J.P. Morgan Investment 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, J.P. Morgan Investment Management is reported as a service provider on 33 loaded Form 5500 filing(s) across 32 plan sponsor(s) and 33 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $49,176,148 and reported indirect compensation totals $6,879.
Reported compensation summary
- Reported direct compensation
- $49,176,148
- Reported indirect compensation
- $6,879
- Total reported compensation
- $49,183,027
- Filings
- 33
- Plan sponsors
- 32
- Plans
- 33
- 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 |
|---|---|---|---|
| National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee | MD | 1 | $19,993,483 |
| At&T Inc. | TX | 1 | $14,840,000 |
| Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | IL | 1 | $2,079,994 |
| Board Of Directors, Motion Picture Industry Pension | CA | 1 | $1,639,018 |
| American Electric Power Service Corporation | OH | 2 | $1,625,676 |
| Board Of Trustees, Pension Trust Fund For Operating | CA | 1 | $1,370,981 |
| General Mills, Inc. | MN | 1 | $1,356,481 |
| Board Of Directors, Motion Picture Industry Pension | CA | 1 | $864,218 |
| W W Grainger Inc | IL | 1 | $704,553 |
| Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | MD | 1 | $700,486 |
State footprint
Plans reporting J.P. Morgan Investment Management are sponsored in IL (7), CA (5), OH (3), MA (2), MI (2), PA (2), NY (2), MD (2), WI (1), ID (1), IN (1), MN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee | National Automatic Sprinkler Industry Pension Fund | 2023 | $19,993,483 | $0 |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $14,840,000 | not reported in the loaded dataset |
| Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd. | 2023 | $2,079,994 | $0 |
| Board Of Directors, Motion Picture Industry Pension | Motion Picture Industry Pension Plan | 2023 | $1,639,018 | $0 |
| Board Of Trustees, Pension Trust Fund For Operating | Pension Trust Fund For Operating Engineers | 2023 | $1,370,981 | not reported in the loaded dataset |
| General Mills, Inc. | General Mills Group Trust - Pooled Real Asset Fund | 2023 | $1,356,481 | not reported in the loaded dataset |
| American Electric Power Service Corporation | American Electric Power System Retirement Plan | 2023 | $864,463 | not reported in the loaded dataset |
| Board Of Directors, Motion Picture Industry Pension | Motion Picture Industry Individual Account Plan | 2023 | $864,218 | $0 |
| American Electric Power Service Corporation | Aep Retirement Savings 401(K) Plan | 2023 | $761,213 | not reported in the loaded dataset |
| W W Grainger Inc | W W Grainger Inc Group Benefit Plan I | 2023 | $704,553 | not reported in the loaded dataset |
| Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | Bert Bell/Pete Rozelle Nfl Player Retirement Plan | 2023 | $700,486 | not reported in the loaded dataset |
| Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan | Electrical Contractors Assoc. Of The City Of Chgo Local Union 134, Ibew Joint Pension Trust Of Chgo Pension Plan #2 | 2023 | $570,395 | $0 |
| Laborers District Council Of W Pa P Pension Fund Board Of Trustees | Laborers District Council Of W Pa Pension Fund | 2023 | $463,800 | not reported in the loaded dataset |
| Rockwell Automation, Inc. | Rockwell Automation Pension Plan | 2023 | $425,862 | $0 |
| Macys Inc | Macys Inc Defined Benefit Plans Master Trust | 2023 | $372,927 | $6,818 |
| Board Of Trustees, Oregon Retail Employees Pension | Oregon Retail Employees Pension Plan | 2023 | $340,908 | $0 |
| Idaho Power Company | Retirement Plan Of Idaho Power Company | 2023 | $277,619 | not reported in the loaded dataset |
| Bot, Wa State Plumbing And Pipefitting Industry Pension Plan | Wa State Plumbing And Pipefitting Industry Pension Plan | 2023 | $262,067 | not reported in the loaded dataset |
| Trustees Of Teamsters Union No. 142 Pension Fund | Teamsters Union No. 142 Pension Fund | 2023 | $261,364 | not reported in the loaded dataset |
| Bd Of Trustees Pdc Pension Fund | Painters And Allied Trades District Council No. 35 Pension Fund | 2023 | $170,177 | $0 |
| Painters Annuity Council No. 35 Annuity Fund | Painters And Allied Trades District Council No.35 Annuity Fund | 2023 | $141,814 | $0 |
| Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W | Chicago & Vicinity Laborers' District Council Heal | 2023 | $133,151 | $0 |
| Board Of Trustees Of Roofers Pension Fund | Roofers Pension Fund | 2023 | $120,677 | $0 |
| Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund | Chicago & Vicinity Laborers' District Council Retiree Health & Welfare Plan | 2023 | $119,115 | $0 |
| Union Carbide Corporation C/O The Dow Chemical Company | Union Carbide Employees' Pension Plan | 2023 | $80,608 | not reported in the loaded dataset |
| Board Of Trustees Of Iw Mid-America Pension Plan | Iron Workers' Mid-America Pension Plan | 2023 | $79,420 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund | Pension Fund United Scenic Artists Local 829 | 2023 | $75,015 | not reported in the loaded dataset |
| Board Of Trustees Indiana State Council Of Carpenters Pension Fund | Indiana State Council Of Carpenters Pension Fund | 2023 | $55,042 | not reported in the loaded dataset |
| Board Of Trustees, Directors Guild Of America - | Directors Guild Of America - Producer Health Plan | 2023 | $26,061 | not reported in the loaded dataset |
| Board Of Trustees Local 282 | Teamster Local 282 Annuity Trust Fund | 2023 | $12,868 | not reported in the loaded dataset |
| Board Of Trustees Of Local 282 | Local 282 Pension Trust Fund | 2023 | $12,368 | not reported in the loaded dataset |
| Directv Entertainment Holdings LLC | Directv Bargained Pension Plan | 2023 | $0 | $61 |
| Fulton Financial Corporation | Fulton Financial Affiliates Defined Benefit Pension Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- National Automatic Sprinkler Industry Pension Fund (plan 001)
- National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee — all reported plans
- Sbc Master Pension Trust (plan 020)
- At&T Inc. — all reported plans
- Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd. (plan 001)
- Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund — all reported plans
- Motion Picture Industry Pension Plan (plan 001)
- Board Of Directors, Motion Picture Industry Pension — all reported plans
- Pension Trust Fund For Operating Engineers (plan 001)
- Board Of Trustees, Pension Trust Fund For Operating — all reported plans
- General Mills Group Trust - Pooled Real Asset Fund (plan 005)
- General Mills, Inc. — all reported plans
- American Electric Power System Retirement Plan (plan 001)
- American Electric Power Service Corporation — all reported plans
- Motion Picture Industry Individual Account Plan (plan 002)
- Board Of Directors, Motion Picture Industry Pension — all reported plans
- Aep Retirement Savings 401(K) Plan (plan 002)
- W W Grainger Inc Group Benefit Plan I (plan 501)
- W W Grainger Inc — all reported plans
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan (plan 001)
- Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan — all reported plans
- Electrical Contractors Assoc. Of The City Of Chgo Local Union 134, Ibew Joint Pension Trust Of Chgo Pension Plan #2 (plan 002)
- Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan — all reported plans
- Laborers District Council Of W Pa Pension Fund (plan 001)
- Laborers District Council Of W Pa P Pension Fund Board Of Trustees — all reported plans
- Rockwell Automation Pension Plan (plan 002)
- Rockwell Automation, Inc. — all reported plans
- Macys Inc Defined Benefit Plans Master Trust (plan 015)
- Macys Inc — all reported plans
- Oregon Retail Employees Pension Plan (plan 001)
- Board Of Trustees, Oregon Retail Employees Pension — all reported plans
- Retirement Plan Of Idaho Power Company (plan 001)
- Idaho Power Company — all reported plans
- Wa State Plumbing And Pipefitting Industry Pension Plan (plan 001)
- Bot, Wa State Plumbing And Pipefitting Industry Pension Plan — all reported plans
- Teamsters Union No. 142 Pension Fund (plan 001)
- Trustees Of Teamsters Union No. 142 Pension Fund — all reported plans
- Painters And Allied Trades District Council No. 35 Pension Fund (plan 001)
- Bd Of Trustees Pdc Pension Fund — all reported plans
- Painters And Allied Trades District Council No.35 Annuity Fund (plan 001)
- Painters Annuity Council No. 35 Annuity Fund — all reported plans
- Chicago & Vicinity Laborers' District Council Heal (plan 501)
- Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W — all reported plans
- Roofers Pension Fund (plan 001)
- Board Of Trustees Of Roofers Pension Fund — all reported plans
- Chicago & Vicinity Laborers' District Council Retiree Health & Welfare Plan (plan 501)
- Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund — all reported plans
- Union Carbide Employees' Pension Plan (plan 001)
- Union Carbide Corporation C/O The Dow Chemical Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources