What does Form 5500 Schedule C report about State Street Bank & Trust Corp?

Public Form 5500 Schedule C filings report compensation paid to State Street Bank & Trust Corp as a plan service provider. Across loaded filings, total reported compensation is $2,560,624.

How many plans report State Street Bank & Trust Corp as a service provider?

State Street Bank & Trust Corp appears on 10 loaded plan(s) across 10 sponsor(s).

State Street Bank & Trust Corp — 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, State Street Bank & Trust Corp is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,560,624 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$2.6MDirect + indirect, across loaded filings$2,560,624

Plans served10

Plan sponsors10

Filings10

Direct vs. indirect compensation

Direct compensation$2.6M

Indirect compensationNot reported

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%Goldman Sachs Trust Company, N.A.

Top state share of plans80%NJ

Plan sponsors served10

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to State Street Bank & Trust Corp. Bars show relative scale.

1
Goldman Sachs Trust Company, N.A.$456.3K
NJ · 1 plan(s)
2
Goldman Sachs Trust Company, N.A.$434.5K
NJ · 1 plan(s)
3
Goldman Sachs Trust Company, N.A.$411.7K
NJ · 1 plan(s)
4
Goldman Sachs Trust Company, N.A.$391.4K
NJ · 1 plan(s)
5
Goldman Sachs Trust Company, N.A.$327.6K
NJ · 1 plan(s)
6
Goldman Sachs Pep X Advisors, LLC$153.7K
NY · 1 plan(s)
7
Access General Partner LLC$137K
NJ · 1 plan(s)
8
Access General Partner LLC$115.5K
NJ · 1 plan(s)
9
Gsam Gen-Par, L.L.C.$91.8K
NY · 1 plan(s)
10
Access General Partner LLC$41.1K
NJ · 1 plan(s)

Geographic reach

State footprint

Where State Street Bank & Trust Corp 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
NJ8 plan(s)
2
NY2 plan(s)

Geographic reach

City footprint

Cities where plans reporting State Street Bank & Trust Corp are sponsored, by plan count.

1
Jersey City, NJ8 plan(s)
2
New York, NY2 plan(s)