Mfs Institutional Advisors — 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 Institutional Advisors is reported as a service provider on 14 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,529,823 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $8,529,823
- Reported indirect compensation
- $0
- Total reported compensation
- $8,529,823
- Filings
- 14
- Plan sponsors
- 13
- Plans
- 14
- 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 |
|---|---|---|---|
| Pepsico, Inc. | NY | 2 | $2,313,852 |
| Chevron Corporation | CA | 1 | $1,460,559 |
| Toyota Motor North America, Inc. | TX | 1 | $1,139,598 |
| Citigroup Inc. | CT | 1 | $815,452 |
| Thomson Reuters Holdings Inc. | MN | 1 | $528,689 |
| Westrock Company | GA | 1 | $527,930 |
| Saint-Gobain Delaware Corporation | PA | 1 | $394,790 |
| Northwell Health, Inc. | NY | 1 | $365,382 |
| Tiffany And Company | NY | 1 | $330,664 |
| Marsh & Mclennan Companies, Inc. | NY | 1 | $297,313 |
State footprint
Plans reporting Mfs Institutional Advisors are sponsored in NY (5), CA (2), GA (1), MN (1), NJ (1), PA (1), TN (1), TX (1), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Chevron Corporation | Chevron Master Pension Trust | 2023 | $1,460,559 | not reported in the loaded dataset |
| Pepsico, Inc. | Pepsico, Inc. Employees Retirement Plan H | 2023 | $1,206,358 | $0 |
| Toyota Motor North America, Inc. | Toyota Motor Sales, U.S.A., Inc. Pension Plan | 2023 | $1,139,598 | not reported in the loaded dataset |
| Pepsico, Inc. | Pepsico Employees Retirement Plan I | 2023 | $1,107,494 | $0 |
| Citigroup Inc. | Citi Retirement Savings Plan | 2023 | $815,452 | $0 |
| Thomson Reuters Holdings Inc. | Thomson Reuters Master Investment Trust | 2023 | $528,689 | $0 |
| Westrock Company | Westrock Company 401k Retirement Savings Plan Trust | 2023 | $527,930 | not reported in the loaded dataset |
| Saint-Gobain Delaware Corporation | Saint-Gobain Retirement Income Plan | 2023 | $394,790 | $0 |
| Northwell Health, Inc. | Northwell Health Pension Plan | 2023 | $365,382 | not reported in the loaded dataset |
| Tiffany And Company | Tiffany And Company Pension Plan | 2023 | $330,664 | $0 |
| Marsh & Mclennan Companies, Inc. | Marsh & Mclennan Companies Retirement Plan | 2023 | $297,313 | $0 |
| Board Of Trustees - Southern Electrical Retirement Fund | Southern Electrical Retirement Fund | 2023 | $181,536 | not reported in the loaded dataset |
| Wells Fargo & Company | Wells Fargo & Company Cash Balance Plan | 2023 | $165,981 | not reported in the loaded dataset |
| Otsuka America Pharmaceutical, Inc. | Oapi Retirement Plan | 2023 | $8,077 | not reported in the loaded dataset |
Related Form 5500 pages
- Chevron Master Pension Trust (plan 101)
- Chevron Corporation — all reported plans
- Pepsico, Inc. Employees Retirement Plan H (plan 121)
- Pepsico, Inc. — all reported plans
- Toyota Motor Sales, U.S.A., Inc. Pension Plan (plan 003)
- Toyota Motor North America, Inc. — all reported plans
- Pepsico Employees Retirement Plan I (plan 004)
- Citi Retirement Savings Plan (plan 004)
- Citigroup Inc. — all reported plans
- Thomson Reuters Master Investment Trust (plan 012)
- Thomson Reuters Holdings Inc. — all reported plans
- Westrock Company 401k Retirement Savings Plan Trust (plan 001)
- Westrock Company — all reported plans
- Saint-Gobain Retirement Income Plan (plan 004)
- Saint-Gobain Delaware Corporation — all reported plans
- Northwell Health Pension Plan (plan 006)
- Northwell Health, Inc. — all reported plans
- Tiffany And Company Pension Plan (plan 001)
- Tiffany And Company — all reported plans
- Marsh & Mclennan Companies Retirement Plan (plan 001)
- Marsh & Mclennan Companies, Inc. — all reported plans
- Southern Electrical Retirement Fund (plan 001)
- Board Of Trustees - Southern Electrical Retirement Fund — all reported plans
- Wells Fargo & Company Cash Balance Plan (plan 001)
- Wells Fargo & Company — all reported plans
- Oapi Retirement Plan (plan 002)
- Otsuka America Pharmaceutical, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources