Victory Capital 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, Victory Capital Management is reported as a service provider on 34 loaded Form 5500 filing(s) across 30 plan sponsor(s) and 32 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,182,527 and reported indirect compensation totals $9,604.
Reported compensation summary
- Reported direct compensation
- $7,182,527
- Reported indirect compensation
- $9,604
- Total reported compensation
- $7,192,131
- Filings
- 34
- Plan sponsors
- 30
- Plans
- 32
- 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 |
|---|---|---|---|
| Valero Energy Corporation | TX | 1 | $2,335,040 |
| Ubs Ag | NJ | 1 | $1,547,160 |
| Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan | HI | 1 | $324,422 |
| Wellspan Health | PA | 1 | $311,500 |
| Board Of Trustees, Ibew Local 595 Pension Plan | CA | 1 | $309,372 |
| Local No. 731, I.B. Of T., Pension Fund | IL | 1 | $296,089 |
| Indiana Carpenters Pension Fund | MI | 1 | $282,429 |
| International Longshore And Warehouse Union Local 142 | HI | 1 | $170,832 |
| Board Of Trustees Of Roofers Pension Fund | IL | 1 | $162,030 |
| The Coca-Cola Company Master Trust For 401(K) Plans | GA | 1 | $145,581 |
State footprint
Plans reporting Victory Capital Management are sponsored in HI (5), IL (4), NY (4), MI (4), PA (3), CA (3), TN (2), VA (1), GA (1), MN (1), NJ (1), NM (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ubs Ag | Ubs 401(K) Plan Trust | 2023 | $1,547,160 | $0 |
| Valero Energy Corporation | Valero Energy Corporation Pension Plan | 2023 | $800,148 | $0 |
| Valero Energy Corporation | Valero Energy Corporation Pension Plan | 2023 | $770,842 | $0 |
| Valero Energy Corporation | Valero Energy Corporation Pension Plan | 2023 | $764,050 | $0 |
| Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan | Hotel Industry-Ilwu Pension Plan | 2023 | $324,422 | $0 |
| Wellspan Health | Wellspan Health Pension Trust | 2023 | $311,500 | not reported in the loaded dataset |
| Board Of Trustees, Ibew Local 595 Pension Plan | Ibew Local 595 Pension Plan | 2023 | $309,372 | $0 |
| Local No. 731, I.B. Of T., Pension Fund | Local No. 731, I.B. Of T., Pension Fund | 2023 | $296,089 | $0 |
| Indiana Carpenters Pension Fund | Indiana Carpenters Pension Fund | 2023 | $282,429 | not reported in the loaded dataset |
| International Longshore And Warehouse Union Local 142 | Pension Plan For Officers And Staff Of Ilwu Local 142 | 2023 | $170,832 | $0 |
| Board Of Trustees Of Roofers Pension Fund | Roofers Pension Fund | 2023 | $162,030 | $0 |
| The Coca-Cola Company Master Trust For 401(K) Plans | Us Small Mid Cap Active Equity Fund | 2023 | $145,581 | not reported in the loaded dataset |
| Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust | Ilwu (Hawaii) Employers General Pension Plan | 2023 | $136,193 | $1,921 |
| Board Of Trustees - Tri-State Carpenters And Joiners Pension | Tri-State Carpenters And Joiners Pension Trust Fund | 2023 | $127,214 | not reported in the loaded dataset |
| Trustees Of Jacksonville Plumbers And Pipefitters | Trustees Of Jacksonville Plumbers And Pipefitters | 2023 | $97,922 | $2,846 |
| The Guardian Life Insurance Company Of America | The Guardian Home Office Employees' Retirement Pla | 2023 | $95,172 | not reported in the loaded dataset |
| Crown Equipment Corporation | Crown Equipment Corporation Retirement Plan | 2023 | $94,878 | not reported in the loaded dataset |
| Ufcw Union & Participating Food Industry Tri-State Pension Fund | Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund | 2023 | $85,753 | not reported in the loaded dataset |
| Trustee Of Excv & Pvrs Local 731 Pension Trust Fund | Local No 731 Excavators And Pavers Pension Trust Fund | 2023 | $77,045 | $0 |
| National Fuel Gas Company | National Fuel Gas Company Retirement Plan | 2023 | $73,670 | $0 |
| Trustees Of The Smart Local 265 Pension Fund | Smart Local 265 Pension Fund | 2023 | $72,703 | not reported in the loaded dataset |
| Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla | Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund | 2023 | $58,398 | $0 |
| Hawaii Laborers' Pension Trust Fund | Hawaii Laborers' Pension Trust Fund | 2023 | $47,659 | $3,367 |
| Board Of Trustees Of Hawaii Insulators Pension Trust | Hawaii Insulators Pension Plan | 2023 | $48,601 | $0 |
| Presbyterian Healthcare Services | Presbyterian Healthcare Services Employees' Pension Plan Ii | 2023 | $45,142 | $1,470 |
| Trustees Of Buffalo Laborers' Pension Fund | Buffalo Laborers' Pension Fund | 2023 | $43,921 | not reported in the loaded dataset |
| Teamsters' Construction Industry | Teamsters' Construction Industry & Misc Pension Fund | 2023 | $37,285 | not reported in the loaded dataset |
| Board Of Trustees, B.A.C. Local No. 3 Pension Trust | B.A.C. Local No. 3 Pension Plan | 2023 | $28,000 | $0 |
| The Guardian Life Insurance Company Of America | The Guardian Field Representative Employees' Retirement Plan | 2023 | $27,917 | not reported in the loaded dataset |
| Board Of Trustees, B.A.C. Local 3 Pension Trust Fund | B.A.C. Local No. 3 Defined Contribution Pension Plan | 2023 | $24,427 | $0 |
| Joint Board Of Trustees Sheet Metal Workers Local 7, Zone | Sheet Metal Workers Local Union No. 7 Zone 2 Health Care Plan | 2023 | $23,281 | not reported in the loaded dataset |
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $21,487 | not reported in the loaded dataset |
| Board Of Trustees Indiana State Council Of Carpenters Pension Fund | Indiana State Council Of Carpenters Pension Fund | 2023 | $20,056 | $0 |
| Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund | Sheet Metal Workers Local No.20 Gary Area Pension | 2023 | $11,348 | not reported in the loaded dataset |
Related Form 5500 pages
- Ubs 401(K) Plan Trust (plan 002)
- Ubs Ag — all reported plans
- Valero Energy Corporation Pension Plan (plan 005)
- Valero Energy Corporation — all reported plans
- Valero Energy Corporation Pension Plan (plan 005)
- Valero Energy Corporation Pension Plan (plan 005)
- Hotel Industry-Ilwu Pension Plan (plan 001)
- Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan — all reported plans
- Wellspan Health Pension Trust (plan 001)
- Wellspan Health — all reported plans
- Ibew Local 595 Pension Plan (plan 001)
- Board Of Trustees, Ibew Local 595 Pension Plan — all reported plans
- Local No. 731, I.B. Of T., Pension Fund (plan 001)
- Local No. 731, I.B. Of T., Pension Fund — all reported plans
- Indiana Carpenters Pension Fund (plan 001)
- Indiana Carpenters Pension Fund — all reported plans
- Pension Plan For Officers And Staff Of Ilwu Local 142 (plan 001)
- International Longshore And Warehouse Union Local 142 — all reported plans
- Roofers Pension Fund (plan 001)
- Board Of Trustees Of Roofers Pension Fund — all reported plans
- Us Small Mid Cap Active Equity Fund (plan 002)
- The Coca-Cola Company Master Trust For 401(K) Plans — all reported plans
- Ilwu (Hawaii) Employers General Pension Plan (plan 001)
- Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust — all reported plans
- Tri-State Carpenters And Joiners Pension Trust Fund (plan 001)
- Board Of Trustees - Tri-State Carpenters And Joiners Pension — all reported plans
- Trustees Of Jacksonville Plumbers And Pipefitters (plan 001)
- Trustees Of Jacksonville Plumbers And Pipefitters — all reported plans
- The Guardian Home Office Employees' Retirement Pla (plan 001)
- The Guardian Life Insurance Company Of America — all reported plans
- Crown Equipment Corporation Retirement Plan (plan 001)
- Crown Equipment Corporation — all reported plans
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (plan 001)
- Ufcw Union & Participating Food Industry Tri-State Pension Fund — all reported plans
- Local No 731 Excavators And Pavers Pension Trust Fund (plan 001)
- Trustee Of Excv & Pvrs Local 731 Pension Trust Fund — all reported plans
- National Fuel Gas Company Retirement Plan (plan 001)
- National Fuel Gas Company — all reported plans
- Smart Local 265 Pension Fund (plan 001)
- Trustees Of The Smart Local 265 Pension Fund — all reported plans
- Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund (plan 501)
- Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla — all reported plans
- Hawaii Laborers' Pension Trust Fund (plan 001)
- Hawaii Laborers' Pension Trust Fund — all reported plans
- Hawaii Insulators Pension Plan (plan 001)
- Board Of Trustees Of Hawaii Insulators Pension Trust — all reported plans
- Presbyterian Healthcare Services Employees' Pension Plan Ii (plan 004)
- Presbyterian Healthcare Services — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources