Invesco Capital 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, Invesco Capital Management is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,241,979 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,241,979
- Reported indirect compensation
- $0
- Total reported compensation
- $3,241,979
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Norfolk Southern Corporation | GA | 1 | $880,736 |
| Marsh & Mclennan Companies, Inc. | NY | 1 | $517,672 |
| Umwa 1974 Pension Trust Board Of Trustees | DC | 1 | $513,623 |
| Phillips 66 Company | TX | 1 | $408,979 |
| The Northern Trust Company | IL | 1 | $293,087 |
| Consolidated Nuclear Security, LLC | TN | 1 | $242,115 |
| Dupont De Nemours, Inc. | DE | 1 | $238,135 |
| Swedish Match North America LLC | VA | 1 | $56,367 |
| The Coca-Cola Company Master Trust For 401(K) Plans | GA | 1 | $43,490 |
| Calportland Company | NV | 1 | $30,311 |
State footprint
Plans reporting Invesco Capital Management are sponsored in NY (2), GA (2), IL (1), NV (1), TN (1), TX (1), DC (1), VA (1), DE (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Norfolk Southern Corporation | Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies | 2023 | $880,736 | $0 |
| Marsh & Mclennan Companies, Inc. | Marsh & Mclennan Companies, Inc. Master Retirement Savings Trust | 2023 | $517,672 | $0 |
| Umwa 1974 Pension Trust Board Of Trustees | United Mine Workers Of America 1974 Pension Plan | 2023 | $513,623 | $0 |
| Phillips 66 Company | Phillips 66 Savings Plan | 2023 | $408,979 | $0 |
| The Northern Trust Company | The Northern Trust Company Thrift-Incentive Plan | 2023 | $293,087 | $0 |
| Consolidated Nuclear Security, LLC | Defined Contribution Plans Mtia | 2023 | $242,115 | not reported in the loaded dataset |
| Dupont De Nemours, Inc. | Dupont Specialty Products And Related Co. Savings Plan Master Trust | 2023 | $238,135 | $0 |
| Swedish Match North America LLC | Swedish Match Master Trust For Defined Benefit Plans | 2023 | $56,367 | $0 |
| The Coca-Cola Company Master Trust For 401(K) Plans | Us Core Plus Active Fixed Income Fund | 2023 | $43,490 | not reported in the loaded dataset |
| Calportland Company | California Portland Cement Company Master Retirement Trust | 2023 | $30,311 | $0 |
| Unity Health System | Unity Health System Retirement Plan | 2023 | $17,464 | not reported in the loaded dataset |
Related Form 5500 pages
- Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies (plan 001)
- Norfolk Southern Corporation — all reported plans
- Marsh & Mclennan Companies, Inc. Master Retirement Savings Trust (plan 001)
- Marsh & Mclennan Companies, Inc. — all reported plans
- United Mine Workers Of America 1974 Pension Plan (plan 002)
- Umwa 1974 Pension Trust Board Of Trustees — all reported plans
- Phillips 66 Savings Plan (plan 002)
- Phillips 66 Company — all reported plans
- The Northern Trust Company Thrift-Incentive Plan (plan 002)
- The Northern Trust Company — all reported plans
- Defined Contribution Plans Mtia (plan 005)
- Consolidated Nuclear Security, LLC — all reported plans
- Dupont Specialty Products And Related Co. Savings Plan Master Trust (plan 001)
- Dupont De Nemours, Inc. — all reported plans
- Swedish Match Master Trust For Defined Benefit Plans (plan 005)
- Swedish Match North America LLC — all reported plans
- Us Core Plus Active Fixed Income Fund (plan 003)
- The Coca-Cola Company Master Trust For 401(K) Plans — all reported plans
- California Portland Cement Company Master Retirement Trust (plan 011)
- Calportland Company — all reported plans
- Unity Health System Retirement Plan (plan 001)
- Unity Health System — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources