J.P. Morgan Investment Mgmt, 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, J.P. Morgan Investment Mgmt, Inc. is reported as a service provider on 19 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 18 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,914,298 and reported indirect compensation totals $1,433,966.
Reported compensation summary
- Reported direct compensation
- $7,914,298
- Reported indirect compensation
- $1,433,966
- Total reported compensation
- $9,348,264
- Filings
- 19
- Plan sponsors
- 18
- Plans
- 18
- 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 |
|---|---|---|---|
| Isc Plasterers & Cement Masons Pension Fund | IN | 1 | $2,723,560 |
| Board Of Trustees, So Ca Ufcw Unions & Food Employers | CA | 1 | $949,095 |
| Lyondell Chemical Company | TX | 1 | $735,963 |
| Board Of Trustees, Southern Nevada Culinary And | NV | 1 | $709,278 |
| Cummins Inc. | IN | 1 | $639,855 |
| Hartford Fire Insurance Company | CT | 1 | $634,518 |
| Board Of Trustees, Directors Guild Of America - | CA | 1 | $599,634 |
| The Committee Of The Uaw Retiree Medical Benefits Trust | MI | 1 | $599,542 |
| Board Of Trustees, Directors Guild Of America- | CA | 1 | $566,747 |
| Exelon Corporation | IL | 1 | $283,314 |
State footprint
Plans reporting J.P. Morgan Investment Mgmt, Inc. are sponsored in CA (6), IN (2), TX (2), MI (1), NV (1), NY (1), OH (1), TN (1), WI (1), CT (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Isc Plasterers & Cement Masons Pension Fund | Indiana State Council Of Plasterers & Cement Mason Pension Fund | 2023 | $1,289,594 | $1,433,966 |
| Board Of Trustees, So Ca Ufcw Unions & Food Employers | Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund | 2023 | $949,095 | not reported in the loaded dataset |
| Lyondell Chemical Company | Lyondellbasell Master Trust | 2023 | $735,963 | $0 |
| Board Of Trustees, Southern Nevada Culinary And | Southern Nevada Culinary And Bartenders Pension Plan | 2023 | $709,278 | $0 |
| Cummins Inc. | Cummins Inc. Master Retirement Savings Trust | 2023 | $639,855 | not reported in the loaded dataset |
| Hartford Fire Insurance Company | The Hartford Investment And Savings Plan | 2023 | $634,518 | not reported in the loaded dataset |
| Board Of Trustees, Directors Guild Of America - | Directors Guild Of America-Producer Pension Plan Supplemental Benefit Plan | 2023 | $599,634 | not reported in the loaded dataset |
| The Committee Of The Uaw Retiree Medical Benefits Trust | Uaw Gm Retirees Medical Benefits Plan | 2023 | $599,542 | not reported in the loaded dataset |
| Board Of Trustees, Directors Guild Of America- | Directors Guild Of America-Producer Pension Plan Basic Benefit Plan | 2023 | $566,747 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corp Pension Master Trust- Equity | 2023 | $283,314 | not reported in the loaded dataset |
| Nestle Usa, Inc. | Nestle In The Usa Pension Trust | 2023 | $181,682 | not reported in the loaded dataset |
| The Goldman Sachs Group, Inc. | The Goldman Sachs 401(K) Plan | 2023 | $178,606 | not reported in the loaded dataset |
| Alliant Energy Corporate Services, Inc. | Alliant Energy Corporation 401(K) Savings Plan | 2023 | $150,548 | not reported in the loaded dataset |
| The Allstate Corporation | Allstate Retirement Plan | 2023 | $122,009 | not reported in the loaded dataset |
| Eastman Chemical Company | Eastman Chemical Company Master Retirement Trust | 2023 | $102,119 | not reported in the loaded dataset |
| Board Of Trustees, Western Teamsters Welfare Trust | Western Teamsters Welfare Trust | 2023 | $61,334 | not reported in the loaded dataset |
| Automobile Club Of So California | Club Pension Plan | 2023 | $46,553 | not reported in the loaded dataset |
| Matson, Inc. | Matson Retirement And Pension Trust | 2023 | $32,372 | not reported in the loaded dataset |
| Matson, Inc. | Matson Retirement And Pension Trust | 2023 | $31,535 | not reported in the loaded dataset |
Related Form 5500 pages
- Indiana State Council Of Plasterers & Cement Mason Pension Fund (plan 001)
- Isc Plasterers & Cement Masons Pension Fund — all reported plans
- Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund (plan 001)
- Board Of Trustees, So Ca Ufcw Unions & Food Employers — all reported plans
- Lyondellbasell Master Trust (plan 009)
- Lyondell Chemical Company — all reported plans
- Southern Nevada Culinary And Bartenders Pension Plan (plan 001)
- Board Of Trustees, Southern Nevada Culinary And — all reported plans
- Cummins Inc. Master Retirement Savings Trust (plan 102)
- Cummins Inc. — all reported plans
- The Hartford Investment And Savings Plan (plan 100)
- Hartford Fire Insurance Company — all reported plans
- Directors Guild Of America-Producer Pension Plan Supplemental Benefit Plan (plan 002)
- Board Of Trustees, Directors Guild Of America - — all reported plans
- Uaw Gm Retirees Medical Benefits Plan (plan 504)
- The Committee Of The Uaw Retiree Medical Benefits Trust — all reported plans
- Directors Guild Of America-Producer Pension Plan Basic Benefit Plan (plan 001)
- Board Of Trustees, Directors Guild Of America- — all reported plans
- Exelon Corp Pension Master Trust- Equity (plan 301)
- Exelon Corporation — all reported plans
- Nestle In The Usa Pension Trust (plan 101)
- Nestle Usa, Inc. — all reported plans
- The Goldman Sachs 401(K) Plan (plan 001)
- The Goldman Sachs Group, Inc. — all reported plans
- Alliant Energy Corporation 401(K) Savings Plan (plan 005)
- Alliant Energy Corporate Services, Inc. — all reported plans
- Allstate Retirement Plan (plan 002)
- The Allstate Corporation — all reported plans
- Eastman Chemical Company Master Retirement Trust (plan 003)
- Eastman Chemical Company — all reported plans
- Western Teamsters Welfare Trust (plan 501)
- Board Of Trustees, Western Teamsters Welfare Trust — all reported plans
- Club Pension Plan (plan 001)
- Automobile Club Of So California — all reported plans
- Matson Retirement And Pension Trust (plan 001)
- Matson, Inc. — all reported plans
- Matson Retirement And Pension Trust (plan 001)
- Form 5500 Schedule C explained
- Methodology
- Data sources