Mercer Investment — 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, Mercer Investment is reported as a service provider on 9 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,946,720 and reported indirect compensation totals $403,713.
Reported compensation summary
- Reported direct compensation
- $1,946,720
- Reported indirect compensation
- $403,713
- Total reported compensation
- $2,350,433
- Filings
- 9
- Plan sponsors
- 8
- Plans
- 8
- 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 |
|---|---|---|---|
| Golden State Water Company | CA | 1 | $1,065,280 |
| Clearwater Paper Corporation | WA | 1 | $622,938 |
| Great Outdoors Group, LLC | MO | 1 | $379,422 |
| The Bangor Publishing Company | ME | 1 | $82,256 |
| Blue Cross And Blue Shield Of Vermont | VT | 1 | $58,649 |
| Modern Welding Company, Inc. | KY | 1 | $54,268 |
| National Account Service Company | GA | 1 | $47,513 |
| Blue Cross And Blue Shield Of Nebraska | NE | 1 | $40,107 |
State footprint
Plans reporting Mercer Investment are sponsored in CA (1), GA (1), KY (1), ME (1), MO (1), NE (1), VT (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Golden State Water Company | Golden State Water Company Pension Plan | 2023 | $759,119 | $306,161 |
| Clearwater Paper Corporation | Clearwater Paper Corporation Retirement Plans Master Trust | 2023 | $525,386 | not reported in the loaded dataset |
| Great Outdoors Group, LLC | Bass Pro Group, LLC 401(K) Plan | 2023 | $379,422 | not reported in the loaded dataset |
| Clearwater Paper Corporation | Clearwater Paper Corporation Retirement Plans Master Trust | 2023 | $0 | $97,552 |
| The Bangor Publishing Company | The Bangor Publishing Company Pension Plan | 2023 | $82,256 | not reported in the loaded dataset |
| Blue Cross And Blue Shield Of Vermont | Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Vermont | 2023 | $58,649 | not reported in the loaded dataset |
| Modern Welding Company, Inc. | Employees' Pension Plan Of Modern Welding Company Inc. | 2023 | $54,268 | $0 |
| National Account Service Company | Non-Contributory Retirement Program For Certain Employees Of National Account Service Company | 2023 | $47,513 | not reported in the loaded dataset |
| Blue Cross And Blue Shield Of Nebraska | Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Nebraska | 2023 | $40,107 | not reported in the loaded dataset |
Related Form 5500 pages
- Golden State Water Company Pension Plan (plan 001)
- Golden State Water Company — all reported plans
- Clearwater Paper Corporation Retirement Plans Master Trust (plan 051)
- Clearwater Paper Corporation — all reported plans
- Bass Pro Group, LLC 401(K) Plan (plan 001)
- Great Outdoors Group, LLC — all reported plans
- Clearwater Paper Corporation Retirement Plans Master Trust (plan 051)
- The Bangor Publishing Company Pension Plan (plan 001)
- The Bangor Publishing Company — all reported plans
- Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Vermont (plan 001)
- Blue Cross And Blue Shield Of Vermont — all reported plans
- Employees' Pension Plan Of Modern Welding Company Inc. (plan 001)
- Modern Welding Company, Inc. — all reported plans
- Non-Contributory Retirement Program For Certain Employees Of National Account Service Company (plan 001)
- National Account Service Company — all reported plans
- Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Nebraska (plan 001)
- Blue Cross And Blue Shield Of Nebraska — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources