Citigroup Global Markets, Inc. — 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, Citigroup Global Markets, Inc. is reported as a service provider on 32 loaded Form 5500 filing(s) across 32 plan sponsor(s) and 32 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,459,122 and reported indirect compensation totals $587,719.
Reported compensation summary
- Reported direct compensation
- $1,459,122
- Reported indirect compensation
- $587,719
- Total reported compensation
- $2,046,841
- Filings
- 32
- Plan sponsors
- 32
- 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 |
|---|---|---|---|
| Bridgewater Pure Alpha Funds, Ltd. | CT | 1 | $416,620 |
| All Weather Portfolio Limited | CT | 1 | $342,065 |
| Exxon Mobil Corporation | TX | 1 | $127,468 |
| Bridgewater Optimal Portfolio, Ltd. | CT | 1 | $105,540 |
| Orrick, Herrington & Sutcliffe Llp | CA | 1 | $97,492 |
| Lazard Asset Management LLC | MO | 1 | $95,297 |
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | WA | 1 | $92,336 |
| Buchalter, A Professional Corporation | CA | 1 | $88,758 |
| Hmmg, LLC | GA | 1 | $61,312 |
| Bw-M Pa 24, Ltd. | CT | 1 | $54,028 |
State footprint
Plans reporting Citigroup Global Markets, Inc. are sponsored in CT (6), CA (5), MO (5), IL (4), VA (2), GA (2), NY (1), IA (1), TX (1), VT (1), OH (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bridgewater Pure Alpha Funds, Ltd. | Bridgewater Pure Alpha Funds, Ltd. | 2023 | $416,620 | not reported in the loaded dataset |
| All Weather Portfolio Limited | All Weather Portfolio Limited | 2023 | $342,065 | not reported in the loaded dataset |
| Exxon Mobil Corporation | Exxonmobil Savings Plan | 2023 | $127,468 | not reported in the loaded dataset |
| Bridgewater Optimal Portfolio, Ltd. | Bridgewater Optimal Portfolio, Ltd. | 2023 | $105,540 | not reported in the loaded dataset |
| Orrick, Herrington & Sutcliffe Llp | Orrick, Herrington & Sutcliffe Llp Defined Benefit Plan | 2023 | $97,492 | not reported in the loaded dataset |
| Lazard Asset Management LLC | Lazard International Strategic Equity (Acw Ex-U.S.) Trust | 2023 | $0 | $95,297 |
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | Western Conference Of Teamsters Pension Plan | 2023 | $92,336 | not reported in the loaded dataset |
| Buchalter, A Professional Corporation | Buchalter Cash Balance Pension Plan | 2023 | $88,758 | $0 |
| Hmmg, LLC | Hughston Healthcare 401(K) Plan | 2023 | $0 | $61,312 |
| Bw-M Pa 24, Ltd. | Bw-M Pa 24, Ltd. | 2023 | $54,028 | not reported in the loaded dataset |
| Marathon Asset Management Limited | Marathon-London International Fund | 2023 | $0 | $48,143 |
| Emagine It, Inc. | Emagine It Inc 401(K) Profit Sharing Plan & Trust | 2023 | $0 | $47,579 |
| Marathon Asset Management Limited | Marathon-London International Investment Trust I | 2023 | $0 | $46,677 |
| Somnia, Inc. | Somnia, Inc. 401(K) Plan & Trust | 2023 | $0 | $44,743 |
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $0 | $44,630 |
| Aberdeen Asset Management | Emerging Markets Equity Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. | 2023 | $0 | $41,715 |
| Lazard Asset Management LLC | Lazard Emerging Markets Small Cap Equity Trust | 2023 | $0 | $36,780 |
| Bridgewater All Weather Portfolio Ii, Ltd. | Bridgewater All Weather Portfolio Ii, Ltd. | 2023 | $35,690 | not reported in the loaded dataset |
| Causeway Capital Management LLC | Causeway Multi-Fund LLC - International Value Institutional Series | 2023 | $0 | $29,936 |
| Baker Distributing Corporation | Baker Distributing Corporation 401(K) Profit Sharing Plan | 2023 | $23,863 | not reported in the loaded dataset |
| Delta Air Lines, Inc. | Delta Master Trust | 2023 | $22,590 | not reported in the loaded dataset |
| Bridgewater All Weather Portfolio Iii, Ltd. | Bridgewater All Weather Portfolio Iii, Ltd. | 2023 | $21,575 | not reported in the loaded dataset |
| Econometrica, Inc. | Econometrica, Inc. 401k Profit Sharing Plan And Trust | 2023 | $0 | $18,489 |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $0 | $16,747 |
| Causeway Capital Management LLC | Causeway International Opportunities Group Trust | 2023 | $0 | $16,686 |
| Gold Coast Motor Cars Dba Perillo Bmw, Inc. | Perillo Employees 401(K) Plan | 2023 | $16,292 | not reported in the loaded dataset |
| Causeway Capital Management LLC | Causeway Multi-Fund LLC - International Value Institutional Series B | 2023 | $0 | $12,800 |
| Marathon Asset Management Limited | Marathon-London Emerging Markets Investment Trust | 2023 | $0 | $10,863 |
| Ta Chen International, Inc. | Ta Chen International, Inc. 401(K) Plan | 2023 | $9,545 | not reported in the loaded dataset |
| Lazard Asset Management LLC | Emerging Markets Equity Group Trust | 2023 | $0 | $8,489 |
| Genesis Investment Management, Llp | The Genesis Group Trust For Employee Benefit Plans | 2023 | $0 | $6,833 |
| Berkshire Hathaway Energy Company | Bhe Master Retirement Trust - Columbia Core Plus Fi Mtu | 2023 | $5,260 | $0 |
Related Form 5500 pages
- Bridgewater Pure Alpha Funds, Ltd. (plan 001)
- Bridgewater Pure Alpha Funds, Ltd. — all reported plans
- All Weather Portfolio Limited (plan 001)
- All Weather Portfolio Limited — all reported plans
- Exxonmobil Savings Plan (plan 334)
- Exxon Mobil Corporation — all reported plans
- Bridgewater Optimal Portfolio, Ltd. (plan 001)
- Bridgewater Optimal Portfolio, Ltd. — all reported plans
- Orrick, Herrington & Sutcliffe Llp Defined Benefit Plan (plan 001)
- Orrick, Herrington & Sutcliffe Llp — all reported plans
- Lazard International Strategic Equity (Acw Ex-U.S.) Trust (plan 001)
- Lazard Asset Management LLC — all reported plans
- Western Conference Of Teamsters Pension Plan (plan 001)
- Western Conference Of Teamsters Pension Trust Fund Board Of Trustees — all reported plans
- Buchalter Cash Balance Pension Plan (plan 003)
- Buchalter, A Professional Corporation — all reported plans
- Hughston Healthcare 401(K) Plan (plan 001)
- Hmmg, LLC — all reported plans
- Bw-M Pa 24, Ltd. (plan 001)
- Bw-M Pa 24, Ltd. — all reported plans
- Marathon-London International Fund (plan 001)
- Marathon Asset Management Limited — all reported plans
- Emagine It Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Emagine It, Inc. — all reported plans
- Marathon-London International Investment Trust I (plan 001)
- Marathon Asset Management Limited — all reported plans
- Somnia, Inc. 401(K) Plan & Trust (plan 001)
- Somnia, Inc. — all reported plans
- Dominion Energy, Inc. Defined Benefit Master Trust (plan 047)
- Dominion Energy, Inc. — all reported plans
- Emerging Markets Equity Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. (plan 001)
- Aberdeen Asset Management — all reported plans
- Lazard Emerging Markets Small Cap Equity Trust (plan 001)
- Lazard Asset Management LLC — all reported plans
- Bridgewater All Weather Portfolio Ii, Ltd. (plan 001)
- Bridgewater All Weather Portfolio Ii, Ltd. — all reported plans
- Causeway Multi-Fund LLC - International Value Institutional Series (plan 001)
- Causeway Capital Management LLC — all reported plans
- Baker Distributing Corporation 401(K) Profit Sharing Plan (plan 001)
- Baker Distributing Corporation — all reported plans
- Delta Master Trust (plan 007)
- Delta Air Lines, Inc. — all reported plans
- Bridgewater All Weather Portfolio Iii, Ltd. (plan 001)
- Bridgewater All Weather Portfolio Iii, Ltd. — all reported plans
- Econometrica, Inc. 401k Profit Sharing Plan And Trust (plan 001)
- Econometrica, Inc. — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Causeway International Opportunities Group Trust (plan 001)
- Causeway Capital Management LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources