Jp Morgan Securities — 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 Securities is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $443,942 and reported indirect compensation totals $101,229.
Reported compensation summary
- Reported direct compensation
- $443,942
- Reported indirect compensation
- $101,229
- Total reported compensation
- $545,171
- Filings
- 9
- Plan sponsors
- 9
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| R.W. Sidley, Inc. | OH | 1 | $131,362 |
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | WA | 1 | $129,918 |
| United States Metal Powders, Inc | PA | 1 | $93,301 |
| Tri Holdco, Inc. | CA | 1 | $54,474 |
| National Rural Electric Cooperative Association | VA | 1 | $49,760 |
| The Ohio Art Company | OH | 1 | $34,887 |
| Fiera Capital Inc. | NY | 1 | $25,356 |
| Causeway Capital Management LLC | CA | 1 | $18,871 |
| Causeway Capital Management LLC | CA | 1 | $7,242 |
State footprint
Plans reporting Jp Morgan Securities are sponsored in CA (3), OH (2), NY (1), PA (1), VA (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| R.W. Sidley, Inc. | R. W. Sidley, Inc. Employees' Retirement Plan | 2023 | $131,362 | not reported in the loaded dataset |
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | Western Conference Of Teamsters Pension Plan | 2023 | $129,918 | not reported in the loaded dataset |
| United States Metal Powders, Inc | Pension Plan For Employees Of United States Metal Powders Inc | 2023 | $93,301 | $0 |
| Tri Holdco, Inc. | Tri Holdco, Inc. Employee Stock Ownership Plan | 2023 | $54,474 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | 401(K) Pension Plan | 2023 | $0 | $49,760 |
| The Ohio Art Company | The Ohio Art Company Employees' Retirement Income Plan | 2023 | $34,887 | not reported in the loaded dataset |
| Fiera Capital Inc. | International Equity Long-Only Fund Lp | 2023 | $0 | $25,356 |
| Causeway Capital Management LLC | Causeway Multi-Fund LLC - International Value Institutional Series | 2023 | $0 | $18,871 |
| Causeway Capital Management LLC | Causeway Multi-Fund LLC - International Value Institutional Series B | 2023 | $0 | $7,242 |
Related Form 5500 pages
- R. W. Sidley, Inc. Employees' Retirement Plan (plan 001)
- R.W. Sidley, 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
- Pension Plan For Employees Of United States Metal Powders Inc (plan 009)
- United States Metal Powders, Inc — all reported plans
- Tri Holdco, Inc. Employee Stock Ownership Plan (plan 002)
- Tri Holdco, Inc. — all reported plans
- 401(K) Pension Plan (plan 444)
- National Rural Electric Cooperative Association — all reported plans
- The Ohio Art Company Employees' Retirement Income Plan (plan 002)
- The Ohio Art Company — all reported plans
- International Equity Long-Only Fund Lp (plan 002)
- Fiera Capital Inc. — all reported plans
- Causeway Multi-Fund LLC - International Value Institutional Series (plan 001)
- Causeway Capital Management LLC — all reported plans
- Causeway Multi-Fund LLC - International Value Institutional Series B (plan 001)
- Causeway Capital Management LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources