Pimco — 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, Pimco is reported as a service provider on 154 loaded Form 5500 filing(s) across 135 plan sponsor(s) and 153 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $72,924,535 and reported indirect compensation totals $98,531.
Reported compensation summary
- Reported direct compensation
- $72,924,535
- Reported indirect compensation
- $98,531
- Total reported compensation
- $73,023,066
- Filings
- 154
- Plan sponsors
- 135
- Plans
- 153
- 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 |
|---|---|---|---|
| International Business Machines Corporation | NY | 2 | $7,062,398 |
| Pacific Gas And Electric Company | CA | 1 | $4,735,359 |
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $3,927,264 |
| Johnson And Johnson | NJ | 2 | $3,553,809 |
| Microsoft Corporation | WA | 1 | $2,774,791 |
| American Airlines, Inc. - Retirement | TX | 1 | $2,498,433 |
| Deere & Company | IL | 1 | $2,191,115 |
| Continental Automotive, Inc. | SC | 3 | $1,724,709 |
| Jpmorgan Chase Bank, National Association | NJ | 2 | $1,518,985 |
| Rush University Medical Center | IL | 1 | $1,456,975 |
State footprint
Plans reporting Pimco are sponsored in NY (16), IL (15), CA (15), NJ (10), MI (8), OH (8), WA (8), NC (5), TX (5), VA (5), OR (5), DC (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Business Machines Corporation | Ibm 401 (K) Plus Plan | 2023 | $5,678,140 | $0 |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $3,927,264 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $2,899,481 | not reported in the loaded dataset |
| Microsoft Corporation | Microsoft Corporation Savings Plus 401k Plan | 2023 | $2,774,791 | $0 |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $2,524,985 | $0 |
| American Airlines, Inc. - Retirement | American Airlines Inc., Master Fixed Benefit Pension Trust | 2023 | $2,498,433 | not reported in the loaded dataset |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $2,210,374 | $0 |
| Deere & Company | John Deere Pension Trust (Master Trust) | 2023 | $2,191,115 | not reported in the loaded dataset |
| Rush University Medical Center | Rush Retirement Plan | 2023 | $1,456,975 | $0 |
| Visa Inc. | Visa Retirement Plan | 2023 | $1,446,081 | $0 |
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $1,384,258 | $0 |
| Board Of Trustees Of The I.A.M. National Pension Fund | Iam National Pension Fund | 2023 | $1,378,668 | not reported in the loaded dataset |
| Cytec Industries Inc. | Solvay & Cytec Companies Pension Plan | 2023 | $1,355,538 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase 401(K) Savings Plan | 2023 | $1,307,517 | $0 |
| Dte Energy Corporate Services, LLC | Dte Energy Company Affiliates Employee Benefit Plans Master Trust | 2023 | $1,265,240 | not reported in the loaded dataset |
| Accenture Llp | Accenture United States Profit Sharing And 401(K) Trust | 2023 | $1,154,807 | not reported in the loaded dataset |
| Rio Tinto America Inc. | Rio Tinto America Inc. Retirement Plan | 2023 | $1,139,427 | not reported in the loaded dataset |
| Delta Air Lines, Inc. | Delta Master Trust | 2023 | $1,085,334 | not reported in the loaded dataset |
| Multiple Employers | The National Football League Club Employees Pension Plan | 2023 | $1,009,693 | not reported in the loaded dataset |
| Bae Systems, Inc. | Bae Systems Employees' Retirement Plan | 2023 | $959,235 | $0 |
| The Goldman Sachs Group, Inc. | The Goldman Sachs 401(K) Plan | 2023 | $953,171 | $0 |
| Kpmg Llp | Kpmg Pension Plan | 2023 | $952,167 | $0 |
| Board Of Trustees, Sound Retirement Trust | Sound Retirement Trust | 2023 | $928,514 | $0 |
| Colgate-Palmolive Company | Colgate-Palmolive Retirement Trust | 2023 | $880,920 | $0 |
| American Chemical Society | American Chemical Society Retirement Plan | 2023 | $879,548 | not reported in the loaded dataset |
| Citigroup Inc. | The Citigroup Pension Plan | 2023 | $840,755 | $0 |
| Continental Automotive, Inc. | Pension Plan For Hourly-Paid Employees Of Continental Automotive Inc. & Certain Affiliated Companies | 2023 | $830,186 | $0 |
| Michelin North America, Inc | Michelin Retirement Plan | 2023 | $782,469 | $0 |
| Zurich American Insurance Company | Zurich American Insurance Company Retirement Account Plan | 2023 | $768,464 | not reported in the loaded dataset |
| Carilion Clinic | Retirement Plan Of Carilion Clinic | 2023 | $729,865 | $0 |
| Continental Automotive, Inc. | Pension Plan For Salaried Employees Of Continental Automotive, Inc. & Certain Affiliated Companies | 2023 | $700,819 | $0 |
| Reynolds American Inc. | Reynolds American Defined Benefit Master Trust | 2023 | $662,091 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Savings Plan Trust | 2023 | $654,328 | not reported in the loaded dataset |
| Electrolux Home Products, Inc. | Electrolux Home Products, Inc. Welfare Benefits Plan For Retired Employees | 2023 | $652,435 | $0 |
| Market Value Stable Income Fund State Street Bank & Trust, Trustee | Hallmark Cards Incorporated Master Trust Mv Sif Market Value Stable Income Fund | 2023 | $620,800 | not reported in the loaded dataset |
| Firstenergy Corp. | Firstenergy Corp. Master Pension Plan | 2023 | $616,216 | $0 |
| Nyse Group Inc. | Revised Retirement Plan For Eligible Employees Of The New York Stock Exchange & Subsidiary Companies | 2023 | $611,566 | $0 |
| Puerto Rico Telephone Company | Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees | 2023 | $597,511 | not reported in the loaded dataset |
| Paccar Inc | Paccar Inc Retirement Plan | 2023 | $588,066 | $0 |
| The Aerospace Corporation | The Aerospace Employees' Retirement Plan (Aerp) | 2023 | $586,733 | not reported in the loaded dataset |
| Integris Health, Inc. | Integris Health, Inc. Retirement Plan A | 2023 | $582,467 | not reported in the loaded dataset |
| Firstgroup Services, Inc. | Legacy Greyhound Lines, Inc./Amalgamated Transit Union National Local 1700 Retirement Plan | 2023 | $573,225 | not reported in the loaded dataset |
| Eversource Energy Service Company | Eversource Retirement Plan Master Trust | 2023 | $564,666 | not reported in the loaded dataset |
| Cambia Health Solutions, Inc. | Cambia Health Solutions Retirement Plan | 2023 | $537,432 | not reported in the loaded dataset |
| Intermountain Power Service Corporation | Retirement Plan For Employees Of Intermountain Power Service Corporation | 2023 | $532,960 | not reported in the loaded dataset |
| Excavators Union Pension Fund Loca | Excavators Union Local 731 Pension Fund | 2023 | $498,320 | $0 |
| Board Of Trustees, California Ironworkers Field Pension Trust Fun | California Ironworkers Field Pension Trust | 2023 | $497,687 | $0 |
| Ryder System, Inc. | Ryder System, Inc. Retirement Plan | 2023 | $497,615 | not reported in the loaded dataset |
| Providence Health & Services | Providence Health & Services And Swedish Health Services Master Retirement Trust | 2023 | $496,469 | not reported in the loaded dataset |
| Nationwide Mutual Insurance Company | Nationwide Retirement Plan | 2023 | $495,073 | not reported in the loaded dataset |
Related Form 5500 pages
- Ibm 401 (K) Plus Plan (plan 005)
- International Business Machines Corporation — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — all reported plans
- Microsoft Corporation Savings Plus 401k Plan (plan 001)
- Microsoft Corporation — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Pacific Gas And Electric Company — all reported plans
- American Airlines Inc., Master Fixed Benefit Pension Trust (plan 020)
- American Airlines, Inc. - Retirement — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- John Deere Pension Trust (Master Trust) (plan 010)
- Deere & Company — all reported plans
- Rush Retirement Plan (plan 006)
- Rush University Medical Center — all reported plans
- Visa Retirement Plan (plan 334)
- Visa Inc. — all reported plans
- Ibm Personal Pension Plan (plan 001)
- Iam National Pension Fund (plan 002)
- Board Of Trustees Of The I.A.M. National Pension Fund — all reported plans
- Solvay & Cytec Companies Pension Plan (plan 002)
- Cytec Industries Inc. — all reported plans
- Jpmorgan Chase 401(K) Savings Plan (plan 002)
- Jpmorgan Chase Bank, National Association — all reported plans
- Dte Energy Company Affiliates Employee Benefit Plans Master Trust (plan 021)
- Dte Energy Corporate Services, LLC — all reported plans
- Accenture United States Profit Sharing And 401(K) Trust (plan 001)
- Accenture Llp — all reported plans
- Rio Tinto America Inc. Retirement Plan (plan 001)
- Rio Tinto America Inc. — all reported plans
- Delta Master Trust (plan 007)
- Delta Air Lines, Inc. — all reported plans
- The National Football League Club Employees Pension Plan (plan 002)
- Multiple Employers — all reported plans
- Bae Systems Employees' Retirement Plan (plan 050)
- Bae Systems, Inc. — all reported plans
- The Goldman Sachs 401(K) Plan (plan 001)
- The Goldman Sachs Group, Inc. — all reported plans
- Kpmg Pension Plan (plan 016)
- Kpmg Llp — all reported plans
- Sound Retirement Trust (plan 001)
- Board Of Trustees, Sound Retirement Trust — all reported plans
- Colgate-Palmolive Retirement Trust (plan 100)
- Colgate-Palmolive Company — all reported plans
- American Chemical Society Retirement Plan (plan 001)
- American Chemical Society — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources