Jp Morgan Asset 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, Jp Morgan Asset Management is reported as a service provider on 20 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $16,357,459 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $16,357,459
- Reported indirect compensation
- $0
- Total reported compensation
- $16,357,459
- Filings
- 20
- Plan sponsors
- 18
- Plans
- 20
- 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 |
|---|---|---|---|
| Berkshire Hathaway Energy Company | IA | 2 | $12,599,340 |
| Nextera Energy, Inc. | FL | 1 | $1,292,256 |
| Alliance Coal, LLC | OK | 1 | $437,752 |
| Factory Mutual Insurance Company | RI | 1 | $385,369 |
| Board Of Trustees, Desert States Employers & Ufcw | AZ | 1 | $292,457 |
| Allete, Inc. & Affiliated Companies | MN | 1 | $220,603 |
| Operating Engineers Local 428 Pension Trust | AZ | 2 | $213,176 |
| Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare | IL | 1 | $174,999 |
| Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees | OR | 1 | $165,690 |
| Savannah River Nuclear Solutions | SC | 1 | $143,184 |
State footprint
Plans reporting Jp Morgan Asset Management are sponsored in AZ (4), FL (2), IA (2), IL (1), MD (1), MN (1), OK (1), OR (1), PA (1), RI (1), SC (1), AL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Berkshire Hathaway Energy Company | Bhe Master Retirement Trust - Jpm Multas Div Fd | 2023 | $12,371,230 | not reported in the loaded dataset |
| Nextera Energy, Inc. | Nextera Energy, Inc. Employee Pension Plan | 2023 | $1,292,256 | not reported in the loaded dataset |
| Alliance Coal, LLC | Alliance Coal, LLC & Aff. Pension Plan For Coal Employees | 2023 | $437,752 | not reported in the loaded dataset |
| Factory Mutual Insurance Company | Factory Mutual Insurance Company Pension Plan | 2023 | $385,369 | $0 |
| Board Of Trustees, Desert States Employers & Ufcw | Desert States Employers & Ufcw Unions Pension Plan | 2023 | $292,457 | not reported in the loaded dataset |
| Berkshire Hathaway Energy Company | Bhe Master Retirement Trust - Jpm Core Fi Mtu | 2023 | $228,110 | not reported in the loaded dataset |
| Allete, Inc. & Affiliated Companies | Allete And Affiliated Companies Master Pension Trust | 2023 | $220,603 | not reported in the loaded dataset |
| Operating Engineers Local 428 Annuity Trust Fund | Operating Engineers Local 428 Annuity Trust Fund | 2023 | $197,510 | not reported in the loaded dataset |
| Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare | Local Union No. 9 I.B.E.W. And Outside Contractors Health & Welfare | 2023 | $174,999 | not reported in the loaded dataset |
| Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees | Pension Plan Of The Employers-Shopmen'S Local 516 Pension Trust | 2023 | $165,690 | not reported in the loaded dataset |
| Savannah River Nuclear Solutions | Savannah River Nuclear Solutions, LLC Master Trust | 2023 | $143,184 | not reported in the loaded dataset |
| Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund | I.B.E.W. Local Union No. 90 Pension Fund | 2023 | $127,062 | not reported in the loaded dataset |
| Herc Rentals Inc. | Herc Rentals Pension Plan | 2023 | $109,157 | not reported in the loaded dataset |
| B Of T Ibew Local 640 Chapter Neca Db Pension Plan | Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan | 2023 | $69,616 | not reported in the loaded dataset |
| A.F.Of L.-A.G.C. Building Trades Pension | A.F.Of L.-A.G.C. Building Trades Pension Plan | 2023 | $69,597 | not reported in the loaded dataset |
| Citgo Petroleum Corporation | Citgo Petroleum Corporation Defined Benefit Master Trust | 2023 | $46,323 | not reported in the loaded dataset |
| Operating Engineers Local 428 Pension Trust | Operating Engineers Local 428 Pension Trust | 2023 | $15,666 | not reported in the loaded dataset |
| Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension | Milk Drivers And Dairy Employees Local 246 Pension Fund | 2023 | $9,081 | not reported in the loaded dataset |
| Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund | Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan | 2023 | $1,797 | not reported in the loaded dataset |
| D & H Corporate Group Inc. | D & H Employee Stock Ownership Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Bhe Master Retirement Trust - Jpm Multas Div Fd (plan 033)
- Berkshire Hathaway Energy Company — all reported plans
- Nextera Energy, Inc. Employee Pension Plan (plan 001)
- Nextera Energy, Inc. — all reported plans
- Alliance Coal, LLC & Aff. Pension Plan For Coal Employees (plan 002)
- Alliance Coal, LLC — all reported plans
- Factory Mutual Insurance Company Pension Plan (plan 001)
- Factory Mutual Insurance Company — all reported plans
- Desert States Employers & Ufcw Unions Pension Plan (plan 001)
- Board Of Trustees, Desert States Employers & Ufcw — all reported plans
- Bhe Master Retirement Trust - Jpm Core Fi Mtu (plan 030)
- Allete And Affiliated Companies Master Pension Trust (plan 004)
- Allete, Inc. & Affiliated Companies — all reported plans
- Operating Engineers Local 428 Annuity Trust Fund (plan 002)
- Operating Engineers Local 428 Annuity Trust Fund — all reported plans
- Local Union No. 9 I.B.E.W. And Outside Contractors Health & Welfare (plan 501)
- Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare — all reported plans
- Pension Plan Of The Employers-Shopmen'S Local 516 Pension Trust (plan 001)
- Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees — all reported plans
- Savannah River Nuclear Solutions, LLC Master Trust (plan 333)
- Savannah River Nuclear Solutions — all reported plans
- I.B.E.W. Local Union No. 90 Pension Fund (plan 001)
- Joint Board Of Trustees I.B.E.W. Local 90 Pension Fund — all reported plans
- Herc Rentals Pension Plan (plan 001)
- Herc Rentals Inc. — all reported plans
- Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan (plan 001)
- B Of T Ibew Local 640 Chapter Neca Db Pension Plan — all reported plans
- A.F.Of L.-A.G.C. Building Trades Pension Plan (plan 001)
- A.F.Of L.-A.G.C. Building Trades Pension — all reported plans
- Citgo Petroleum Corporation Defined Benefit Master Trust (plan 007)
- Citgo Petroleum Corporation — all reported plans
- Operating Engineers Local 428 Pension Trust (plan 001)
- Milk Drivers And Dairy Employees Local 246 Pension Fund (plan 001)
- Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension — all reported plans
- Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan (plan 001)
- Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund — all reported plans
- D & H Employee Stock Ownership Plan (plan 002)
- D & H Corporate Group Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources