Plan5500

J P Morgan Broker-Dealer Holdings — 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, J P Morgan Broker-Dealer Holdings is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $36,284 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$36.3KDirect + indirect, across loaded filings$36,284
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$36.3K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation80%Genesis Medical Group
Top state share of plans25%CA
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to J P Morgan Broker-Dealer Holdings. Bars show relative scale.

  1. 1
    Genesis Medical Group$29K
    TX · 1 plan(s)
  2. 2
    Cancer Care, Inc.$4K
    NY · 1 plan(s)
  3. 3
    Medvantx, Inc.$2.3K
    CA · 1 plan(s)
  4. 4
    International Support Group LLC$1K
    FL · 1 plan(s)
Geographic reach

State footprint

Where J P Morgan Broker-Dealer Holdings appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CA1 plan(s)
  2. 2
    FL1 plan(s)
  3. 3
    NY1 plan(s)
  4. 4
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting J P Morgan Broker-Dealer Holdings are sponsored, by plan count.

  1. 1
    San Diego, CA1 plan(s)
  2. 2
    Miramar, FL1 plan(s)
  3. 3
    New York, NY1 plan(s)
  4. 4
    Spring, TX1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Genesis Medical Group 401(K) Profit Sharing Plan$29K
    Genesis Medical Group, TX · Direct $29K · 2023
  2. 2
    Cancer Care, Inc. Defined Contribution Plan$4K
    Cancer Care, Inc., NY · Direct $4K · Indirect $0 · 2023
  3. 3
    Medvantx 401(K) Retirement Plan$2.3K
    Medvantx, Inc., CA · Direct $2.3K · Indirect $0 · 2023
  4. 4
    International Support Group 401(K) Plan$1K
    International Support Group LLC, FL · Direct $1K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about J P Morgan Broker-Dealer Holdings?
Public Form 5500 Schedule C filings report compensation paid to J P Morgan Broker-Dealer Holdings as a plan service provider. Across loaded filings, total reported compensation is $36,284.
How many plans report J P Morgan Broker-Dealer Holdings as a service provider?
J P Morgan Broker-Dealer Holdings appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages