Plan5500

Legal & General Invst 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 Invst Mgmt America is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,389,143 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$2.4MDirect + indirect, across loaded filings$2,389,143
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$2.4M
Indirect compensationNot reported

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 compensation69%Bp Corporation North America Inc.
Top state share of plans33%AZ
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

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

  1. 1
    Bp Corporation North America Inc.$1.6M
    TX · 1 plan(s)
  2. 2
    Pinnacle West Capital Corporation$665.3K
    AZ · 1 plan(s)
  3. 3
    Nestle Usa, Inc.$77.3K
    OH · 1 plan(s)
Geographic reach

State footprint

Where Legal & General Invst 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
    AZ1 plan(s)
  2. 2
    OH1 plan(s)
  3. 3
    TX1 plan(s)
Geographic reach

City footprint

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

  1. 1
    Phoenix, AZ1 plan(s)
  2. 2
    Solon, OH1 plan(s)
  3. 3
    Houston, 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
    Bp Master Trust For Employee Pension Plans$1.6M
    Bp Corporation North America Inc., TX · Direct $1.6M · 2023
  2. 2
    Pinnacle West Capital Corporation Retirement Plan$665.3K
    Pinnacle West Capital Corporation, AZ · Direct $665.3K · 2023
  3. 3
    Nestle Retiree Medical Reimbursement Account Plan$77.3K
    Nestle Usa, Inc., OH · Direct $77.3K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Legal & General Invst Mgmt America?
Public Form 5500 Schedule C filings report compensation paid to Legal & General Invst Mgmt America as a plan service provider. Across loaded filings, total reported compensation is $2,389,143.
How many plans report Legal & General Invst Mgmt America as a service provider?
Legal & General Invst Mgmt America appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages