Metropolitan West 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, Metropolitan West Asset Management is reported as a service provider on 18 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,101,687 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$5,101,687
Reported indirect compensation
$0
Total reported compensation
$5,101,687
Filings
18
Plan sponsors
14
Plans
15
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

Plan sponsors reporting the most compensation to Metropolitan West Asset Management
SponsorStatePlansReported compensation
Bae Systems, Inc.VA1$1,104,613
Board Of Directors Producer-Writers Guild Of America Pension PlanCA1$694,247
Bd Of Trustees Sheet Metal Workers' National Pension FundVA1$635,745
Steelworkers Pension TrustPA1$525,938
Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. PlanGA1$477,265
Nxp Usa, Inc.TX1$383,239
National Fuel Gas CompanyNY1$321,338
Board Of Trustees Local No. 8 Ibew Retirement Plan & TrustOH1$296,198
Board Of Trustees Northern Cali. Pipe Trades Pension TrustCA1$239,497
Hanford Pension & Savings Plans CommitteeWA1$210,727

State footprint

Plans reporting Metropolitan West Asset Management are sponsored in VA (4), NJ (2), CA (2), OH (1), OR (1), PA (1), TX (1), WA (1), GA (1), NY (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Bae Systems, Inc.Bae Systems Employees' Retirement Plan2023$1,104,613not reported in the loaded dataset
Board Of Directors Producer-Writers Guild Of America Pension PlanProducer-Writers Guild Of America Pension Plan2023$694,247not reported in the loaded dataset
Bd Of Trustees Sheet Metal Workers' National Pension FundSheet Metal Workers' National Pension Fund2023$635,745not reported in the loaded dataset
Steelworkers Pension TrustSteelworkers Pension Trust2023$525,938$0
Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. PlanLocal 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan2023$477,265$0
Nxp Usa, Inc.Nxp 401(K) Retirement Plan2023$383,239not reported in the loaded dataset
Board Of Trustees Local No. 8 Ibew Retirement Plan & TrustLocal No. 8 Ibew Retirement Plan & Trust2023$296,198$0
Board Of Trustees Northern Cali. Pipe Trades Pension TrustNorthern California Pipe Trades Pension Plan2023$239,497$0
Hanford Pension & Savings Plans CommitteeHanford Multi-Employer Pension Plan2023$210,727not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$119,556not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$103,763not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$98,019not reported in the loaded dataset
Sanofi-Aventis Us LLCSanofi Us Group Savings Master Trust2023$95,990not reported in the loaded dataset
Board Of Trustees, Oregon Retail Employees PensionOregon Retail Employees Pension Plan2023$78,267$0
Bae Systems Land & Armaments L.P.Bae Systems Land & Armaments Employees Pension Plan2023$23,590not reported in the loaded dataset
Bae Systems Land & Armaments L.P.Pension Agreement Between U.D.L.P. Ground Systems Division- York And United Steel Workers Of America Local Union No. 76872023$15,033not reported in the loaded dataset
Board Of Trustees Local No. 8 Ibew Retirement Plan & TrustLocal No. 8 Ibew Retirement Plan & Trust2023$0$0
Selective Insurance Company Of AmericaSelective Insurance Retirement Savings Plan2023$0$0

Related Form 5500 pages