Mfs Heritage Trust Company — 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, Mfs Heritage Trust Company is reported as a service provider on 17 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,709,970 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,709,970
- Reported indirect compensation
- $0
- Total reported compensation
- $3,709,970
- Filings
- 17
- Plan sponsors
- 11
- Plans
- 16
- 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 |
|---|---|---|---|
| Xerox Corporation | CT | 2 | $941,826 |
| Xcel Energy Inc. | MN | 4 | $623,310 |
| Puget Sound Energy, Inc. | WA | 1 | $549,311 |
| Board Of Trustees, Directors Guild Of America- | CA | 1 | $394,009 |
| Board Of Trustees, Directors Guild Of America - | CA | 1 | $365,578 |
| Board Of Trustees, Edison Pension Trust | OR | 1 | $261,805 |
| Phillips 66 Company | TX | 1 | $208,399 |
| Board Of Trustees, San Francisco Culinary Bartenders & | CA | 1 | $200,493 |
| Trustees Oregon Laborers - Employer Pension Plan | OR | 1 | $87,966 |
| Board Of Trustees, Cic-Forest Products Retirement | WA | 2 | $60,852 |
State footprint
Plans reporting Mfs Heritage Trust Company are sponsored in MN (4), CA (3), WA (3), OR (2), CT (2), TX (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Xerox Corporation | Xerox Participant Directed Pool | 2023 | $602,228 | not reported in the loaded dataset |
| Puget Sound Energy, Inc. | Retirement Plan For Employees Of Puget Sound Energy, Inc. | 2023 | $549,311 | $0 |
| Board Of Trustees, Directors Guild Of America- | Directors Guild Of America-Producer Pension Plan Basic Benefit Plan | 2023 | $394,009 | not reported in the loaded dataset |
| Board Of Trustees, Directors Guild Of America - | Directors Guild Of America-Producer Pension Plan Supplemental Benefit Plan | 2023 | $365,578 | not reported in the loaded dataset |
| Xcel Energy Inc. | Xcel Energy Pension Plan And Xcel Energy Pension Plan For Bargaining Employees | 2023 | $338,929 | not reported in the loaded dataset |
| Board Of Trustees, Edison Pension Trust | Edison Pension Plan | 2023 | $261,805 | not reported in the loaded dataset |
| Phillips 66 Company | Phillips 66 Retirement Plan | 2023 | $208,399 | $0 |
| Board Of Trustees, San Francisco Culinary Bartenders & | San Francisco Culinary Bartenders & Service Employees Pension Plan | 2023 | $200,493 | not reported in the loaded dataset |
| Xerox Corporation | Pension Only Pool - Xerox Corp. Master Trust | 2023 | $174,201 | $0 |
| Xcel Energy Inc. | New Century Energies, Inc. Retirement Plan For Public Service Company Of Colorado Bargaining Unit Ees And Former Non-Bargaining Unit Ees | 2023 | $174,083 | not reported in the loaded dataset |
| Xerox Corporation | Pension Only Pool - Xerox Corp. Master Trust | 2023 | $165,397 | $0 |
| Trustees Oregon Laborers - Employer Pension Plan | Oregon Laborers-Employers Pension Plan | 2023 | $87,966 | $0 |
| Xcel Energy Inc. | New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees | 2023 | $68,210 | not reported in the loaded dataset |
| Board Of Trustees, Cic-Forest Products Retirement | Cic-Toc Pension Plan | 2023 | $43,672 | $0 |
| Xcel Energy Inc. | Xcel Energy Inc. Non-Bargaining Pension Plan (South) | 2023 | $42,088 | not reported in the loaded dataset |
| Board Of Trustees, Cic-Forest Products Retirement | Lumber Industry Pension Plan | 2023 | $17,180 | $0 |
| Bemis Manufacturing Company | Bemis Manufacturing Company Employees Pension Plan | 2023 | $16,421 | not reported in the loaded dataset |
Related Form 5500 pages
- Xerox Participant Directed Pool (plan 016)
- Xerox Corporation — all reported plans
- Retirement Plan For Employees Of Puget Sound Energy, Inc. (plan 001)
- Puget Sound Energy, Inc. — all reported plans
- Directors Guild Of America-Producer Pension Plan Basic Benefit Plan (plan 001)
- Board Of Trustees, Directors Guild Of America- — all reported plans
- Directors Guild Of America-Producer Pension Plan Supplemental Benefit Plan (plan 002)
- Board Of Trustees, Directors Guild Of America - — all reported plans
- Xcel Energy Pension Plan And Xcel Energy Pension Plan For Bargaining Employees (plan 001)
- Xcel Energy Inc. — all reported plans
- Edison Pension Plan (plan 001)
- Board Of Trustees, Edison Pension Trust — all reported plans
- Phillips 66 Retirement Plan (plan 001)
- Phillips 66 Company — all reported plans
- San Francisco Culinary Bartenders & Service Employees Pension Plan (plan 001)
- Board Of Trustees, San Francisco Culinary Bartenders & — all reported plans
- Pension Only Pool - Xerox Corp. Master Trust (plan 015)
- New Century Energies, Inc. Retirement Plan For Public Service Company Of Colorado Bargaining Unit Ees And Former Non-Bargaining Unit Ees (plan 008)
- Pension Only Pool - Xerox Corp. Master Trust (plan 015)
- Oregon Laborers-Employers Pension Plan (plan 001)
- Trustees Oregon Laborers - Employer Pension Plan — all reported plans
- New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees (plan 009)
- Cic-Toc Pension Plan (plan 001)
- Board Of Trustees, Cic-Forest Products Retirement — all reported plans
- Xcel Energy Inc. Non-Bargaining Pension Plan (South) (plan 007)
- Lumber Industry Pension Plan (plan 002)
- Bemis Manufacturing Company Employees Pension Plan (plan 001)
- Bemis Manufacturing Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources