Schroder 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, Schroder Investment Management is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,764,661 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $5,764,661
- Reported indirect compensation
- $0
- Total reported compensation
- $5,764,661
- Filings
- 15
- Plan sponsors
- 14
- Plans
- 15
- 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 |
|---|---|---|---|
| Rtx Corporation | CT | 1 | $1,025,000 |
| National Elevator Industry Pension Plan Plan Board Of Trustees | PA | 1 | $961,928 |
| Siemens Corporation | NJ | 1 | $686,605 |
| Siemens Medical Solutions Usa, Inc. | PA | 1 | $652,619 |
| Savings Board Of The Nfl Player Second Career Savings Plan | MD | 1 | $512,231 |
| Ford Motor Company | MI | 1 | $493,530 |
| Rtx Corporation | CT | 1 | $471,668 |
| Siemens Energy, Inc. | FL | 2 | $406,979 |
| Idaho Power Company | ID | 1 | $198,768 |
| Marion General Hospital, Inc. | IN | 1 | $139,110 |
State footprint
Plans reporting Schroder Investment Management are sponsored in CT (2), FL (2), NJ (2), PA (2), MA (1), MD (1), MI (1), KY (1), ID (1), IN (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rtx Corporation | Rtx Savings Plan Master Trust | 2023 | $1,025,000 | not reported in the loaded dataset |
| National Elevator Industry Pension Plan Plan Board Of Trustees | National Elevator Industry Pension Plan | 2023 | $961,928 | $0 |
| Siemens Corporation | Master Trust For Siemens Savings Plans | 2023 | $686,605 | not reported in the loaded dataset |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans | 2023 | $652,619 | not reported in the loaded dataset |
| Savings Board Of The Nfl Player Second Career Savings Plan | Nfl Player Second Career Savings Plan Master Trust | 2023 | $512,231 | not reported in the loaded dataset |
| Ford Motor Company | Ford Motor Company Trust Fund Fixed Income-Broad | 2023 | $493,530 | not reported in the loaded dataset |
| Rtx Corporation | Rtx Master Retirement Trust | 2023 | $471,668 | not reported in the loaded dataset |
| Siemens Energy, Inc. | Siemens Energy, Inc. Savings Plan | 2023 | $304,264 | not reported in the loaded dataset |
| Idaho Power Company | Retirement Plan Of Idaho Power Company | 2023 | $198,768 | not reported in the loaded dataset |
| Marion General Hospital, Inc. | Marion General Hospital Employees' Retirement Plan | 2023 | $139,110 | not reported in the loaded dataset |
| Siemens Corporation | Siemens Pension Plan | 2023 | $127,956 | not reported in the loaded dataset |
| Siemens Energy, Inc. | Siemens Energy, Inc. Pension Plan | 2023 | $102,715 | not reported in the loaded dataset |
| Southern California Edison Company | Edison International Welfare Benefit Plan | 2023 | $68,440 | $0 |
| Commonwealth Health Corporation Restated Retirement Plan | Commonwealth Health Corporation Restated Retirement Plan | 2023 | $11,219 | not reported in the loaded dataset |
| Pipe & Refrigeration Fitters Local 537 | Pipefitters Union Local No. 537 Pension Fund | 2023 | $8,608 | not reported in the loaded dataset |
Related Form 5500 pages
- Rtx Savings Plan Master Trust (plan 001)
- Rtx Corporation — all reported plans
- National Elevator Industry Pension Plan (plan 001)
- National Elevator Industry Pension Plan Plan Board Of Trustees — all reported plans
- Master Trust For Siemens Savings Plans (plan 001)
- Siemens Corporation — all reported plans
- Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans (plan 001)
- Siemens Medical Solutions Usa, Inc. — all reported plans
- Nfl Player Second Career Savings Plan Master Trust (plan 001)
- Savings Board Of The Nfl Player Second Career Savings Plan — all reported plans
- Ford Motor Company Trust Fund Fixed Income-Broad (plan 104)
- Ford Motor Company — all reported plans
- Rtx Master Retirement Trust (plan 001)
- Rtx Corporation — all reported plans
- Siemens Energy, Inc. Savings Plan (plan 021)
- Siemens Energy, Inc. — all reported plans
- Retirement Plan Of Idaho Power Company (plan 001)
- Idaho Power Company — all reported plans
- Marion General Hospital Employees' Retirement Plan (plan 001)
- Marion General Hospital, Inc. — all reported plans
- Siemens Pension Plan (plan 001)
- Siemens Corporation — all reported plans
- Siemens Energy, Inc. Pension Plan (plan 022)
- Edison International Welfare Benefit Plan (plan 501)
- Southern California Edison Company — all reported plans
- Commonwealth Health Corporation Restated Retirement Plan (plan 001)
- Commonwealth Health Corporation Restated Retirement Plan — all reported plans
- Pipefitters Union Local No. 537 Pension Fund (plan 001)
- Pipe & Refrigeration Fitters Local 537 — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources