,372,947 |
| Lockheed Martin Corporation | MD | 1 | $1,796,187 |
| Cvs Health Corporation | RI | 1 | $1,004,897 |
| Building Trades United Pension Trust Fund | WI | 1 | $874,029 |
| Verizon Communications Inc. | NJ | 1 | $756,868 |
| The Allstate Corporation | TX | 1 | $504,725 |
| The Goodyear Tire & Rubber Company | OH | 1 | $416,329 |
| Occidental Petroleum Corp Defined Contrib Pl Master Trust Agreement | TX | 1 | $381,027 |
| Boehringer Ingelheim Usa Corporation | CT | 1 | $360,687 |
| Rtx Corporation | CT | 1 | $334,000 |
State footprint
Plans reporting Invesco Advisers, Inc. are sponsored in PA (12), IL (3), CT (3), GA (3), MI (3), CA (2), MO (2), NY (2), TX (2), RI (1), NJ (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Southern Company Services, Inc. | The Southern Company Pension Plan | 2023 | $2,372,947 | $0 |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $1,796,187 | $0 |
| Cvs Health Corporation | Cvs Health Future Fund 401(K) Plan | 2023 | $1,004,897 | not reported in the loaded dataset |
| Building Trades United Pension Trust Fund | Building Trades United Pension Trust Fund Milwaukee And Vicinity | 2023 | $874,029 | not reported in the loaded dataset |
| Verizon Communications Inc. | Verizon Master Savings Trust | 2023 | $756,868 | $0 |
| The Allstate Corporation | Allstate 401(K) Savings Plan | 2023 | $504,725 | $0 |
| The Goodyear Tire & Rubber Company | The Goodyear Tire & Rubber Company Commingled Trust Stable Value Fund | 2023 | $416,329 | $0 |
| Occidental Petroleum Corp Defined Contrib Pl Master Trust Agreement | Guaranteed Investment Contracts Master Trust Account | 2023 | $381,027 | $0 |
| Boehringer Ingelheim Usa Corporation | Boehringer Ingelheim Usa Corporation Master Investment Trust | 2023 | $360,687 | $0 |
| Rtx Corporation | Rtx Savings Plan Master Trust | 2023 | $334,000 | $0 |
| Ally Financial Inc. | Ally Financial Inc. Retirement Savings Plan | 2023 | $260,321 | $0 |
| North Atlantic States Carpenters Annuity Plan | North Atlantic States Carpenters Annuity Plan | 2023 | $238,714 | not reported in the loaded dataset |
| Invesco Advisers, Inc | Invesvo Government Liquidity Fund, A Series Of Invesco Multi Series Funds Ii, LLC | 2023 | $183,511 | not reported in the loaded dataset |
| Board Of Trustees Indiana Laborers Welfare Fund | Indiana Laborers Welfare Fund | 2023 | $162,155 | not reported in the loaded dataset |
| I.A.T.S.E. Local 16 Pension Plan Trustees | I.A.T.S.E. Local 16 Pension Plan | 2023 | $149,069 | 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 | $113,824 | not reported in the loaded dataset |
| Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund | Local 816 Labor & Management Pension Trust Fund | 2023 | $95,908 | not reported in the loaded dataset |
| Board Of Trustees Of Roofers Pension Fund | Roofers Pension Fund | 2023 | $76,321 | $0 |
| Bunzl Usa, LLC | Bunzl Usa, LLC Retirement Plan | 2023 | $60,895 | not reported in the loaded dataset |
| Trustees Of Carpenters Benefit Plans Of St. Louis | Carpenters Pension Trust Fund Of St. Louis | 2023 | $46,324 | not reported in the loaded dataset |
| Hawaiian Electric Company, Inc. | Postretirement Welfare Benefits Plan For Employees Of Hawaiian Electric Company, Inc. And Participating Employers | 2023 | $44,202 | $0 |
| Itpeu Health & Welfare Fund | Itpeu Health & Welfare Fund | 2023 | $26,641 | $0 |
| Board Of Trustees Of Mid-America Carpenters Regional Council Health Fu | Mid-America Carpenters Regional Council Health Fun | 2023 | $24,043 | not reported in the loaded dataset |
| Board Of Trustees Indiana State Council Of Carpenters Pension Fund | Indiana State Council Of Carpenters Pension Fund | 2023 | $19,541 | $0 |
| Joint Board Of Trustees, Southwest Carpenters Health And Welfare Trust | Southwest Carpenters Health And Welfare Trust Fund | 2023 | $12,154 | $0 |
| Trustees Of Iron Workers' Tri-State Welfare Plan | Iron Workers' Tri-State Welfare Plan | 2023 | $11,327 | $0 |
| Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund | International Union Of Operating Engineers Local 14-14b Welfare Fd | 2023 | $11,283 | not reported in the loaded dataset |
| College For Creative Studies | College For Creative Studies 403(B) Retirement Plan | 2023 | $330 | $0 |
| Asante | Asante 403b Plan | 2023 | $270 | not reported in the loaded dataset |
| J.W. Pepper & Son, Inc. | J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan | 2023 | $0 | $0 |
| Listrak Inc. | Listrak, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Leeward Construction, Inc. | Leeward Construction, Inc. Employees Retirement Plan | 2023 | $0 | $0 |
| Barley Snyder Llp | Barley Snyder Profit Sharing Plan | 2023 | $0 | $0 |
| Eastern Shore Transport, LLC | Heritage & Est 401(K) Plan | 2023 | $0 | $0 |
| Robson Forensic, Inc. | Robson Forensic, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Westgate Chevrolet, Inc. | Apple Automotive Group 401(K) Plan | 2023 | $0 | $0 |
| Stevens & Lee | Stevens & Lee Savings Plan | 2023 | $0 | $0 |
| Quantum Imaging & Therapeutic Associates, Inc. | Quantum Imaging & Therapeutic Associates, Inc. Profit Sharing & 401(K) Plan | 2023 | $0 | $0 |
| Stewart & Tate, Inc. | Stewart & Tate Employees Profit Sharing Plan | 2023 | $0 | $0 |
| York Building Products Co., Inc. | York Building Products Co. Inc. Profit Sharing Plan And Trust | 2023 | $0 | $0 |
| Capital Blue Cross | Capital Blue Cross Employee Savings Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- The Southern Company Pension Plan (plan 001)
- Southern Company Services, Inc. — all reported plans
- Lmc Defined Contribution Master Trust (plan 002)
- Lockheed Martin Corporation — all reported plans
- Cvs Health Future Fund 401(K) Plan (plan 017)
- Cvs Health Corporation — all reported plans
- Building Trades United Pension Trust Fund Milwaukee And Vicinity (plan 001)
- Building Trades United Pension Trust Fund — all reported plans
- Verizon Master Savings Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Allstate 401(K) Savings Plan (plan 001)
- The Allstate Corporation — all reported plans
- The Goodyear Tire & Rubber Company Commingled Trust Stable Value Fund (plan 009)
- The Goodyear Tire & Rubber Company — all reported plans
- Guaranteed Investment Contracts Master Trust Account (plan 200)
- Occidental Petroleum Corp Defined Contrib Pl Master Trust Agreement — all reported plans
- Boehringer Ingelheim Usa Corporation Master Investment Trust (plan 003)
- Boehringer Ingelheim Usa Corporation — all reported plans
- Rtx Savings Plan Master Trust (plan 001)
- Rtx Corporation — all reported plans
- Ally Financial Inc. Retirement Savings Plan (plan 001)
- Ally Financial Inc. — all reported plans
- North Atlantic States Carpenters Annuity Plan (plan 001)
- North Atlantic States Carpenters Annuity Plan — all reported plans
- Invesvo Government Liquidity Fund, A Series Of Invesco Multi Series Funds Ii, LLC (plan 001)
- Invesco Advisers, Inc — all reported plans
- Indiana Laborers Welfare Fund (plan 501)
- Board Of Trustees Indiana Laborers Welfare Fund — all reported plans
- I.A.T.S.E. Local 16 Pension Plan (plan 001)
- I.A.T.S.E. Local 16 Pension Plan Trustees — all reported plans
- National I.A.M. Benefit Trust Fund (plan 501)
- Board Of Trustees Of The National I.A.M. Benefit Trust Fund — all reported plans
- Local 816 Labor & Management Pension Trust Fund (plan 001)
- Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund — all reported plans
- Roofers Pension Fund (plan 001)
- Board Of Trustees Of Roofers Pension Fund — all reported plans
- Bunzl Usa, LLC Retirement Plan (plan 003)
- Bunzl Usa, LLC — all reported plans
- Carpenters Pension Trust Fund Of St. Louis (plan 001)
- Trustees Of Carpenters Benefit Plans Of St. Louis — all reported plans
- Postretirement Welfare Benefits Plan For Employees Of Hawaiian Electric Company, Inc. And Participating Employers (plan 515)
- Hawaiian Electric Company, Inc. — all reported plans
- Itpeu Health & Welfare Fund (plan 501)
- Itpeu Health & Welfare Fund — all reported plans
- Mid-America Carpenters Regional Council Health Fun (plan 501)
- Board Of Trustees Of Mid-America Carpenters Regional Council Health Fu — all reported plans
- Indiana State Council Of Carpenters Pension Fund (plan 001)
- Board Of Trustees Indiana State Council Of Carpenters Pension Fund — all reported plans
- Southwest Carpenters Health And Welfare Trust Fund (plan 501)
- Joint Board Of Trustees, Southwest Carpenters Health And Welfare Trust — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources