Jp Morgan Investment Management 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, Jp Morgan Investment Management Inc is reported as a service provider on 67 loaded Form 5500 filing(s) across 63 plan sponsor(s) and 67 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $39,062,658 and reported indirect compensation totals $1,177,624.
Reported compensation summary
- Reported direct compensation
- $39,062,658
- Reported indirect compensation
- $1,177,624
- Total reported compensation
- $40,240,282
- Filings
- 67
- Plan sponsors
- 63
- Plans
- 67
- 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 |
|---|---|---|---|
| The Boeing Co. And Consolidated Subsidiaries | WA | 1 | $3,612,707 |
| Southern Company Services, Inc. | GA | 1 | $3,524,232 |
| Caterpillar Inc. | TX | 1 | $2,563,195 |
| Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund | NY | 1 | $2,521,229 |
| Lumen Technologies, Inc. | LA | 1 | $2,454,502 |
| L3harris Technologies, Inc. | FL | 1 | $2,122,205 |
| The Kroger Co. | OH | 1 | $1,613,425 |
| The Dow Chemical Company | MI | 1 | $1,376,881 |
| Bridgestone Americas, Inc. | TN | 1 | $1,324,561 |
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | WA | 1 | $1,177,624 |
State footprint
Plans reporting Jp Morgan Investment Management Inc are sponsored in NY (10), IL (8), TX (6), OH (5), CA (5), MD (4), TN (3), MI (3), WI (3), GA (2), WA (2), MN (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $3,612,707 | not reported in the loaded dataset |
| Southern Company Services, Inc. | The Southern Company Pension Plan | 2023 | $3,524,232 | $0 |
| Caterpillar Inc. | Caterpillar Inc. Investment Trust | 2023 | $2,563,195 | not reported in the loaded dataset |
| Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund | The Legacy Plan Of The Unite Here Retirement Fund | 2023 | $2,521,229 | $0 |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Benefit Master Trust | 2023 | $2,454,502 | not reported in the loaded dataset |
| L3harris Technologies, Inc. | L3harris Pension Master Trust | 2023 | $2,122,205 | $0 |
| The Kroger Co. | The Kroger Co. Defined Contribution Plan Master Trust | 2023 | $1,613,425 | $0 |
| The Dow Chemical Company | Dow Retirement Group Trust - Us Large Cap Equity | 2023 | $1,376,881 | not reported in the loaded dataset |
| Bridgestone Americas, Inc. | Bridgestone Americas, Inc. Master Pension Trust | 2023 | $1,324,561 | not reported in the loaded dataset |
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | Western Conference Of Teamsters Pension Plan | 2023 | $0 | $1,177,624 |
| Zurich American Insurance Company | Zurich American Insurance Company Retirement Account Plan | 2023 | $1,013,959 | not reported in the loaded dataset |
| American Honda Motor Company, Inc. | American Honda Master Trust | 2023 | $1,012,906 | not reported in the loaded dataset |
| Ford Motor Company | Ford Motor Company Trust Fund Private Equity | 2023 | $821,141 | $0 |
| Trustees Of Central States, Se And Sw Areas Pension Fund | Central States, Southeast & Southwest Areas Pension Plan | 2023 | $784,722 | not reported in the loaded dataset |
| Schlumberger Limited | Schlumberger Master Pension Trust | 2023 | $759,138 | $0 |
| Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan | Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan | 2023 | $735,195 | not reported in the loaded dataset |
| Ut-Battelle, LLC | Pension Plan For Employees At Ornl | 2023 | $726,908 | not reported in the loaded dataset |
| Target Corporation | Target Corporation Pension Plan | 2023 | $723,019 | not reported in the loaded dataset |
| Eli Lilly And Company | The Lilly Retirement Plan Master Trust | 2023 | $679,932 | not reported in the loaded dataset |
| Philips North America LLC | Philips North America Master Retirement Trust | 2023 | $659,863 | $0 |
| Pension Committee Of Mlb Players Benefit Plan | Major League Baseball Players Pension Plan | 2023 | $602,489 | $0 |
| Board Of Trustees Mason Tenders District Council Pension Fund | Mason Tenders' District Council Pension Fund | 2023 | $530,283 | not reported in the loaded dataset |
| American Express Company And Its Participating Subsidiaries | American Express Retirement Savings Plan | 2023 | $519,348 | not reported in the loaded dataset |
| Teamsters Joint Council No. 83 Of Virginia Pension Fund | Teamsters Joint Council No. 83 Of Virginia Pension Fund | 2023 | $512,073 | $0 |
| Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees | Sprinkler Industry Supplemental Pension Fund | 2023 | $490,407 | not reported in the loaded dataset |
| Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension | Retail Food Employers & Ufcw Local 711 Pension | 2023 | $457,886 | not reported in the loaded dataset |
| Treasurers & Ticket Sellers Local 751 Pension Fund Bd Of Trustees | Treasurers And Ticket Sellers Local 751 Pension Fund | 2023 | $424,591 | $0 |
| Exelon Corporation | Exelon Corp Pension Master Trust- Ecrp Hdg | 2023 | $415,736 | not reported in the loaded dataset |
| Board Of Trustees Of Hawaii Longshore Pension Plan | Hawaii Longshore Pension Plan | 2023 | $415,544 | not reported in the loaded dataset |
| Trustees Of Minneapolis Retail Meat Cutters And Food Handlers Pension | Minneapolis Retail Meat Cutters And Food Handlers Pension Fund | 2023 | $389,267 | not reported in the loaded dataset |
| Board Of Trustees, Ufcw No. California Employers Joint Pension Plan | Ufcw No. Califiornia Employers Joint Pension Plan | 2023 | $368,445 | not reported in the loaded dataset |
| Walmart Inc. | Walmart 401(K) Plan | 2023 | $358,880 | not reported in the loaded dataset |
| Chevron Corporation | Chevron Master Pension Trust | 2023 | $356,727 | not reported in the loaded dataset |
| Umwa 1974 Pension Trust Board Of Trustees | United Mine Workers Of America 1974 Pension Plan | 2023 | $303,553 | not reported in the loaded dataset |
| Honeywell International Inc | Honeywell Savings And Ownership Plan Master Trust | 2023 | $288,194 | not reported in the loaded dataset |
| Ironworkers National Pension Plan Board Of Trustees | Ironworkers National Pension Plan | 2023 | $258,152 | $0 |
| Ford Motor Company | Ford Motor Company Trust Fund Real Estate | 2023 | $251,637 | $0 |
| Board Of Trustees Boilermakers National Annuity | Boilermakers National Annuity Trust | 2023 | $239,098 | not reported in the loaded dataset |
| Suncor Energy (U.S.A.) Inc. | Suncor Energy Us Pension Plan | 2023 | $210,241 | not reported in the loaded dataset |
| At&T Inc. | At&T Savings Group Investment Trust | 2023 | $201,000 | not reported in the loaded dataset |
| Board Of Trustees Local 580 Insurance Fund | Local 580 Insurance Fund | 2023 | $194,686 | not reported in the loaded dataset |
| Cottage Health | Cottage Health Pension Plan | 2023 | $183,569 | not reported in the loaded dataset |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $176,157 | not reported in the loaded dataset |
| Pen Tr Nu Employees Peerless Importers Inc And Affiliates | Pension Trust For The Non Union Employees Of Peerless Importers Inc And The Affiliates Of Peerless Importers Inc | 2023 | $175,000 | not reported in the loaded dataset |
| Medstar Health, Inc. | Medstar Health Inc. And Affiliates Retirement Master Trust | 2023 | $141,200 | not reported in the loaded dataset |
| Wec Energy Group, Inc. | Wec Energy Group Master Retirement Trust | 2023 | $139,042 | not reported in the loaded dataset |
| Board Of Trustees-New York State Nurses Association Pension Plan | New York State Nurses Association Pension Plan | 2023 | $131,612 | not reported in the loaded dataset |
| Board Of Trustees - Pension Fund Local 764 | Pension Fund Of Wardrobe Attendants Union Local 764 | 2023 | $131,462 | not reported in the loaded dataset |
| United Airlines, Inc. | Ua Return Seeking Account | 2023 | $119,322 | not reported in the loaded dataset |
| United Airlines, Inc. | Continental Airlines, Inc. Pension Master Trust | 2023 | $119,322 | not reported in the loaded dataset |
Related Form 5500 pages
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- The Southern Company Pension Plan (plan 001)
- Southern Company Services, Inc. — all reported plans
- Caterpillar Inc. Investment Trust (plan 032)
- Caterpillar Inc. — all reported plans
- The Legacy Plan Of The Unite Here Retirement Fund (plan 001)
- Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund — all reported plans
- Centurylink, Inc. Defined Benefit Master Trust (plan 014)
- Lumen Technologies, Inc. — all reported plans
- L3harris Pension Master Trust (plan 300)
- L3harris Technologies, Inc. — all reported plans
- The Kroger Co. Defined Contribution Plan Master Trust (plan 009)
- The Kroger Co. — all reported plans
- Dow Retirement Group Trust - Us Large Cap Equity (plan 019)
- The Dow Chemical Company — all reported plans
- Bridgestone Americas, Inc. Master Pension Trust (plan 001)
- Bridgestone Americas, Inc. — all reported plans
- Western Conference Of Teamsters Pension Plan (plan 001)
- Western Conference Of Teamsters Pension Trust Fund Board Of Trustees — all reported plans
- Zurich American Insurance Company Retirement Account Plan (plan 001)
- Zurich American Insurance Company — all reported plans
- American Honda Master Trust (plan 001)
- American Honda Motor Company, Inc. — all reported plans
- Ford Motor Company Trust Fund Private Equity (plan 108)
- Ford Motor Company — all reported plans
- Central States, Southeast & Southwest Areas Pension Plan (plan 001)
- Trustees Of Central States, Se And Sw Areas Pension Fund — all reported plans
- Schlumberger Master Pension Trust (plan 001)
- Schlumberger Limited — all reported plans
- Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan (plan 001)
- Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan — all reported plans
- Pension Plan For Employees At Ornl (plan 001)
- Ut-Battelle, LLC — all reported plans
- Target Corporation Pension Plan (plan 001)
- Target Corporation — all reported plans
- The Lilly Retirement Plan Master Trust (plan 030)
- Eli Lilly And Company — all reported plans
- Philips North America Master Retirement Trust (plan 999)
- Philips North America LLC — all reported plans
- Major League Baseball Players Pension Plan (plan 001)
- Pension Committee Of Mlb Players Benefit Plan — all reported plans
- Mason Tenders' District Council Pension Fund (plan 074)
- Board Of Trustees Mason Tenders District Council Pension Fund — all reported plans
- American Express Retirement Savings Plan (plan 002)
- American Express Company And Its Participating Subsidiaries — all reported plans
- Teamsters Joint Council No. 83 Of Virginia Pension Fund (plan 001)
- Teamsters Joint Council No. 83 Of Virginia Pension Fund — all reported plans
- Sprinkler Industry Supplemental Pension Fund (plan 001)
- Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources