Aristotle Capital Management, LLC — 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, Aristotle Capital Management, LLC is reported as a service provider on 17 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,673,947 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $6,673,947
- Reported indirect compensation
- $0
- Total reported compensation
- $6,673,947
- Filings
- 17
- Plan sponsors
- 16
- Plans
- 17
- 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 |
|---|---|---|---|
| Verizon Communications Inc. | NJ | 1 | $2,571,506 |
| Board Of Trustees L.A. Co. Fire Fighters Local 1014 Health And Welf | CA | 1 | $594,768 |
| Bank Of America Corporation | RI | 1 | $543,228 |
| Lockheed Martin Corporation | MD | 1 | $527,717 |
| Lockheed Martin Corporation | MD | 1 | $516,707 |
| Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | CA | 1 | $418,368 |
| Trustees Of National Stabilization Agreement Of The Sheet Metal Indust | VA | 2 | $374,491 |
| Navistar, Inc. | IL | 1 | $312,000 |
| Board Of Trustees, Eighth District Electrical Pension | NV | 1 | $307,623 |
| Bridgestone Americas, Inc. | TN | 1 | $174,891 |
State footprint
Plans reporting Aristotle Capital Management, LLC are sponsored in CA (3), MD (3), VA (3), IL (2), NJ (1), NV (1), TN (1), RI (1), FL (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Verizon Communications Inc. | Verizon Master Savings Trust | 2023 | $2,571,506 | $0 |
| Board Of Trustees L.A. Co. Fire Fighters Local 1014 Health And Welf | Los Angeles County Fire Fighters Local 1014 Health And Welfare Plan | 2023 | $594,768 | not reported in the loaded dataset |
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $543,228 | $0 |
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $527,717 | $0 |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $516,707 | $0 |
| Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | Iuoe Stationary Engineers Local 39 Pension Plan | 2023 | $418,368 | not reported in the loaded dataset |
| Navistar, Inc. | Navistar, Inc. Retiree Health Benefit And Life Insurance Plan | 2023 | $312,000 | not reported in the loaded dataset |
| Board Of Trustees, Eighth District Electrical Pension | Eighth District Electrical Pension Fund | 2023 | $307,623 | $0 |
| Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T | National Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan | 2023 | $222,298 | not reported in the loaded dataset |
| Bridgestone Americas, Inc. | Bridgestone Americas, Inc. Master Pension Trust | 2023 | $174,891 | $0 |
| Board Of Trustees Automotive Industries Pension Plan | Automotive Industries Pension Plan | 2023 | $172,556 | not reported in the loaded dataset |
| Trustees Of National Stabilization Agreement Of The Sheet Metal Indust | National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations | 2023 | $152,193 | not reported in the loaded dataset |
| Harbor Capital Advisors, Inc. | Harbor Capital Group Trust For Defined Benefit Plans | 2023 | $66,614 | $0 |
| Board Of Trustees Of The Smart Local Unions And Councils Pension Fund | Smart Local Unions And Councils Pension Fund | 2023 | $56,774 | not reported in the loaded dataset |
| Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste | Operative Plasterers & Cement Masons Officers & Employees Pension Fund | 2023 | $20,735 | not reported in the loaded dataset |
| Boca Raton Regional Hospital, Inc. | Boca Raton Regional Hospital Employees Pension Plan | 2023 | $9,392 | not reported in the loaded dataset |
| Painting Industry Insurance Fund Industry | Painting Industry Insurance Fund | 2023 | $6,577 | $0 |
Related Form 5500 pages
- Verizon Master Savings Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Los Angeles County Fire Fighters Local 1014 Health And Welfare Plan (plan 501)
- Board Of Trustees L.A. Co. Fire Fighters Local 1014 Health And Welf — all reported plans
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- Lmc Defined Contribution Master Trust (plan 002)
- Lockheed Martin Corporation — all reported plans
- Iuoe Stationary Engineers Local 39 Pension Plan (plan 001)
- Bot Of Iuoe Stationary Engineers Local 39 Pension Plan — all reported plans
- Navistar, Inc. Retiree Health Benefit And Life Insurance Plan (plan 584)
- Navistar, Inc. — all reported plans
- Eighth District Electrical Pension Fund (plan 001)
- Board Of Trustees, Eighth District Electrical Pension — all reported plans
- National Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan (plan 501)
- Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T — all reported plans
- Bridgestone Americas, Inc. Master Pension Trust (plan 001)
- Bridgestone Americas, Inc. — all reported plans
- Automotive Industries Pension Plan (plan 001)
- Board Of Trustees Automotive Industries Pension Plan — all reported plans
- National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations (plan 565)
- Harbor Capital Group Trust For Defined Benefit Plans (plan 001)
- Harbor Capital Advisors, Inc. — all reported plans
- Smart Local Unions And Councils Pension Fund (plan 333)
- Board Of Trustees Of The Smart Local Unions And Councils Pension Fund — all reported plans
- Operative Plasterers & Cement Masons Officers & Employees Pension Fund (plan 002)
- Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste — all reported plans
- Boca Raton Regional Hospital Employees Pension Plan (plan 001)
- Boca Raton Regional Hospital, Inc. — all reported plans
- Painting Industry Insurance Fund (plan 501)
- Painting Industry Insurance Fund Industry — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources