Pacific Investment 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, Pacific Investment Management is reported as a service provider on 27 loaded Form 5500 filing(s) across 25 plan sponsor(s) and 27 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $27,319,001 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $27,319,001
- Reported indirect compensation
- $0
- Total reported compensation
- $27,319,001
- Filings
- 27
- Plan sponsors
- 25
- Plans
- 27
- 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 Parcel Service Of America, Inc. | GA | 1 | $3,939,260 |
| Verizon Communications Inc. | NJ | 1 | $2,888,639 |
| Hp Inc. | TX | 1 | $2,465,076 |
| Verizon Communications Inc. | NJ | 1 | $2,368,531 |
| Eversource Energy Service Company | CT | 1 | $2,232,928 |
| Genentech, Inc. | CA | 1 | $2,087,786 |
| National Grid Usa Service Company, Inc. | NY | 3 | $1,823,253 |
| Highmark Health | PA | 1 | $1,050,049 |
| American International Group, Inc. | NY | 1 | $1,013,129 |
| Eaton Corporation | OH | 1 | $863,455 |
State footprint
Plans reporting Pacific Investment Management are sponsored in NY (5), PA (3), NJ (3), GA (2), TX (2), CT (2), DC (2), OH (2), CA (2), IA (1), NM (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Parcel Service Of America, Inc. | Ups Group Trust | 2023 | $3,939,260 | not reported in the loaded dataset |
| Verizon Communications Inc. | Verizon Master Savings Trust | 2023 | $2,888,639 | $0 |
| Hp Inc. | Hp Inc. Master Trust | 2023 | $2,465,076 | not reported in the loaded dataset |
| Verizon Communications Inc. | Bell Atlantic Master Trust | 2023 | $2,368,531 | $0 |
| Eversource Energy Service Company | Eversource Retirement Plan Master Trust | 2023 | $2,232,928 | not reported in the loaded dataset |
| Genentech, Inc. | Roche U.S. Retirement Plans Master Trust | 2023 | $2,087,786 | not reported in the loaded dataset |
| National Grid Usa Service Company, Inc. | Keyspan Corporation Pension Master Trust | 2023 | $1,080,292 | not reported in the loaded dataset |
| Highmark Health | Highmark Retirement Plan | 2023 | $1,050,049 | not reported in the loaded dataset |
| American International Group, Inc. | American International Group Inc Retirement Plan | 2023 | $1,013,129 | $0 |
| Eaton Corporation | Eaton Corporation Master Retirement Trust | 2023 | $863,455 | not reported in the loaded dataset |
| Farmers Group, Inc. | Farmers Group, Inc. Employees' Pension Plan | 2023 | $851,909 | not reported in the loaded dataset |
| Paramount Global | Paramount Global Master Trust | 2023 | $822,112 | not reported in the loaded dataset |
| Washington Gas Light Company | Washington Gas Light Company Employees' Pension Plan | 2023 | $762,000 | $0 |
| Berkshire Hathaway Energy Company | Bhe Master Retirement Trust - Pimcolong Credit | 2023 | $722,832 | not reported in the loaded dataset |
| Centerpoint Energy, Inc. | Centerpoint Energy Retirement Plan | 2023 | $720,000 | not reported in the loaded dataset |
| Allergan, Inc. | Legacy Allergan, Inc. Pension Plan | 2023 | $705,241 | not reported in the loaded dataset |
| Fmc Corporation | Fmc Corporation Employees' Retirement Program | 2023 | $528,448 | $0 |
| National Grid Usa Service Company, Inc. | National Grid Usa Companies Final Average Pay Pension Plan | 2023 | $464,832 | not reported in the loaded dataset |
| Resolute Fp Us, Inc. | Resolute Fp Us Master Trust | 2023 | $319,389 | $0 |
| National Grid Usa Service Company, Inc. | Niagara Mohawk Pension Plan | 2023 | $278,129 | not reported in the loaded dataset |
| Finra | Finra Employees Retirement Plan | 2023 | $265,768 | $0 |
| Parker Hannifin Corporation | Parker Defined Benefit Plan | 2023 | $258,431 | not reported in the loaded dataset |
| Pnm Resources, Inc. | Pnm Resources, Inc. Master Trust | 2023 | $202,897 | not reported in the loaded dataset |
| Piedmont Healthcare, Inc. | Piedmont Healthcare, Inc. Consolidated Retirement Plan | 2023 | $201,169 | $0 |
| Ppg Industries, Inc. | Ppg Industries, Inc. Pension Plan Trust | 2023 | $104,780 | $0 |
| The United Illuminating Company | The United Illuminating Company Pension Plan | 2023 | $70,663 | not reported in the loaded dataset |
| Verizon Business Global LLC | Western Union International, Inc. Pension Plan | 2023 | $51,256 | not reported in the loaded dataset |
Related Form 5500 pages
- Ups Group Trust (plan 001)
- United Parcel Service Of America, Inc. — all reported plans
- Verizon Master Savings Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Hp Inc. Master Trust (plan 124)
- Hp Inc. — all reported plans
- Bell Atlantic Master Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Eversource Retirement Plan Master Trust (plan 006)
- Eversource Energy Service Company — all reported plans
- Roche U.S. Retirement Plans Master Trust (plan 002)
- Genentech, Inc. — all reported plans
- Keyspan Corporation Pension Master Trust (plan 002)
- National Grid Usa Service Company, Inc. — all reported plans
- Highmark Retirement Plan (plan 333)
- Highmark Health — all reported plans
- American International Group Inc Retirement Plan (plan 002)
- American International Group, Inc. — all reported plans
- Eaton Corporation Master Retirement Trust (plan 001)
- Eaton Corporation — all reported plans
- Farmers Group, Inc. Employees' Pension Plan (plan 001)
- Farmers Group, Inc. — all reported plans
- Paramount Global Master Trust (plan 194)
- Paramount Global — all reported plans
- Washington Gas Light Company Employees' Pension Plan (plan 001)
- Washington Gas Light Company — all reported plans
- Bhe Master Retirement Trust - Pimcolong Credit (plan 017)
- Berkshire Hathaway Energy Company — all reported plans
- Centerpoint Energy Retirement Plan (plan 001)
- Centerpoint Energy, Inc. — all reported plans
- Legacy Allergan, Inc. Pension Plan (plan 001)
- Allergan, Inc. — all reported plans
- Fmc Corporation Employees' Retirement Program (plan 047)
- Fmc Corporation — all reported plans
- National Grid Usa Companies Final Average Pay Pension Plan (plan 003)
- Resolute Fp Us Master Trust (plan 021)
- Resolute Fp Us, Inc. — all reported plans
- Niagara Mohawk Pension Plan (plan 001)
- Finra Employees Retirement Plan (plan 001)
- Finra — all reported plans
- Parker Defined Benefit Plan (plan 080)
- Parker Hannifin Corporation — all reported plans
- Pnm Resources, Inc. Master Trust (plan 001)
- Pnm Resources, Inc. — all reported plans
- Piedmont Healthcare, Inc. Consolidated Retirement Plan (plan 004)
- Piedmont Healthcare, Inc. — all reported plans
- Ppg Industries, Inc. Pension Plan Trust (plan 001)
- Ppg Industries, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources