Merrill Lynch — 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, Merrill Lynch is reported as a service provider on 406 loaded Form 5500 filing(s) across 393 plan sponsor(s) and 406 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $23,337,951 and reported indirect compensation totals $1,355,567.
Reported compensation summary
- Reported direct compensation
- $23,337,951
- Reported indirect compensation
- $1,355,567
- Total reported compensation
- $24,693,518
- Filings
- 406
- Plan sponsors
- 393
- Plans
- 406
- 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 |
|---|---|---|---|
| United Food & Commercial Workers Union Local 880 - Retail Food | OH | 1 | $1,559,803 |
| Board Of Trustees Of United Teamster Pension Fund A | NY | 1 | $1,171,181 |
| United Food & Commercial Workers Union - Employer Pension Fund | OH | 1 | $1,044,072 |
| Pavers & Road Builders Dc Pension | NY | 1 | $1,010,575 |
| Kyocera International, Inc. | CA | 1 | $660,761 |
| Local 360 Labor-Management Pension Fund | NJ | 1 | $599,269 |
| Board Of Trustees Plumbers & Steamfitters 577 Pension Plan | KY | 1 | $383,438 |
| American Society Of Composers, Authors And Publishers | NY | 1 | $382,888 |
| Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A. | NY | 1 | $379,595 |
| Kirby Corporation | TX | 1 | $374,640 |
State footprint
Plans reporting Merrill Lynch are sponsored in NY (61), CA (36), FL (35), IL (26), TX (24), GA (22), OH (20), MI (20), PA (14), NJ (13), NC (11), MA (9).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Food & Commercial Workers Union Local 880 - Retail Food | United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund | 2023 | $1,533,845 | $25,958 |
| Board Of Trustees Of United Teamster Pension Fund A | United Teamster Pension Fund A | 2023 | $1,171,181 | not reported in the loaded dataset |
| United Food & Commercial Workers Union - Employer Pension Fund | United Food & Commercial Workers Union - Employer Pension Fund | 2023 | $1,026,084 | $17,988 |
| Pavers & Road Builders Dc Pension | Pavers & Road Builders Dc Pension Fund | 2023 | $1,010,575 | not reported in the loaded dataset |
| Kyocera International, Inc. | Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies | 2023 | $660,761 | $0 |
| Local 360 Labor-Management Pension Fund | Local 360 Labor-Management Pension Fund | 2023 | $599,269 | $0 |
| Board Of Trustees Plumbers & Steamfitters 577 Pension Plan | Plumbers & Steamfitters Local 577 Pension Plan | 2023 | $383,438 | not reported in the loaded dataset |
| American Society Of Composers, Authors And Publishers | American Society Of Composers, Authors And Publishers Employees' Pension Plan | 2023 | $382,888 | $0 |
| Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A. | I.A.T.S.E. Staff Retirement Fund | 2023 | $379,595 | $0 |
| Kirby Corporation | Kirby 401k Plan | 2023 | $374,640 | $0 |
| Diebold Nixdorf, Incorporated | Diebold, Incorporated 401(K) Savings Plan | 2023 | $372,578 | $0 |
| United Food & Commercial Workers Union Employer Health & Welfare Fu | United Food & Commercial Workers Union Employer Health & Welfare Fund | 2023 | $333,332 | $2,795 |
| Crestron Electronics, Inc | Crestron Electronics Inc. Retirement Plan | 2023 | $296,929 | not reported in the loaded dataset |
| Local 445 Pension Fund | Pension Fund Local 445 | 2023 | $292,833 | not reported in the loaded dataset |
| First Financial Bancorp | First Financial Bancorp Employees' Pension Plan And Trust | 2023 | $248,973 | not reported in the loaded dataset |
| Beiersdorf, Inc. | Beiersdorf, Inc. Cash Balance Retirement Plan | 2023 | $247,075 | not reported in the loaded dataset |
| Sisecam Chemicals Resources LLC | Sisecam Us Pension Plan | 2023 | $245,000 | not reported in the loaded dataset |
| Hawaiian Electric Industries, Inc. | Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries | 2023 | $237,041 | not reported in the loaded dataset |
| Board Of Trustees Local 456 Annuity Fund | Teamsters Local 456 Annuity Fund | 2023 | $231,319 | not reported in the loaded dataset |
| Board Of Trustees Local 456 Pension Fund | Westchester Teamsters Local 456 Pension Fund | 2023 | $226,747 | not reported in the loaded dataset |
| Bd Of Trustees Of The Pension Fund Of Stage Employees Local 4 Iatse | Pension Fund Of Stage Employees Local 4 Iatse | 2023 | $187,966 | $0 |
| Baton Rouge Water Works Company | Consolidated Ret Plan Of The Brwwco & Lawco | 2023 | $175,179 | $0 |
| Law Enforcement Health Benefits, Inc. | Law Enforcement Health Benefits, Inc. | 2023 | $172,079 | $0 |
| Board Of Trustees Iron Workers Local 401 Annuity Fund | Iron Workers Local 401 Annuity Fund | 2023 | $163,879 | not reported in the loaded dataset |
| Gastro Health, LLC | Gastro Health 401(K) Retirement Plan | 2023 | $159,964 | $0 |
| Wilmington Health, Pllc | Wilmington Health, Pllc Retirement Plan | 2023 | $158,335 | not reported in the loaded dataset |
| Worldquant, LLC | Worldquant, LLC 401(K) Savings And Retirement Plan | 2023 | $153,681 | not reported in the loaded dataset |
| Renfro Corporation | Pension Plan Of Renfro Corporation | 2023 | $137,033 | $2,773 |
| Acuity Brands, Inc. | Acuity Brands, Inc. Pension Plan | 2023 | $134,752 | $0 |
| Noranda Finance Holdings LLC | Noranda Finance Holdings, Inc. Us Employees Retirement Plan | 2023 | $132,277 | not reported in the loaded dataset |
| Board Of Trustees Local 456 Municipal Welfare Fund | Teamsters Local 456 Municipal Employees Welfare Fund | 2023 | $125,578 | not reported in the loaded dataset |
| Live Nation Entertainment, Inc. | Live Nation Entertainment, Inc. 401(K) Savings Plan | 2023 | $125,000 | not reported in the loaded dataset |
| Myriad Genetics, Inc. | Myriad Genetics, Inc. 401(K) Profit Sharing Plan | 2023 | $125,000 | not reported in the loaded dataset |
| Leupold & Stevens Inc. | Leupold & Stevens Employees' Pension Plan | 2023 | $122,369 | $0 |
| Acuity Brands, Inc. | Acuity Brands, Inc. Legacy Pension Plan | 2023 | $115,589 | $0 |
| New York State United Teachers | Nysut Retiree Veba Health Fund | 2023 | $113,367 | not reported in the loaded dataset |
| Us Radiology Specialists, Inc. | Us Radiology Physician Practice 401(K) Retirement Plan | 2023 | $111,168 | not reported in the loaded dataset |
| Board Of Trustees Of Operating Engineers Local 965 Health Benefit Plan | Operating Engineers Local 965 Health Benefit Plan | 2023 | $110,121 | $0 |
| Plumbers & Pipefitters Local 760 Savings And Investment Plan | Plumbers & Pipefitters Local 760 Savings And Investment Plan | 2023 | $108,805 | $0 |
| Credence Management Solutions LLC | Credence Management Solutions 401(K) Profit Sharing Plan | 2023 | $0 | $107,188 |
| Allen & Overy Llp | Allen & Overy 401(K) Profit Sharing Plan | 2023 | $105,276 | not reported in the loaded dataset |
| Pavers & Road Builders Dc Annuity Fund | Pavers & Road Builders Dc Annuity Fund | 2023 | $102,500 | not reported in the loaded dataset |
| Beachfleischman Pllc | Beachfleischman, Pllc 401(K) Plan | 2023 | $101,906 | not reported in the loaded dataset |
| Redners Markets, Inc. | Redner'S Employees Profit Sharing And Stock Ownership Plan | 2023 | $100,723 | not reported in the loaded dataset |
| Adtran, Inc | Adtran, Inc. 401(K) Retirement Plan | 2023 | $100,000 | not reported in the loaded dataset |
| Northwood Health Systems Inc. | Northwood Health Systems Inc. 403(B) Plan | 2023 | $0 | $98,429 |
| Gerdau Ameristeel Us Inc. | Gerdau Ameristeel Us 401(K) Retirement Plan | 2023 | $94,563 | not reported in the loaded dataset |
| Spartannash Company | Spartannash Company Savings Plus Plan | 2023 | $92,308 | not reported in the loaded dataset |
| University Of Michigan Health-West | Metro Health 403(B) Retirement Savings Plan | 2023 | $92,186 | $64 |
| Board Of Trustees Local 60 Pension Fund | Westchester Heavy Construction Laborers Local 60 Pension Fund | 2023 | $90,000 | not reported in the loaded dataset |
Related Form 5500 pages
- United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund (plan 001)
- United Food & Commercial Workers Union Local 880 - Retail Food — all reported plans
- United Teamster Pension Fund A (plan 002)
- Board Of Trustees Of United Teamster Pension Fund A — all reported plans
- United Food & Commercial Workers Union - Employer Pension Fund (plan 001)
- United Food & Commercial Workers Union - Employer Pension Fund — all reported plans
- Pavers & Road Builders Dc Pension Fund (plan 074)
- Pavers & Road Builders Dc Pension — all reported plans
- Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies (plan 001)
- Kyocera International, Inc. — all reported plans
- Local 360 Labor-Management Pension Fund (plan 001)
- Local 360 Labor-Management Pension Fund — all reported plans
- Plumbers & Steamfitters Local 577 Pension Plan (plan 001)
- Board Of Trustees Plumbers & Steamfitters 577 Pension Plan — all reported plans
- American Society Of Composers, Authors And Publishers Employees' Pension Plan (plan 001)
- American Society Of Composers, Authors And Publishers — all reported plans
- I.A.T.S.E. Staff Retirement Fund (plan 001)
- Int'L Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A. — all reported plans
- Kirby 401k Plan (plan 004)
- Kirby Corporation — all reported plans
- Diebold, Incorporated 401(K) Savings Plan (plan 012)
- Diebold Nixdorf, Incorporated — all reported plans
- United Food & Commercial Workers Union Employer Health & Welfare Fund (plan 501)
- United Food & Commercial Workers Union Employer Health & Welfare Fu — all reported plans
- Crestron Electronics Inc. Retirement Plan (plan 001)
- Crestron Electronics, Inc — all reported plans
- Pension Fund Local 445 (plan 001)
- Local 445 Pension Fund — all reported plans
- First Financial Bancorp Employees' Pension Plan And Trust (plan 001)
- First Financial Bancorp — all reported plans
- Beiersdorf, Inc. Cash Balance Retirement Plan (plan 001)
- Beiersdorf, Inc. — all reported plans
- Sisecam Us Pension Plan (plan 003)
- Sisecam Chemicals Resources LLC — all reported plans
- Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries (plan 001)
- Hawaiian Electric Industries, Inc. — all reported plans
- Teamsters Local 456 Annuity Fund (plan 001)
- Board Of Trustees Local 456 Annuity Fund — all reported plans
- Westchester Teamsters Local 456 Pension Fund (plan 001)
- Board Of Trustees Local 456 Pension Fund — all reported plans
- Pension Fund Of Stage Employees Local 4 Iatse (plan 001)
- Bd Of Trustees Of The Pension Fund Of Stage Employees Local 4 Iatse — all reported plans
- Consolidated Ret Plan Of The Brwwco & Lawco (plan 001)
- Baton Rouge Water Works Company — all reported plans
- Law Enforcement Health Benefits, Inc. (plan 501)
- Law Enforcement Health Benefits, Inc. — all reported plans
- Iron Workers Local 401 Annuity Fund (plan 001)
- Board Of Trustees Iron Workers Local 401 Annuity Fund — all reported plans
- Gastro Health 401(K) Retirement Plan (plan 001)
- Gastro Health, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources