Legal & General Invest Mgmt America — 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, Legal & General Invest Mgmt America 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 $2,700,731 and reported indirect compensation totals $17,870.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$2.7MDirect + indirect, across loaded filings$2,718,601
Plans served9
Plan sponsors8
Filings9
Direct vs. indirect compensation
Direct compensation$2.7M
Indirect compensation$17.9K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation47%Southern California Gas Company
Top state share of plans56%CA
Plan sponsors served8
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Legal & General Invest Mgmt America. Bars show relative scale.

  1. 1
  2. 2
    CA · 1 plan(s)
  3. 3
    TX · 1 plan(s)
  4. 4
  5. 5
    Sempra$165.1K
    CA · 1 plan(s)
  6. 6
  7. 7
  8. 8
Geographic reach

State footprint

Where Legal & General Invest Mgmt America appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CA5 plan(s)
  2. 2
    MA2 plan(s)
  3. 3
    NY1 plan(s)
  4. 4
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Legal & General Invest Mgmt America are sponsored, by plan count.

  1. 1
    San Diego, CA4 plan(s)
  2. 2
    Dublin, CA1 plan(s)
  3. 3
  4. 4
    Norwood, MA1 plan(s)
  5. 5
    New York, NY1 plan(s)
  6. 6
    Dallas, TX1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Southern California Gas Company, CA · Direct $843.8K · 2023
  2. 2
    San Diego Gas & Electric Company, CA · Direct $580.3K · 2023
  3. 3
    Southern California Gas Company, CA · Direct $438K · 2023
  4. 4
    Comerica Incorporated, TX · Direct $345.4K · 2023
  5. 5
    American Express Company And Its Participating Subsidiaries, NY · Direct $241.5K · 2023
  6. 6
    Sempra, CA · Direct $165.1K · 2023
  7. 7
    Cooperative Banks Employees Retirement Association, MA · Direct $78.3K · 2023
  8. 8
    Board Of Trustees, No. Calif. Glaziers Architectural Metal & Glas, CA · Direct $0 · Indirect $17.9K · 2023
  9. 9
    Institution For Savings In Newburyport, MA · Direct $8.3K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Legal & General Invest Mgmt America?
Public Form 5500 Schedule C filings report compensation paid to Legal & General Invest Mgmt America as a plan service provider. Across loaded filings, total reported compensation is $2,718,601.
How many plans report Legal & General Invest Mgmt America as a service provider?
Legal & General Invest Mgmt America appears on 9 loaded plan(s) across 8 sponsor(s).

Related Form 5500 pages