Lsv 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, Lsv Asset Management is reported as a service provider on 117 loaded Form 5500 filing(s) across 110 plan sponsor(s) and 115 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $44,418,107 and reported indirect compensation totals $824,368.
Reported compensation summary
- Reported direct compensation
- $44,418,107
- Reported indirect compensation
- $824,368
- Total reported compensation
- $45,242,475
- Filings
- 117
- Plan sponsors
- 110
- Plans
- 115
- 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 |
|---|---|---|---|
| National Rural Electric Cooperative Association | VA | 2 | $3,669,367 |
| Genentech, Inc. | CA | 1 | $2,149,535 |
| National Elevator Industry Pension Plan Plan Board Of Trustees | PA | 1 | $1,874,044 |
| Textron Inc. | RI | 1 | $1,568,303 |
| Firstenergy Corp. | OH | 1 | $1,517,232 |
| Xerox Corporation | CT | 2 | $1,453,765 |
| Board Of Trustees Of The Building Service 32bj Pension Fund | NY | 1 | $1,384,972 |
| Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan | IL | 1 | $1,381,139 |
| Trustees Of Central States, Se & Sw Areas Health & Welfare Fund | IL | 1 | $1,366,254 |
| Pension Committee Of Mlb Players Benefit Plan | MD | 1 | $1,177,272 |
State footprint
Plans reporting Lsv Asset Management are sponsored in IL (23), NY (19), MO (6), PA (6), CT (5), MD (5), MI (5), OH (4), CA (4), DC (4), NJ (4), TX (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| National Rural Electric Cooperative Association | Retirement Security Plan | 2023 | $2,643,461 | not reported in the loaded dataset |
| Genentech, Inc. | Roche U.S. Retirement Plans Master Trust | 2023 | $2,149,535 | not reported in the loaded dataset |
| National Elevator Industry Pension Plan Plan Board Of Trustees | National Elevator Industry Pension Plan | 2023 | $1,874,044 | not reported in the loaded dataset |
| Textron Inc. | Textron Inc. Master Trust | 2023 | $1,568,303 | not reported in the loaded dataset |
| Firstenergy Corp. | Firstenergy Corp. Master Pension Plan | 2023 | $1,517,232 | not reported in the loaded dataset |
| Board Of Trustees Of The Building Service 32bj Pension Fund | Building Service 32bj Pension Fund | 2023 | $1,384,972 | not reported in the loaded dataset |
| Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan | Electrical Contractors Assoc. Of The City Of Chgo Local Union 134, Ibew Joint Pension Trust Of Chgo Pension Plan #2 | 2023 | $1,381,139 | not reported in the loaded dataset |
| Trustees Of Central States, Se & Sw Areas Health & Welfare Fund | Central States, Southeast & Southwest Areas Health And Welfare Plan Active Plan | 2023 | $1,366,254 | not reported in the loaded dataset |
| Pension Committee Of Mlb Players Benefit Plan | Major League Baseball Players Pension Plan | 2023 | $1,177,272 | not reported in the loaded dataset |
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $1,137,722 | not reported in the loaded dataset |
| Trustees Of The Midwest Operating Engineers Pension Trust Fund | Midwest Operating Engineers Pension Trust Fund | 2023 | $1,063,257 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | 401(K) Pension Plan | 2023 | $1,025,906 | not reported in the loaded dataset |
| The Kroger Co. | The Kroger Co. Defined Contribution Plan Master Trust | 2023 | $979,599 | $0 |
| Constellation Energy Generation LLC | Constellation Pension Master Trust - Equity | 2023 | $897,535 | not reported in the loaded dataset |
| Entergy Corporation | Entergy Corp Retirement Plans Master Trust | 2023 | $781,823 | not reported in the loaded dataset |
| Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | Chicago & Vicinity Laborers' District Council Pension Plan | 2023 | $750,748 | not reported in the loaded dataset |
| Board Of Trustees Of The Building Service 32bj Health Fund | Building Service 32bj Health Fund | 2023 | $744,938 | not reported in the loaded dataset |
| Xerox Corporation | Xerox Participant Directed Pool | 2023 | $740,361 | not reported in the loaded dataset |
| National Elevator Industry Health Benefit Plan Board Of Trustees | National Elevator Industry Health Benefit Plan | 2023 | $724,518 | not reported in the loaded dataset |
| Trustees Of I.B. Of T. Union Local 710 Pension Fund | International Brotherhood Of Teamsters Union Local 710 Pension Fund | 2023 | $709,912 | not reported in the loaded dataset |
| Trustees Of Ufcw Int'L Union - Industry Pension Fund | United Food & Commercial Workers Intl Union - Industry Pension Fund | 2023 | $672,906 | not reported in the loaded dataset |
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | 1199seiu Health Care Employees Pension Fund | 2023 | not reported in the loaded dataset | $672,070 |
| Providence Health & Services | Providence Health & Services And Swedish Health Services Master Retirement Trust | 2023 | $604,373 | not reported in the loaded dataset |
| Fca Us LLC | Fca Us LLC Master Retirement Trust Balanced Pool | 2023 | $600,435 | not reported in the loaded dataset |
| Hess Corporation | Hess Corporation Employees' Pension Plan | 2023 | $597,865 | not reported in the loaded dataset |
| Board Of Trustees Of Nycdcc Pension Fund | New York District Council Of Carpenters Pension Pl | 2023 | $589,431 | not reported in the loaded dataset |
| Dupont De Nemours, Inc. | Dupont Specialty Products And Related Co. Savings Plan Master Trust | 2023 | $556,394 | $0 |
| National Roofing Industry Pension Fund Wilson-Mcshane Corporation | National Roofing Industry Pension Fund | 2023 | $529,199 | not reported in the loaded dataset |
| Board Of Trustees, Locals 302 & 612 Of The Iuoe - | Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan | 2023 | $515,320 | 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 |
| Board Of Trustees Boilermaker-Blacksmith National | Boilermaker-Blacksmith National Pension Trust | 2023 | $502,594 | not reported in the loaded dataset |
| Factory Mutual Insurance Company | Factory Mutual Insurance Company Pension Plan | 2023 | $483,884 | not reported in the loaded dataset |
| Board Of Trustees International Brotherh Electrical Workers Pension Pl | International Brotherhood Of Electrical Workers Local Union 98 Pension Plan | 2023 | $471,459 | not reported in the loaded dataset |
| Daimler Truck North America LLC | Daimler Truck N.A. LLC Master Retirement Trust | 2023 | $404,919 | not reported in the loaded dataset |
| Northern Trust Company | Crown Cork & Seal Company, Inc. Master Retirement | 2023 | $400,513 | not reported in the loaded dataset |
| Xerox Corporation | Pension Only Pool - Xerox Corp. Master Trust | 2023 | $363,554 | not reported in the loaded dataset |
| Bot Of The North Atlantic States Carpenters Pension Fund | N. Atlantic States Carp. Pension Fund | 2023 | $361,715 | not reported in the loaded dataset |
| Board Of Trustees General Building Local 66 Pension Fund | General Building Laborers' Local 66 Pension Fund | 2023 | $352,618 | not reported in the loaded dataset |
| Xerox Corporation | Pension Only Pool - Xerox Corp. Master Trust | 2023 | $349,850 | not reported in the loaded dataset |
| Board Of Trustees - Marc Pension Plan | Mid-Atlantic Regional Council Of Carpenters' Pension Plan | 2023 | $347,945 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corporation Dcrp Master Trust - Primary | 2023 | $343,095 | not reported in the loaded dataset |
| Executive Committee Of The U.F.C.W Intl Union | Ufcw Intl Union Pension Plan For Employees | 2023 | $340,911 | not reported in the loaded dataset |
| Marsh & Mclennan Companies, Inc. | Marsh & Mclennan Companies Retirement Plan | 2023 | $333,802 | $0 |
| Trustees Of Ufcw Unions & Employers Midwest Pension Fund | United Food And Commercial Workers Unions & Employers Midwest Pension Fund | 2023 | $331,263 | not reported in the loaded dataset |
| Eidp, Inc. | Corteva Agriscience Defined Contribution Plan Master Trust | 2023 | $319,930 | $0 |
| Board Of Trustees Of Carpenters Pension Fund Of Illinois | Carpenters Pension Fund Of Illinois | 2023 | $314,679 | not reported in the loaded dataset |
| Wells Fargo & Company | Wells Fargo & Company Cash Balance Plan | 2023 | $308,481 | not reported in the loaded dataset |
| Trustees Of The Plumbers Pension Fund, Local 130, U.A. | Plumbers' Pension Fund, Local 130, U.A. | 2023 | $302,757 | not reported in the loaded dataset |
| Board Of Trustees, Ufcw No. California Employers Joint Pension Plan | Ufcw No. Califiornia Employers Joint Pension Plan | 2023 | $298,834 | not reported in the loaded dataset |
| Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension | United Food And Commercial Workers Local 1546 Pension Plan | 2023 | $282,395 | not reported in the loaded dataset |
Related Form 5500 pages
- Retirement Security Plan (plan 333)
- National Rural Electric Cooperative Association — all reported plans
- Roche U.S. Retirement Plans Master Trust (plan 002)
- Genentech, Inc. — all reported plans
- National Elevator Industry Pension Plan (plan 001)
- National Elevator Industry Pension Plan Plan Board Of Trustees — all reported plans
- Textron Inc. Master Trust (plan 001)
- Textron Inc. — all reported plans
- Firstenergy Corp. Master Pension Plan (plan 001)
- Firstenergy Corp. — all reported plans
- Building Service 32bj Pension Fund (plan 001)
- Board Of Trustees Of The Building Service 32bj Pension Fund — all reported plans
- Electrical Contractors Assoc. Of The City Of Chgo Local Union 134, Ibew Joint Pension Trust Of Chgo Pension Plan #2 (plan 002)
- Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan — all reported plans
- Central States, Southeast & Southwest Areas Health And Welfare Plan Active Plan (plan 501)
- Trustees Of Central States, Se & Sw Areas Health & Welfare Fund — all reported plans
- Major League Baseball Players Pension Plan (plan 001)
- Pension Committee Of Mlb Players Benefit Plan — all reported plans
- Dominion Energy, Inc. Defined Benefit Master Trust (plan 047)
- Dominion Energy, Inc. — all reported plans
- Midwest Operating Engineers Pension Trust Fund (plan 001)
- Trustees Of The Midwest Operating Engineers Pension Trust Fund — all reported plans
- 401(K) Pension Plan (plan 444)
- The Kroger Co. Defined Contribution Plan Master Trust (plan 009)
- The Kroger Co. — all reported plans
- Constellation Pension Master Trust - Equity (plan 305)
- Constellation Energy Generation LLC — all reported plans
- Entergy Corp Retirement Plans Master Trust (plan 001)
- Entergy Corporation — all reported plans
- Chicago & Vicinity Laborers' District Council Pension Plan (plan 002)
- Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund — all reported plans
- Building Service 32bj Health Fund (plan 501)
- Board Of Trustees Of The Building Service 32bj Health Fund — all reported plans
- Xerox Participant Directed Pool (plan 016)
- Xerox Corporation — all reported plans
- National Elevator Industry Health Benefit Plan (plan 501)
- National Elevator Industry Health Benefit Plan Board Of Trustees — all reported plans
- International Brotherhood Of Teamsters Union Local 710 Pension Fund (plan 001)
- Trustees Of I.B. Of T. Union Local 710 Pension Fund — all reported plans
- United Food & Commercial Workers Intl Union - Industry Pension Fund (plan 001)
- Trustees Of Ufcw Int'L Union - Industry Pension Fund — all reported plans
- 1199seiu Health Care Employees Pension Fund (plan 001)
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund — all reported plans
- Providence Health & Services And Swedish Health Services Master Retirement Trust (plan 001)
- Providence Health & Services — all reported plans
- Fca Us LLC Master Retirement Trust Balanced Pool (plan 059)
- Fca Us LLC — all reported plans
- Hess Corporation Employees' Pension Plan (plan 333)
- Hess Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources