State Street Global Advisors Trust — 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 Global Advisors Trust is reported as a service provider on 115 loaded Form 5500 filing(s) across 94 plan sponsor(s) and 115 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $12,199,291 and reported indirect compensation totals $10,300,831.
Reported compensation summary
- Reported direct compensation
- $12,199,291
- Reported indirect compensation
- $10,300,831
- Total reported compensation
- $22,500,122
- Filings
- 115
- Plan sponsors
- 94
- Plans
- 115
- 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 |
|---|---|---|---|
| Kaiser Permanente Medical Care Program | CA | 1 | $11,298,648 |
| The Committee Of The Uaw Retiree Medical Benefits Trust | MI | 3 | $931,482 |
| Target Corporation | MN | 2 | $894,855 |
| Lockheed Martin Corporation | MD | 1 | $851,333 |
| Pinnacle West Capital Corporation | AZ | 1 | $656,187 |
| Caterpillar Inc. | TX | 1 | $450,000 |
| Halliburton Company | TX | 13 | $440,234 |
| Building Trades United Pension Trust Fund | WI | 1 | $410,816 |
| Jpmorgan Chase Bank, National Association | NJ | 1 | $400,000 |
| Board Of Trustees, Aftra Retirement Plan | NY | 1 | $357,691 |
State footprint
Plans reporting State Street Global Advisors Trust are sponsored in TX (19), NY (14), MA (9), PA (8), MI (7), CA (6), NJ (5), CT (5), MD (5), MN (4), MO (4), IL (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Kaiser Permanente Medical Care Program | Kaiser Permanente Group Trust | 2023 | $1,042,003 | $10,256,645 |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $851,333 | not reported in the loaded dataset |
| Target Corporation | Target Corporation 401(K) Master Trust | 2023 | $719,083 | $0 |
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Retirement Plan | 2023 | $656,187 | $0 |
| The Committee Of The Uaw Retiree Medical Benefits Trust | Uaw Gm Retirees Medical Benefits Plan | 2023 | $495,332 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Investment Trust | 2023 | $450,000 | not reported in the loaded dataset |
| Building Trades United Pension Trust Fund | Building Trades United Pension Trust Fund Milwaukee And Vicinity | 2023 | $410,816 | $0 |
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase Retirement Plan | 2023 | $400,000 | $0 |
| Board Of Trustees, Aftra Retirement Plan | Aftra Retirement Plan | 2023 | $357,691 | $0 |
| Sabic Innovative Plastics Us LLC | Sabic Innovative Plastics Master Retirement Defined Benefit Pension Trust | 2023 | $332,015 | $0 |
| Publix Super Markets, Inc. | Publix Super Markets, Inc. 401(K) Smart Plan | 2023 | $319,808 | $0 |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Contribution Plan Master | 2023 | $300,550 | $0 |
| The Committee Of The Uaw Retiree Medical Benefits Trust | Uaw Ford Retirees Medical Benefits Plan | 2023 | $265,865 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | 401(K) Pension Plan | 2023 | $262,983 | $0 |
| Board Of Trustees Of Massachusetts Laborers' Pension Fund | Massachusetts Laborers' Pension Fund | 2023 | $252,940 | $0 |
| Board Of Trustees Of The I.A.M. National Pension Fund | Iam National Pension Fund | 2023 | $220,046 | $0 |
| Victaulic Company | The Retirement Pension Plan For Salaried Employees Of Victaulic Company | 2023 | $205,590 | $0 |
| Altria Client Services LLC | Altria Client Services Inc. Deferred Profit-Sharing Master Trust | 2023 | $183,995 | $0 |
| Target Corporation | Target Corporation Pension Plan | 2023 | $175,772 | $0 |
| Trustees Of The Members Retirement Plan | The Members Retirement Plan | 2023 | $170,824 | $0 |
| The Committee Of The Uaw Retiree Medical Benefits Trust | Uaw Chrysler Retirees Medical Benefits Plan | 2023 | $170,285 | $0 |
| Cvs Health Corporation | Cvs Health Future Fund 401(K) Plan | 2023 | $155,060 | not reported in the loaded dataset |
| General Re Corporation | Employee Savings And Stock Ownership Plan Of General Re Corp And Its Domestic Subsidiaries | 2023 | $149,150 | not reported in the loaded dataset |
| International Union, Uaw | Uaw Master Pension Trust | 2023 | $129,587 | $0 |
| Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | Bert Bell/Pete Rozelle Nfl Player Retirement Plan | 2023 | $125,490 | $0 |
| Intl Painters & Allied Trades Ind. Pension Fund- Board Of Trustees | International Painters And Allied Trades Industry Pension Plan | 2023 | $122,580 | $0 |
| Sodexo, Inc. | Sodexo 401 (K) Employees' Retirement Savings Plan And Trust | 2023 | $115,838 | $0 |
| Victaulic Company | Victaulic Retirement Plan For Bargaining Unit Employees | 2023 | $115,466 | $0 |
| Unilever United States, Inc | Unicare Retirement Plan | 2023 | $112,500 | not reported in the loaded dataset |
| Shpp Us LLC | Shpp Defined Benefit Pension Master Trust | 2023 | $109,079 | $0 |
| Board Of Trustees, Directors Guild Of America- | Directors Guild Of America-Producer Pension Plan Basic Benefit Plan | 2023 | $104,105 | $0 |
| Ford Motor Company | Ford Motor Company Trust Fund Equity-Passive | 2023 | $94,154 | $0 |
| Boehringer Ingelheim Usa Corporation | Boehringer Ingelheim Usa Corporation Master Investment Trust | 2023 | $63,614 | $29,445 |
| Kpmg Llp | Kpmg Partner Pension Plan | 2023 | $92,394 | $0 |
| Kpmg Llp | Kpmg Pension Plan | 2023 | $91,645 | $0 |
| Halliburton Company | Long Target Date Retirement Portfolio Halliburton Company Employee Benefit Master Trust | 2023 | $82,496 | $0 |
| Southern California Edison Company | Edison International Welfare Benefit Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Avangrid Management Company LLC | Avangrid, Inc. Defined Benefit Master Trust | 2023 | $71,794 | $0 |
| Olin Corporation | Olin Corporation Contributing Employee Ownership Plan | 2023 | $71,346 | not reported in the loaded dataset |
| Andersen Corporation | Andersen Corporation Employees' Pension And Retirement Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Cigna Holding Company | Cigna Pension Plan For Certain Former Employees | 2023 | $67,682 | $0 |
| Yum Brands, Inc. | Yum Brands 401k Plan | 2023 | $66,648 | $0 |
| Trustees Of Ufcw Unions & Employers Midwest Pension Fund | United Food And Commercial Workers Unions & Employers Midwest Pension Fund | 2023 | $65,630 | $0 |
| Hartford Fire Insurance Company | The Hartford Investment And Savings Plan | 2023 | $62,188 | $2,267 |
| Board Of Trustees Of Nycdcc Welfare Fund | New York City District Council Of Carpenters Welfare Fund | 2023 | $63,112 | not reported in the loaded dataset |
| Board Of Trustees, Puget Sound Electrical Workers Pension Trust | Puget Sound Electrical Workers Pension Plan | 2023 | $60,146 | $471 |
| Samford University | Samford University Pension Plan | 2023 | $57,763 | $812 |
| Marsh & Mclennan Companies, Inc. | Marsh & Mclennan Companies Retirement Plan | 2023 | $56,313 | $0 |
| Trustees Of The Plumbers Pension Fund, Local 130, U.A. | Plumbers' Pension Fund, Local 130, U.A. | 2023 | $55,970 | $0 |
| Halliburton Company | S&P 500 Index Strategy Halliburton Company Employee Benefit Master Trust | 2023 | $54,877 | $0 |
Related Form 5500 pages
- Kaiser Permanente Group Trust (plan 101)
- Kaiser Permanente Medical Care Program — all reported plans
- Lmc Defined Contribution Master Trust (plan 002)
- Lockheed Martin Corporation — all reported plans
- Target Corporation 401(K) Master Trust (plan 005)
- Target Corporation — all reported plans
- Pinnacle West Capital Corporation Retirement Plan (plan 001)
- Pinnacle West Capital Corporation — all reported plans
- Uaw Gm Retirees Medical Benefits Plan (plan 504)
- The Committee Of The Uaw Retiree Medical Benefits Trust — all reported plans
- Caterpillar Inc. Investment Trust (plan 032)
- Caterpillar Inc. — all reported plans
- Building Trades United Pension Trust Fund Milwaukee And Vicinity (plan 001)
- Building Trades United Pension Trust Fund — all reported plans
- Jpmorgan Chase Retirement Plan (plan 001)
- Jpmorgan Chase Bank, National Association — all reported plans
- Aftra Retirement Plan (plan 001)
- Board Of Trustees, Aftra Retirement Plan — all reported plans
- Sabic Innovative Plastics Master Retirement Defined Benefit Pension Trust (plan 008)
- Sabic Innovative Plastics Us LLC — all reported plans
- Publix Super Markets, Inc. 401(K) Smart Plan (plan 004)
- Publix Super Markets, Inc. — all reported plans
- Centurylink, Inc. Defined Contribution Plan Master (plan 006)
- Lumen Technologies, Inc. — all reported plans
- Uaw Ford Retirees Medical Benefits Plan (plan 502)
- 401(K) Pension Plan (plan 444)
- National Rural Electric Cooperative Association — all reported plans
- Massachusetts Laborers' Pension Fund (plan 001)
- Board Of Trustees Of Massachusetts Laborers' Pension Fund — all reported plans
- Iam National Pension Fund (plan 002)
- Board Of Trustees Of The I.A.M. National Pension Fund — all reported plans
- The Retirement Pension Plan For Salaried Employees Of Victaulic Company (plan 001)
- Victaulic Company — all reported plans
- Altria Client Services Inc. Deferred Profit-Sharing Master Trust (plan 001)
- Altria Client Services LLC — all reported plans
- Target Corporation Pension Plan (plan 001)
- The Members Retirement Plan (plan 001)
- Trustees Of The Members Retirement Plan — all reported plans
- Uaw Chrysler Retirees Medical Benefits Plan (plan 503)
- Cvs Health Future Fund 401(K) Plan (plan 017)
- Cvs Health Corporation — all reported plans
- Employee Savings And Stock Ownership Plan Of General Re Corp And Its Domestic Subsidiaries (plan 002)
- General Re Corporation — all reported plans
- Uaw Master Pension Trust (plan 006)
- International Union, Uaw — all reported plans
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan (plan 001)
- Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources