Mercer Investments LLC — 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 Investments LLC is reported as a service provider on 295 loaded Form 5500 filing(s) across 236 plan sponsor(s) and 290 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $47,912,654 and reported indirect compensation totals $2,494,916.
Reported compensation summary
- Reported direct compensation
- $47,912,654
- Reported indirect compensation
- $2,494,916
- Total reported compensation
- $50,407,570
- Filings
- 295
- Plan sponsors
- 236
- Plans
- 290
- 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 |
|---|---|---|---|
| Riverside Managment Services, Inc | VA | 1 | $1,984,014 |
| Novelis Corporation | GA | 4 | $1,817,886 |
| Westinghouse Electric Company LLC | PA | 3 | $1,324,311 |
| Indianapolis Power & Light Company | IN | 1 | $1,259,417 |
| Sandvik, Inc. | NC | 1 | $1,041,297 |
| Ucor LLC | TN | 1 | $998,015 |
| Logan Aluminum Inc. | KY | 1 | $965,666 |
| Pbf Holding Company LLC | NJ | 1 | $921,718 |
| Mccormick & Company, Inc. | MD | 2 | $901,786 |
| The Lane Construction Corporation | NC | 1 | $869,321 |
State footprint
Plans reporting Mercer Investments LLC are sponsored in TX (29), NY (24), CA (23), PA (20), VA (18), IL (16), GA (15), MA (11), MN (10), IN (10), FL (9), MI (9).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Riverside Managment Services, Inc | Riverside Health System Retirement Income Plan | 2023 | $947,642 | $1,036,372 |
| Novelis Corporation | Novelis Pension Plan | 2023 | $1,496,324 | $0 |
| Westinghouse Electric Company LLC | Westinghouse Electric Company Pension Plan | 2023 | $1,302,837 | $0 |
| Indianapolis Power & Light Company | Employees' Retirement Plan Of Indianapolis Power & Light Company | 2023 | $1,065,434 | $193,983 |
| Sandvik, Inc. | Sandvik Pension Plan | 2023 | $941,294 | $100,003 |
| Ucor LLC | Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered Employees | 2023 | $998,015 | $0 |
| Logan Aluminum Inc. | Logan Aluminum Pension Plan | 2023 | $965,666 | $0 |
| Pbf Holding Company LLC | Pbf Energy Pension Plan | 2023 | $921,718 | $0 |
| The Lane Construction Corporation | The Lane Construction Corporation Master Trust | 2023 | $869,321 | $0 |
| The Christ Hospital | The Christ Hospital Pension Plan Trust | 2023 | $643,860 | $169,694 |
| The Williams Companies Master Pension Trust | The Williams Companies Master Pension Trust | 2023 | $811,510 | not reported in the loaded dataset |
| Associated Press | The Associated Press Consolidated Retirement Plan | 2023 | $716,432 | $0 |
| Itg Brands, LLC | Itg Brands, LLC Retirement Allowance Plan For Hourly Rated And/Or Piecework Employees | 2023 | $684,652 | $0 |
| Mccormick & Company, Inc | Mccormick Pension Plan | 2023 | $667,604 | not reported in the loaded dataset |
| Arconic Corporation | Arconic Corp. Pension Plan A | 2023 | $630,275 | $0 |
| Mitsui & Co. (U.S.A), Inc. | Mitsui & Co. (U.S.A.), Inc. Pension Plan | 2023 | $630,169 | $0 |
| Mercer Investments, LLC | Mercer Wise Pooled Employer Plan | 2023 | $622,476 | not reported in the loaded dataset |
| Hyundai Motor America | Hyundai Motor America Pension Plan | 2023 | $619,431 | $0 |
| Massachusetts Teachers Association | Massachusetts Teachers Association Retirement Plan | 2023 | $605,158 | $0 |
| Intermountain Health Care, Inc. | Intermountain Healthcare Pension Plan | 2023 | $601,000 | not reported in the loaded dataset |
| Ensco International Incorporated | The Rowan Pension Plan | 2023 | $595,823 | not reported in the loaded dataset |
| Lexmark International, Inc. | Lexmark Retirement Growth Account Plan Master Trust | 2023 | $581,133 | not reported in the loaded dataset |
| Robert Bosch LLC | Robert Bosch LLC Master Trust Retirement Trust | 2023 | $568,547 | not reported in the loaded dataset |
| Cox Enterprises, Inc. | Cox Enterprises, Inc. Pension Plan | 2023 | $564,684 | not reported in the loaded dataset |
| Cass Information Systems, Inc. | Retirement Plan For Employees Of Cass Information Systems, Inc. | 2023 | $525,551 | $0 |
| Hussmann Corporation | Hussmann Corporation Master Pension Trust | 2023 | $519,170 | $0 |
| Tnc Us Holdings, Inc. | The Nielsen Company Retirement Plan | 2023 | $501,668 | $0 |
| The Chemours Company | Chemours Company Retirement Savings Plan | 2023 | $489,974 | not reported in the loaded dataset |
| The Dayton Power And Light Company | The Dayton Power And Light Co. Retirement Inc Plan | 2023 | $310,087 | $176,106 |
| Air Canada | Air Canada U.S. Pension Plan | 2023 | $434,208 | $26,304 |
| Fluor Marine Propulsion, LLC | Nnpp Contractor Savings Plan | 2023 | $448,446 | not reported in the loaded dataset |
| Alexion Pharmaceuticals, Inc. | Alexion 401(K) Plan | 2023 | $440,384 | not reported in the loaded dataset |
| Pixelle Specialty Solutions LLC | Pixelle Specialty Solutions LLC Retirement Plan | 2023 | $436,281 | $0 |
| Huntington Bancshares Incorporated | Huntington Bancshares Retirement Plan | 2023 | $422,985 | $0 |
| Coca-Cola Bottling Company United, Inc | Coca-Cola Bottling Company United, Inc. Retirement Plan | 2023 | $421,652 | not reported in the loaded dataset |
| Physician Affiliate Group Of New York, P.C. (Pagny) | Physician Affiliate Group Of New York Retirement Plan | 2023 | $410,767 | not reported in the loaded dataset |
| Houghton Mifflin Harcourt Publishing Company | Houghton Mifflin Retirement Plan | 2023 | $395,064 | $0 |
| Goodman Company, Lp | Goodman Co,Lp Fayetteville Bargunit Pension Plan | 2023 | $390,349 | not reported in the loaded dataset |
| California Institute Of Technology | Caltech Base Retirement Plan | 2023 | $361,531 | not reported in the loaded dataset |
| Capital One Financial Corporation | Capital One Financial Corporation Cash Balance Pension Plan | 2023 | $347,276 | $0 |
| Societe Generale | Sg Pension Plan | 2023 | $336,964 | $0 |
| Hussmann Corporation | Hussmann Pension Plan For Certain Active And Inactive Employees | 2023 | $335,570 | $0 |
| The Charles Stark Draper Laboratory, Inc. | Retirement Plan For Employees Of The Charles Stark Draper Laboratory, Inc. | 2023 | $278,533 | $56,452 |
| Rockwell Automation, Inc. | Rockwell Automation Pension Plan | 2023 | $333,311 | not reported in the loaded dataset |
| Mercedes-Benz Usa, LLC | Mercedes-Benz Usa, LLC Pension Plan | 2023 | $323,400 | $0 |
| Lloyds Bank Plc | The Retirement Plan For Employees Of The United States Offices Of Lloyds Bank Plc | 2023 | $314,320 | not reported in the loaded dataset |
| Oracle Corporation | Oracle Corporation 401(K) Savings And Investment Plan | 2023 | $312,276 | not reported in the loaded dataset |
| Regal Beloit America, Inc. | Regal Beloit America, Inc. Pension Plan | 2023 | $311,823 | not reported in the loaded dataset |
| Luck Stone Corporation | Luck Stone Corporation Retirement Plan And Trust | 2023 | $300,982 | $0 |
| Morgan Stanley Domestic Holdings, LLC | Morgan Stanley Employees Retirement Plan | 2023 | $289,275 | not reported in the loaded dataset |
Related Form 5500 pages
- Riverside Health System Retirement Income Plan (plan 001)
- Riverside Managment Services, Inc — all reported plans
- Novelis Pension Plan (plan 001)
- Novelis Corporation — all reported plans
- Westinghouse Electric Company Pension Plan (plan 002)
- Westinghouse Electric Company LLC — all reported plans
- Employees' Retirement Plan Of Indianapolis Power & Light Company (plan 001)
- Indianapolis Power & Light Company — all reported plans
- Sandvik Pension Plan (plan 004)
- Sandvik, Inc. — all reported plans
- Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered Employees (plan 335)
- Ucor LLC — all reported plans
- Logan Aluminum Pension Plan (plan 002)
- Logan Aluminum Inc. — all reported plans
- Pbf Energy Pension Plan (plan 001)
- Pbf Holding Company LLC — all reported plans
- The Lane Construction Corporation Master Trust (plan 004)
- The Lane Construction Corporation — all reported plans
- The Christ Hospital Pension Plan Trust (plan 001)
- The Christ Hospital — all reported plans
- The Williams Companies Master Pension Trust (plan 020)
- The Williams Companies Master Pension Trust — all reported plans
- The Associated Press Consolidated Retirement Plan (plan 003)
- Associated Press — all reported plans
- Itg Brands, LLC Retirement Allowance Plan For Hourly Rated And/Or Piecework Employees (plan 004)
- Itg Brands, LLC — all reported plans
- Mccormick Pension Plan (plan 003)
- Mccormick & Company, Inc — all reported plans
- Arconic Corp. Pension Plan A (plan 003)
- Arconic Corporation — all reported plans
- Mitsui & Co. (U.S.A.), Inc. Pension Plan (plan 001)
- Mitsui & Co. (U.S.A), Inc. — all reported plans
- Mercer Wise Pooled Employer Plan (plan 001)
- Mercer Investments, LLC — all reported plans
- Hyundai Motor America Pension Plan (plan 002)
- Hyundai Motor America — all reported plans
- Massachusetts Teachers Association Retirement Plan (plan 001)
- Massachusetts Teachers Association — all reported plans
- Intermountain Healthcare Pension Plan (plan 001)
- Intermountain Health Care, Inc. — all reported plans
- The Rowan Pension Plan (plan 003)
- Ensco International Incorporated — all reported plans
- Lexmark Retirement Growth Account Plan Master Trust (plan 004)
- Lexmark International, Inc. — all reported plans
- Robert Bosch LLC Master Trust Retirement Trust (plan 100)
- Robert Bosch LLC — all reported plans
- Cox Enterprises, Inc. Pension Plan (plan 001)
- Cox Enterprises, Inc. — all reported plans
- Retirement Plan For Employees Of Cass Information Systems, Inc. (plan 001)
- Cass Information Systems, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources