Barrow Hanley Mewhinney & Strauss — 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, Barrow Hanley Mewhinney & Strauss is reported as a service provider on 26 loaded Form 5500 filing(s) across 23 plan sponsor(s) and 24 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $9,365,214 and reported indirect compensation totals $116,664.
Reported compensation summary
- Reported direct compensation
- $9,365,214
- Reported indirect compensation
- $116,664
- Total reported compensation
- $9,481,878
- Filings
- 26
- Plan sponsors
- 23
- Plans
- 24
- 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 | $1,607,417 |
| Apple Inc. | CA | 1 | $1,275,043 |
| Air Products And Chemicals, Inc. | PA | 1 | $853,403 |
| American Airlines, Inc. - Retirement | TX | 1 | $821,424 |
| Abx Air, Inc. | OH | 2 | $712,131 |
| Johnson And Johnson | NJ | 1 | $639,249 |
| Phillips 66 Company | TX | 1 | $499,006 |
| Board Of Trustees - Southern Electrical Retirement Fund | TN | 1 | $390,150 |
| Hess Corporation | TX | 1 | $381,973 |
| Southern Company Services, Inc. | GA | 1 | $372,092 |
State footprint
Plans reporting Barrow Hanley Mewhinney & Strauss are sponsored in TX (5), OH (3), TN (3), CA (2), MN (2), AZ (1), ND (1), NJ (1), PA (1), NC (1), CT (1), GA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Apple Inc. | Apple 401(K) Plan | 2023 | $1,275,043 | not reported in the loaded dataset |
| Air Products And Chemicals, Inc. | Air Products And Chemicals Master Trust | 2023 | $853,403 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | American Airlines Inc., Master Fixed Benefit Pension Trust | 2023 | $821,424 | $0 |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $639,249 | not reported in the loaded dataset |
| Valero Energy Corporation | Valero Energy Corporation Pension Plan | 2023 | $553,598 | $0 |
| Valero Energy Corporation | Valero Energy Corporation Pension Plan | 2023 | $530,760 | $0 |
| Valero Energy Corporation | Valero Energy Corporation Pension Plan | 2023 | $523,059 | $0 |
| Phillips 66 Company | Phillips 66 Retirement Plan | 2023 | $499,006 | $0 |
| Abx Air, Inc. | Abx Air, Inc. Defined Benefit Master Trust | 2023 | $431,210 | not reported in the loaded dataset |
| Board Of Trustees - Southern Electrical Retirement Fund | Southern Electrical Retirement Fund | 2023 | $390,150 | not reported in the loaded dataset |
| Hess Corporation | Hess Corporation Employees' Pension Plan | 2023 | $381,973 | not reported in the loaded dataset |
| Southern Company Services, Inc. | The Southern Company Pension Plan | 2023 | $372,092 | $0 |
| Fifth Third Bancorp | Fifth Third Bancorp 401(K) Savings Plan | 2023 | $319,702 | not reported in the loaded dataset |
| Abx Air, Inc. | Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan | 2023 | $280,921 | not reported in the loaded dataset |
| Board Of Trustees Of Minnesota Laborers Pension Fund | Minnesota Laborers Pension Fund | 2023 | $253,443 | $0 |
| Black & Decker (U.S.) Inc. | Stanley Black & Decker Pension Plan | 2023 | $242,404 | not reported in the loaded dataset |
| Battelle Energy Alliance, LLC | Idaho National Laboratory Employee Retirement Plan | 2023 | $236,766 | not reported in the loaded dataset |
| Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan | Southeastern Carpenters And Millwrights Pension Plan | 2023 | $204,930 | $4,249 |
| Wakemed | Wakemed Pension Plan | 2023 | $160,781 | $0 |
| Bechtel Global Corporation | Master Trust For Certain Tax-Qualified Bechtel Retirement Plans | 2023 | $0 | $112,415 |
| Sheet Metal Workers Local 85 Pension Fund | Sheet Metal Workers Local 85 Pension Fund | 2023 | $100,048 | not reported in the loaded dataset |
| Board Of Trustees Of Minnesota Laborers Health And Welfare Fund | Minnesota Laborers Health And Welfare Fund | 2023 | $81,563 | $0 |
| Vizient, Inc. | Vizient Retirement Plan | 2023 | $66,366 | not reported in the loaded dataset |
| Board Of Trustees, Southern California Lumber | Southern California Lumber Industry Retirement Fund | 2023 | $57,602 | $0 |
| Mdu Resources Group, Inc. | Mdu Resources Group, Inc. Master Trust | 2023 | $54,181 | $0 |
| Stanley Black & Decker, Inc. | Pension Plan For Hourly Paid Employees Of Stanley Black & Decker, Inc. | 2023 | $35,540 | not reported in the loaded dataset |
Related Form 5500 pages
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Air Products And Chemicals Master Trust (plan 004)
- Air Products And Chemicals, Inc. — all reported plans
- American Airlines Inc., Master Fixed Benefit Pension Trust (plan 020)
- American Airlines, Inc. - Retirement — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — 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)
- Phillips 66 Retirement Plan (plan 001)
- Phillips 66 Company — all reported plans
- Abx Air, Inc. Defined Benefit Master Trust (plan 008)
- Abx Air, Inc. — all reported plans
- Southern Electrical Retirement Fund (plan 001)
- Board Of Trustees - Southern Electrical Retirement Fund — all reported plans
- Hess Corporation Employees' Pension Plan (plan 333)
- Hess Corporation — all reported plans
- The Southern Company Pension Plan (plan 001)
- Southern Company Services, Inc. — all reported plans
- Fifth Third Bancorp 401(K) Savings Plan (plan 001)
- Fifth Third Bancorp — all reported plans
- Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan (plan 003)
- Minnesota Laborers Pension Fund (plan 001)
- Board Of Trustees Of Minnesota Laborers Pension Fund — all reported plans
- Stanley Black & Decker Pension Plan (plan 013)
- Black & Decker (U.S.) Inc. — all reported plans
- Idaho National Laboratory Employee Retirement Plan (plan 002)
- Battelle Energy Alliance, LLC — all reported plans
- Southeastern Carpenters And Millwrights Pension Plan (plan 002)
- Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan — all reported plans
- Wakemed Pension Plan (plan 001)
- Wakemed — all reported plans
- Master Trust For Certain Tax-Qualified Bechtel Retirement Plans (plan 001)
- Bechtel Global Corporation — all reported plans
- Sheet Metal Workers Local 85 Pension Fund (plan 001)
- Sheet Metal Workers Local 85 Pension Fund — all reported plans
- Minnesota Laborers Health And Welfare Fund (plan 501)
- Board Of Trustees Of Minnesota Laborers Health And Welfare Fund — all reported plans
- Vizient Retirement Plan (plan 334)
- Vizient, Inc. — all reported plans
- Southern California Lumber Industry Retirement Fund (plan 001)
- Board Of Trustees, Southern California Lumber — all reported plans
- Mdu Resources Group, Inc. Master Trust (plan 003)
- Mdu Resources Group, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources