Mfs Institutional Advisors, Inc. — 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, Inc. is reported as a service provider on 19 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $21,980,383 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $21,980,383
- Reported indirect compensation
- $0
- Total reported compensation
- $21,980,383
- Filings
- 19
- Plan sponsors
- 18
- Plans
- 19
- 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 |
|---|---|---|---|
| The Boeing Co. And Consolidated Subsidiaries | WA | 2 | $6,225,396 |
| Cvs Health Corporation | RI | 1 | $2,596,301 |
| Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLC | NM | 1 | $1,996,340 |
| Rtx Corporation | CT | 1 | $1,867,601 |
| Siemens Medical Solutions Usa, Inc. | PA | 1 | $1,460,553 |
| Steelworkers Pension Trust | PA | 1 | $1,419,426 |
| American Airlines, Inc. - Retirement | TX | 1 | $1,339,163 |
| Merck & Co., Inc. | NJ | 1 | $1,216,032 |
| Nokia Of America Corporation | NJ | 1 | $1,145,055 |
| Bank Of America Corporation | RI | 1 | $789,673 |
State footprint
Plans reporting Mfs Institutional Advisors, Inc. are sponsored in NJ (4), PA (3), RI (2), CT (2), WA (2), TX (1), NM (1), ID (1), NC (1), AZ (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $4,173,159 | $0 |
| Cvs Health Corporation | Cvs Health Future Fund 401(K) Plan | 2023 | $2,596,301 | not reported in the loaded dataset |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Retirement Plans Master Trust | 2023 | $2,052,237 | $0 |
| Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLC | Lawrence Livermore Nat'L Security,LLC And Triad Nat'L Security LLC Defined Benefit Pension Plan Group Trust | 2023 | $1,996,340 | $0 |
| Rtx Corporation | Rtx Master Retirement Trust | 2023 | $1,867,601 | not reported in the loaded dataset |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans | 2023 | $1,460,553 | $0 |
| Steelworkers Pension Trust | Steelworkers Pension Trust | 2023 | $1,419,426 | $0 |
| American Airlines, Inc. - Retirement | American Airlines Inc., Master Fixed Benefit Pension Trust | 2023 | $1,339,163 | not reported in the loaded dataset |
| Merck & Co., Inc. | Merck & Co., Inc. Master Retirement Trust | 2023 | $1,216,032 | $0 |
| Nokia Of America Corporation | Nokia Savings/401(K) Plan | 2023 | $1,145,055 | $0 |
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $789,673 | $0 |
| Aetna Inc. | Retirement Plan For Employees Of Aetna Inc. | 2023 | $649,864 | $0 |
| The Hearst Corporation | The Hearst Corporation Master Trust For Pension And Profit Sharing Plans | 2023 | $494,409 | $0 |
| Nissan North America, Inc. | Nissan North America, Inc. Employee Retirement Plan Master Trust | 2023 | $199,539 | not reported in the loaded dataset |
| Merck & Co., Inc. | Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed | 2023 | $159,981 | $0 |
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Retirement Plan | 2023 | $134,459 | $0 |
| Shaws Supermarkets Inc | Shaws Supermarkets, Inc. Pension Plan For Union Employees | 2023 | $129,382 | not reported in the loaded dataset |
| Siemens Corporation | Siemens Pension Plan | 2023 | $95,758 | not reported in the loaded dataset |
| Ufcw Union & Participating Food Industry Tri-State Pension Fund | Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund | 2023 | $61,451 | $0 |
Related Form 5500 pages
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- Cvs Health Future Fund 401(K) Plan (plan 017)
- Cvs Health Corporation — all reported plans
- The Boeing Company Employee Retirement Plans Master Trust (plan 062)
- Lawrence Livermore Nat'L Security,LLC And Triad Nat'L Security LLC Defined Benefit Pension Plan Group Trust (plan 001)
- Lawrence Livermore Nat'L Security, LLC And Triad Nat'L Security, LLC — all reported plans
- Rtx Master Retirement Trust (plan 001)
- Rtx Corporation — all reported plans
- Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans (plan 001)
- Siemens Medical Solutions Usa, Inc. — all reported plans
- Steelworkers Pension Trust (plan 499)
- Steelworkers Pension Trust — all reported plans
- American Airlines Inc., Master Fixed Benefit Pension Trust (plan 020)
- American Airlines, Inc. - Retirement — all reported plans
- Merck & Co., Inc. Master Retirement Trust (plan 001)
- Merck & Co., Inc. — all reported plans
- Nokia Savings/401(K) Plan (plan 003)
- Nokia Of America Corporation — all reported plans
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- Retirement Plan For Employees Of Aetna Inc. (plan 003)
- Aetna Inc. — all reported plans
- The Hearst Corporation Master Trust For Pension And Profit Sharing Plans (plan 001)
- The Hearst Corporation — all reported plans
- Nissan North America, Inc. Employee Retirement Plan Master Trust (plan 001)
- Nissan North America, Inc. — all reported plans
- Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed (plan 007)
- Merck & Co., Inc. — all reported plans
- Pinnacle West Capital Corporation Retirement Plan (plan 001)
- Pinnacle West Capital Corporation — all reported plans
- Shaws Supermarkets, Inc. Pension Plan For Union Employees (plan 002)
- Shaws Supermarkets Inc — all reported plans
- Siemens Pension Plan (plan 001)
- Siemens Corporation — all reported plans
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (plan 001)
- Ufcw Union & Participating Food Industry Tri-State Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources