What does Form 5500 Schedule C report about Russell Investments Trust Company?

Public Form 5500 Schedule C filings report compensation paid to Russell Investments Trust Company as a plan service provider. Across loaded filings, total reported compensation is $16,242,053.

How many plans report Russell Investments Trust Company as a service provider?

Russell Investments Trust Company appears on 31 loaded plan(s) across 24 sponsor(s).

Russell Investments Trust Company — 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 Trust Company is reported as a service provider on 32 loaded Form 5500 filing(s) across 24 plan sponsor(s) and 31 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $14,166,807 and reported indirect compensation totals $2,075,246.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$16.2MDirect + indirect, across loaded filings$16,242,053

Plans served31

Plan sponsors24

Filings32

Direct vs. indirect compensation

Direct compensation$14.2M

Indirect compensation$2.1M

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation18%Andersen Corporation

Top state share of plans17%CA

Plan sponsors served24

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Russell Investments Trust Company. Bars show relative scale.

1
Andersen Corporation$3M
MN · 2 plan(s)
2
Sharp Healthcare$2.6M
CA · 2 plan(s)
3
Paccar Inc$1.6M
WA · 1 plan(s)
4
Genentech, Inc.$1.5M
CA · 1 plan(s)
5
Tucson Electric Power Company$1.1M
AZ · 1 plan(s)
6
El Paso Electric Company$882.4K
TX · 2 plan(s)
7
Mercedes-Benz Usa, LLC$789.1K
GA · 2 plan(s)
8
Reckitt Benckiser LLC$724.7K
NJ · 1 plan(s)
9
Concentrix Cvg Corporation$521.4K
OH · 1 plan(s)
10
John Wiley & Sons,Inc.$445.4K
NJ · 1 plan(s)

Geographic reach

State footprint

Where Russell Investments Trust Company appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
CA5 plan(s)
2
TX5 plan(s)
3
PA3 plan(s)
4
NJ3 plan(s)
5
FL2 plan(s)
6
NY2 plan(s)
7
GA2 plan(s)
8
LA2 plan(s)
9
MN2 plan(s)
10
WA1 plan(s)
11
MO1 plan(s)
12
OH1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Russell Investments Trust Company are sponsored, by plan count.

1
Peach Glen, PA3 plan(s)
2
Houston, TX2 plan(s)
3
Sandy Springs, GA2 plan(s)
4
New York, NY2 plan(s)
5
San Diego, CA2 plan(s)
6
El Paso, TX2 plan(s)
7
Parsippany, NJ2 plan(s)
8
Monroe, LA2 plan(s)
9
Bayport, MN2 plan(s)
10
Tampa, FL1 plan(s)