Bank Of America Merrill Lynch — 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, Bank Of America Merrill Lynch is reported as a service provider on 24 loaded Form 5500 filing(s) across 21 plan sponsor(s) and 24 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,411,876 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$6.4MDirect + indirect, across loaded filings$6,411,876
Plans served24
Plan sponsors21
Filings24
Direct vs. indirect compensation
Direct compensation$6.4M
Indirect compensation$0

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 compensation27%J.B. Hunt Transport Services, Inc.
Top state share of plans29%FL
Plan sponsors served21
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Bank Of America Merrill Lynch. Bars show relative scale.

  1. 1
  2. 2
    OK · 1 plan(s)
  3. 3
    TX · 1 plan(s)
  4. 4
    CA · 1 plan(s)
  5. 5
    FL · 2 plan(s)
  6. 6
    FL · 2 plan(s)
  7. 7
    MA · 2 plan(s)
  8. 8
    FL · 1 plan(s)
  9. 9
  10. 10
Geographic reach

State footprint

Where Bank Of America Merrill Lynch 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. 1
    FL7 plan(s)
  2. 2
    CT2 plan(s)
  3. 3
    WA2 plan(s)
  4. 4
    MA2 plan(s)
  5. 5
    NC2 plan(s)
  6. 6
    NJ2 plan(s)
  7. 7
    PA2 plan(s)
  8. 8
    NY1 plan(s)
  9. 9
    CA1 plan(s)
  10. 10
    OK1 plan(s)
  11. 11
    AR1 plan(s)
  12. 12
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Bank Of America Merrill Lynch are sponsored, by plan count.

  1. 1
    Tampa, FL4 plan(s)
  2. 2
    Seattle, WA2 plan(s)
  3. 3
  4. 4
    Charlotte, NC2 plan(s)
  5. 5
    Reading, PA2 plan(s)
  6. 6
  7. 7
    Doral, FL1 plan(s)
  8. 8
    Torrance, CA1 plan(s)
  9. 9
    Lowell, AR1 plan(s)
  10. 10
    Houston, TX1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    J.B. Hunt Transport Services, Inc., AR · Direct $1.7M · Indirect $0 · 2023
  2. 2
    One Gas, Inc., OK · Direct $1.3M · 2023
  3. 3
    Murphy Oil Corporation, TX · Direct $608K · 2023
  4. 4
    Pioneer North America, Inc., CA · Direct $501.1K · Indirect $0 · 2023
  5. 5
    Gerdau Ameristeel Us Inc., FL · Direct $336.7K · Indirect $0 · 2023
  6. 6
    Carnival Corporation, FL · Direct $318.4K · Indirect $0 · 2023
  7. 7
    Gerdau Macsteel, Inc., FL · Direct $281.5K · Indirect $0 · 2023
  8. 8
    Harte Hanks, Inc., MA · Direct $277K · Indirect $0 · 2023
  9. 9
    North Atlantic States Carpenters Annuity Plan, CT · Direct $245.1K · 2023
  10. 10
    University Community Health System, FL · Direct $235.6K · Indirect $0 · 2023
  11. 11
    Gerdau Macsteel, Inc., FL · Direct $121.3K · Indirect $0 · 2023
  12. 12
    Moore & Van Allen Pllc, NC · Direct $97.7K · 2023
  13. 13
    Cambridge-Lee Industries, Inc., PA · Direct $81.3K · Indirect $0 · 2023
  14. 14
    Gerdau Ameristeel Us Inc., FL · Direct $80.6K · 2023
  15. 15
    Harte Hanks, Inc., MA · Direct $76.4K · Indirect $0 · 2023
  16. 16
    Del Monte Fresh Produce Hawaii Inc., FL · Direct $27.2K · Indirect $0 · 2023
  17. 17
    Dept Store Drivers Warehousemen Helpers Local 177 Union, NJ · Direct $24K · 2023
  18. 18
    Carpenter Technology Corporation, PA · Direct $23K · 2023
  19. 19
    Board Of Trustees, Western Metal Industry Pension Plan, WA · Direct $20.1K · 2023
  20. 20
    Automotive Machinists Pension Trust, WA · Direct $15.7K · 2023
  21. 21
    Goldentree Asset Management, NY · Direct $10.6K · 2023
  22. 22
    Campbell Foundry Company, NJ · Direct $5.4K · 2023
  23. 23
    Garlock, Inc., NC · Direct $1.2K · 2023
  24. 24
    Pelli Clarke & Partners, CT · Direct $60 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Bank Of America Merrill Lynch?
Public Form 5500 Schedule C filings report compensation paid to Bank Of America Merrill Lynch as a plan service provider. Across loaded filings, total reported compensation is $6,411,876.
How many plans report Bank Of America Merrill Lynch as a service provider?
Bank Of America Merrill Lynch appears on 24 loaded plan(s) across 21 sponsor(s).

Related Form 5500 pages