Jefferies LLC — 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, Jefferies LLC is reported as a service provider on 9 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,940,860 and reported indirect compensation totals $126,419.

Reported compensation summary

Reported direct compensation
$1,940,860
Reported indirect compensation
$126,419
Total reported compensation
$2,067,279
Filings
9
Plan sponsors
8
Plans
9
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

Plan sponsors reporting the most compensation to Jefferies LLC
SponsorStatePlansReported compensation
International Business Machines CorporationNY1$1,350,329
Constellation Energy Generation LLCPA2$560,402
Dominion Energy, Inc.VA1$92,291
Trustees Of The University Of PaPA1$30,129
Massachusetts Institute Of TechnologyMA1$11,582
Pvh Corp.NJ1$9,917
Dominion Energy, Inc.VA1$7,296
Causeway Capital Management LLCMO1$5,333

State footprint

Plans reporting Jefferies LLC are sponsored in PA (3), VA (2), MA (1), MO (1), NJ (1), NY (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
International Business Machines CorporationIbm Personal Pension Plan2023$1,350,329not reported in the loaded dataset
Constellation Energy Generation LLCConstellation Retirement Program2023$485,317not reported in the loaded dataset
Dominion Energy, Inc.Dominion Energy, Inc. Defined Benefit Master Trust2023$0$92,291
Constellation Energy Generation LLCConstellation Employee Pension Plan2023$75,085not reported in the loaded dataset
Trustees Of The University Of PaUphs Rap Pool2023$30,129not reported in the loaded dataset
Massachusetts Institute Of TechnologyMassachusetts Institute Of Technology Basic Retirement Plan2023$0$11,582
Pvh Corp.Pvh Corp Pension Master Trust2023$0$9,917
Dominion Energy, Inc.Dominion Energy Retiree Health And Welfare Plan2023$0$7,296
Causeway Capital Management LLCCauseway International Opportunities Group Trust2023$0$5,333

Related Form 5500 pages