Russell Investments — 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, Russell Investments is reported as a service provider on 28 loaded Form 5500 filing(s) across 25 plan sponsor(s) and 28 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $32,944,006 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $32,944,006
- Reported indirect compensation
- $0
- Total reported compensation
- $32,944,006
- Filings
- 28
- Plan sponsors
- 25
- Plans
- 28
- 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 |
|---|---|---|---|
| Microsoft Corporation | WA | 1 | $11,182,983 |
| Duke Energy Corporation | NC | 1 | $10,545,617 |
| Southwest Gas Corporation | NV | 1 | $2,814,562 |
| Avaya Inc. | NJ | 1 | $2,074,612 |
| Td Bank Us Holding Company | ME | 1 | $1,249,907 |
| Harbisonwalker International, Inc. | PA | 1 | $969,476 |
| Alliance For Sustainable Energy, LLC | CO | 1 | $900,486 |
| Consolidated Edison Company Of New York, Inc. | NY | 1 | $366,194 |
| Unilever United States, Inc | NJ | 2 | $352,886 |
| Campbell Soup Company | NJ | 1 | $318,516 |
State footprint
Plans reporting Russell Investments are sponsored in NJ (7), TX (5), NY (3), WA (2), CA (2), NC (1), NE (1), IL (1), NV (1), FL (1), OH (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Microsoft Corporation | Microsoft Corporation Savings Plus 401k Plan | 2023 | $11,182,983 | $0 |
| Duke Energy Corporation | Duke Energy Corporation Master Trust | 2023 | $10,545,617 | not reported in the loaded dataset |
| Southwest Gas Corporation | Retirement Plan For Employees Of Southwest Gas Corporation | 2023 | $2,814,562 | not reported in the loaded dataset |
| Avaya Inc. | Avaya Inc. Master Pension Trust | 2023 | $2,074,612 | $0 |
| Td Bank Us Holding Company | Chrysler Financial Defined Benefit Plan Retirement Master Trust | 2023 | $1,249,907 | not reported in the loaded dataset |
| Harbisonwalker International, Inc. | Harbisonwalker International Retirement Trust | 2023 | $969,476 | not reported in the loaded dataset |
| Alliance For Sustainable Energy, LLC | National Renewable Energy Laboratory Shared Security Pension Plan | 2023 | $900,486 | not reported in the loaded dataset |
| Consolidated Edison Company Of New York, Inc. | Consolidated Edison Retirement Plan | 2023 | $366,194 | not reported in the loaded dataset |
| Campbell Soup Company | Campbell Pension Plans Master Retirement Trust | 2023 | $318,516 | not reported in the loaded dataset |
| Union Pacific Corporation | Union Pacific Corporation Master Retirement Trust | 2023 | $261,395 | not reported in the loaded dataset |
| Wilson Sonsini Goodrich & Rosati, P.C. | Wsgr Cash Balance Retirement Plan | 2023 | $256,214 | not reported in the loaded dataset |
| Corning Incorporated | Corning Retirement Master Trust | 2023 | $250,743 | not reported in the loaded dataset |
| Hoffmann-La Roche Inc. | Consolidated Roche Retirement Plan | 2023 | $225,000 | not reported in the loaded dataset |
| Providence Health & Services | Providence Health & Services And Swedish Health Services Master Retirement Trust | 2023 | $192,713 | not reported in the loaded dataset |
| The Graham Companies | The Graham Companies Pension Plan | 2023 | $183,747 | not reported in the loaded dataset |
| Genentech, Inc. | U.S. Roche 401(K) Savings Plan | 2023 | $181,464 | not reported in the loaded dataset |
| Unilever United States, Inc | Unicare Retirement Plan | 2023 | $176,678 | not reported in the loaded dataset |
| Unilever United States, Inc | Unicare Savings Plan | 2023 | $176,208 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar 401(K) Savings Plan | 2023 | $171,615 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Master Retirement Trust | 2023 | $135,616 | not reported in the loaded dataset |
| Aramco Shared Benefits Company | Aramco U.S. Retirement Income Plan | 2023 | $94,075 | not reported in the loaded dataset |
| Nestle Usa, Inc. Savings Plan Administration | Nestle In The Usa Savings Trust | 2023 | $56,114 | not reported in the loaded dataset |
| Educational Testing Service | Educational Testing Service 401(A) Retirement Plan | 2023 | $51,646 | not reported in the loaded dataset |
| Celanese Americas LLC | Celanese Americas Retirement Savings Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Educational Testing Service | Educational Testing Service 403(B) Retirement Savings Plan | 2023 | $41,145 | not reported in the loaded dataset |
| White & Case Llp | White & Case Llp Pension Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Tax Deferred Retirement Plan | 2023 | $7,201 | not reported in the loaded dataset |
| Northwestern Memorial Hospital | Northwestern Memorial Hospital Employees' Pension Trust | 2023 | $79 | not reported in the loaded dataset |
Related Form 5500 pages
- Microsoft Corporation Savings Plus 401k Plan (plan 001)
- Microsoft Corporation — all reported plans
- Duke Energy Corporation Master Trust (plan 005)
- Duke Energy Corporation — all reported plans
- Retirement Plan For Employees Of Southwest Gas Corporation (plan 001)
- Southwest Gas Corporation — all reported plans
- Avaya Inc. Master Pension Trust (plan 101)
- Avaya Inc. — all reported plans
- Chrysler Financial Defined Benefit Plan Retirement Master Trust (plan 006)
- Td Bank Us Holding Company — all reported plans
- Harbisonwalker International Retirement Trust (plan 100)
- Harbisonwalker International, Inc. — all reported plans
- National Renewable Energy Laboratory Shared Security Pension Plan (plan 005)
- Alliance For Sustainable Energy, LLC — all reported plans
- Consolidated Edison Retirement Plan (plan 001)
- Consolidated Edison Company Of New York, Inc. — all reported plans
- Campbell Pension Plans Master Retirement Trust (plan 101)
- Campbell Soup Company — all reported plans
- Union Pacific Corporation Master Retirement Trust (plan 018)
- Union Pacific Corporation — all reported plans
- Wsgr Cash Balance Retirement Plan (plan 005)
- Wilson Sonsini Goodrich & Rosati, P.C. — all reported plans
- Corning Retirement Master Trust (plan 007)
- Corning Incorporated — all reported plans
- Consolidated Roche Retirement Plan (plan 011)
- Hoffmann-La Roche Inc. — all reported plans
- Providence Health & Services And Swedish Health Services Master Retirement Trust (plan 001)
- Providence Health & Services — all reported plans
- The Graham Companies Pension Plan (plan 001)
- The Graham Companies — all reported plans
- U.S. Roche 401(K) Savings Plan (plan 003)
- Genentech, Inc. — all reported plans
- Unicare Retirement Plan (plan 002)
- Unilever United States, Inc — all reported plans
- Unicare Savings Plan (plan 001)
- Caterpillar 401(K) Savings Plan (plan 035)
- Caterpillar Inc. — all reported plans
- Caterpillar Inc. Master Retirement Trust (plan 019)
- Caterpillar Inc. — all reported plans
- Aramco U.S. Retirement Income Plan (plan 001)
- Aramco Shared Benefits Company — all reported plans
- Nestle In The Usa Savings Trust (plan 001)
- Nestle Usa, Inc. Savings Plan Administration — all reported plans
- Educational Testing Service 401(A) Retirement Plan (plan 001)
- Educational Testing Service — all reported plans
- Celanese Americas Retirement Savings Plan (plan 001)
- Celanese Americas LLC — all reported plans
- Educational Testing Service 403(B) Retirement Savings Plan (plan 002)
- Form 5500 Schedule C explained
- Methodology
- Data sources