Boston Partners — 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, Boston Partners is reported as a service provider on 45 loaded Form 5500 filing(s) across 44 plan sponsor(s) and 45 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,936,419 and reported indirect compensation totals $1,774,737.
Reported compensation summary
- Reported direct compensation
- $8,936,419
- Reported indirect compensation
- $1,774,737
- Total reported compensation
- $10,711,156
- Filings
- 45
- Plan sponsors
- 44
- Plans
- 45
- 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 |
|---|---|---|---|
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | NY | 1 | $1,486,460 |
| Ameren Corporation | MO | 2 | $1,087,994 |
| Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia | NJ | 1 | $714,613 |
| Nxp Usa, Inc. | TX | 1 | $672,128 |
| Joint Board Of Trustees Of North Central States Regional Council Of | WI | 1 | $643,440 |
| Consolidated Nuclear Security, LLC | TN | 1 | $623,297 |
| Emerson Electric Company | MO | 1 | $528,950 |
| American Electric Power Service Corporation | OH | 1 | $409,466 |
| Umass Memorial Health Care, Inc. | MA | 1 | $398,003 |
| Citigroup Inc. | CT | 1 | $352,873 |
State footprint
Plans reporting Boston Partners are sponsored in NY (5), IL (4), MO (4), TN (4), MI (4), MA (3), PA (3), HI (2), FL (2), CT (2), WV (1), IN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | 1199seiu Health Care Employees Pension Fund | 2023 | not reported in the loaded dataset | $1,486,460 |
| Ameren Corporation | Ameren Retirement Plan | 2023 | $773,022 | $0 |
| Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia | Teamsters Pension Trust Fund Of Philadelphia & Vicinity | 2023 | $698,901 | $15,712 |
| Nxp Usa, Inc. | Nxp 401(K) Retirement Plan | 2023 | $672,128 | $0 |
| Joint Board Of Trustees Of North Central States Regional Council Of | North Central States Regional Council Of Carpenters Pension Fund | 2023 | $643,440 | $0 |
| Consolidated Nuclear Security, LLC | Cns, LLC Defined Benefit/Defined Contribution Shared Accounts Mtia | 2023 | $623,297 | not reported in the loaded dataset |
| Emerson Electric Company | Emerson Electric Co Retirement Master Trust | 2023 | $528,950 | not reported in the loaded dataset |
| American Electric Power Service Corporation | Aep Retirement Savings 401(K) Plan | 2023 | $409,466 | $0 |
| Umass Memorial Health Care, Inc. | Umass Memorial Health Care Pension Plan | 2023 | $398,003 | not reported in the loaded dataset |
| Citigroup Inc. | Citi Retirement Savings Plan | 2023 | $352,873 | $0 |
| Joint Board Of Trustees, Bakery & Confectionery Union & Industry | Bakery & Confectionery Union & Industry International Pension Fund | 2023 | $321,746 | $0 |
| Ameren Corporation | Ameren Health And Welfare Trust | 2023 | $314,972 | $0 |
| Board Of Trustees - Southern Electrical Retirement Fund | Southern Electrical Retirement Fund | 2023 | $296,074 | not reported in the loaded dataset |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | 2023 | $282,902 | not reported in the loaded dataset |
| Millwrights' Local 1102 Supplemental Pension Fund | Millwrights' Local 1102 Supplemental Pension Fund | 2023 | $281,522 | not reported in the loaded dataset |
| Board Of Trustees Iron Workers | Iron Workers District Council Of New England Pension Fund | 2023 | $270,275 | not reported in the loaded dataset |
| Board Of Trustees Of The National Asbestos Workers Pension Fund | National Asbestos Workers Pension Fund | 2023 | $268,853 | not reported in the loaded dataset |
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | 2023 | $0 | $254,099 |
| Ironworkers National Pension Plan Board Of Trustees | Ironworkers National Pension Plan | 2023 | $254,086 | $0 |
| Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl | Neca Local Union No 313 Ibew Pension Plan | 2023 | $243,706 | $0 |
| Trustees Of The Smart Local 265 Pension Fund | Smart Local 265 Pension Fund | 2023 | $226,901 | not reported in the loaded dataset |
| Michelin North America, Inc. C/O Retirement Manager | Mnai Master Trust For The Boston Partners Separately Managed Account | 2023 | $213,632 | not reported in the loaded dataset |
| Ppl Services Corporation | Ppl Services Corporation Master Trust | 2023 | $152,351 | not reported in the loaded dataset |
| Hawaii Sheet Metal Workers Pension Fund | Hawaii Sheet Metal Workers Pension Fund | 2023 | $148,697 | not reported in the loaded dataset |
| Board Of Trustees Local Union 373 U.A. Pension Fund | Plumbers & Steamfitters Pension Fund Local Union 373 | 2023 | $112,868 | not reported in the loaded dataset |
| Board Of Trustees - Tidewater Electrical Industry Pension Fund | Tidewater Electrical Industry Pension Fund | 2023 | $99,464 | not reported in the loaded dataset |
| Board Of Trustees Michiana Area Electrical Workers Pension Fund | Michiana Area Electrical Workers Pension Fund | 2023 | $94,232 | not reported in the loaded dataset |
| Hawaii Sheet Metal Workers Annuity Profit Sharing Fund | Hawaii Sheet Metal Workers Annuity Profit Sharing | 2023 | $47,507 | not reported in the loaded dataset |
| Board Of Trustees, San Diego County Construction | San Diego County Construction Laborers' Pension Trust Fund | 2023 | $32,910 | $0 |
| Loyola University Of Chicago Attn Benefits Department | Loyola University Employees' Retirement Plan | 2023 | $24,682 | $0 |
| Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund | Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund | 2023 | $22,728 | not reported in the loaded dataset |
| Trustees Of Plumbers Local 773 Pension Plan | United Association Plumbers Local 773 Pension Plan | 2023 | $20,150 | not reported in the loaded dataset |
| Joint Board Of Trustees Bricklayer Union No. 1 Of Ky. Pension Trust | Bricklayers Local No. 1 Of Ky. Pension Trust Fund | 2023 | $20,135 | not reported in the loaded dataset |
| Board Of Trustees - Plumbers And Steamfitters Local No. 177 Pension | Plumbers And Steamfitters Local No. 177 Pension Plan | 2023 | $0 | $18,466 |
| Acf Industries, LLC | Employees' Retirement Plan Of Acf Industries, LLC | 2023 | $16,726 | not reported in the loaded dataset |
| Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A. | Health & Welfare Fund Of Local Union 373 U.A. | 2023 | $15,017 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | 2023 | $14,391 | not reported in the loaded dataset |
| National Asbestos Workers Medical Fund Fund Board Of Trustees | National Asbestos Workers Medical Fund | 2023 | $14,291 | not reported in the loaded dataset |
| Viskase Companies, Inc. | Ret. Program For Ees Of Viskase Companies, Inc. | 2023 | $10,953 | not reported in the loaded dataset |
| Northeastern New York District Council Pipefitters Welfare Fund | Trustees Of The Neny District Council Pipefitters Welfare Fund | 2023 | $8,067 | not reported in the loaded dataset |
| Secco, Inc. Esop | Secco, Inc. Employee Stock Ownership Plan | 2023 | $5,648 | not reported in the loaded dataset |
| Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup Inc. | Citi Retirement Savings Plan For Puerto Rico | 2023 | $853 | $0 |
| Graymont (Pa) Inc. | Graymont U.S. Union Defined Benefit Pension Plan | 2023 | $0 | $0 |
| Joint Board Of Trustees | Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement | 2023 | $0 | $0 |
| Graymont Inc. | Graymont U.S.Non-Union Defined Benefit Pension Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- 1199seiu Health Care Employees Pension Fund (plan 001)
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund — all reported plans
- Ameren Retirement Plan (plan 005)
- Ameren Corporation — all reported plans
- Teamsters Pension Trust Fund Of Philadelphia & Vicinity (plan 001)
- Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia — all reported plans
- Nxp 401(K) Retirement Plan (plan 001)
- Nxp Usa, Inc. — all reported plans
- North Central States Regional Council Of Carpenters Pension Fund (plan 001)
- Joint Board Of Trustees Of North Central States Regional Council Of — all reported plans
- Cns, LLC Defined Benefit/Defined Contribution Shared Accounts Mtia (plan 022)
- Consolidated Nuclear Security, LLC — all reported plans
- Emerson Electric Co Retirement Master Trust (plan 121)
- Emerson Electric Company — all reported plans
- Aep Retirement Savings 401(K) Plan (plan 002)
- American Electric Power Service Corporation — all reported plans
- Umass Memorial Health Care Pension Plan (plan 005)
- Umass Memorial Health Care, Inc. — all reported plans
- Citi Retirement Savings Plan (plan 004)
- Citigroup Inc. — all reported plans
- Bakery & Confectionery Union & Industry International Pension Fund (plan 001)
- Joint Board Of Trustees, Bakery & Confectionery Union & Industry — all reported plans
- Ameren Health And Welfare Trust (plan 012)
- Southern Electrical Retirement Fund (plan 001)
- Board Of Trustees - Southern Electrical Retirement Fund — all reported plans
- New England Teamsters Pension Fund (plan 001)
- New England Teamsters Pension Fund — all reported plans
- Millwrights' Local 1102 Supplemental Pension Fund (plan 001)
- Millwrights' Local 1102 Supplemental Pension Fund — all reported plans
- Iron Workers District Council Of New England Pension Fund (plan 001)
- Board Of Trustees Iron Workers — all reported plans
- National Asbestos Workers Pension Fund (plan 001)
- Board Of Trustees Of The National Asbestos Workers Pension Fund — all reported plans
- I.U.O.E. Local 132 Pension Fund (plan 001)
- I.U.O.E. Local 132 Pension Fund — all reported plans
- Ironworkers National Pension Plan (plan 001)
- Ironworkers National Pension Plan Board Of Trustees — all reported plans
- Neca Local Union No 313 Ibew Pension Plan (plan 001)
- Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl — all reported plans
- Smart Local 265 Pension Fund (plan 001)
- Trustees Of The Smart Local 265 Pension Fund — all reported plans
- Mnai Master Trust For The Boston Partners Separately Managed Account (plan 001)
- Michelin North America, Inc. C/O Retirement Manager — all reported plans
- Ppl Services Corporation Master Trust (plan 007)
- Ppl Services Corporation — all reported plans
- Hawaii Sheet Metal Workers Pension Fund (plan 001)
- Hawaii Sheet Metal Workers Pension Fund — all reported plans
- Plumbers & Steamfitters Pension Fund Local Union 373 (plan 001)
- Board Of Trustees Local Union 373 U.A. Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources