Eagle Asset Management — 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, Eagle Asset Management is reported as a service provider on 22 loaded Form 5500 filing(s) across 21 plan sponsor(s) and 22 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,637,343 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $2,637,343
- Reported indirect compensation
- $0
- Total reported compensation
- $2,637,343
- Filings
- 22
- Plan sponsors
- 21
- Plans
- 22
- 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 |
|---|---|---|---|
| Pvh Corp. | NJ | 1 | $441,038 |
| Ericsson Inc. | TX | 2 | $422,031 |
| Board Of Trustees Michigan Laborers' Pension Fund | MI | 1 | $375,790 |
| Fca Us LLC | MI | 1 | $372,988 |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | MD | 1 | $227,371 |
| Board Of Trustees Northern Cali. Pipe Trades Pension Trust | CA | 1 | $198,460 |
| American Water Works Co., Inc. | NJ | 1 | $129,075 |
| Board Of Trustees Of Smw Lu No. 28 Welfare Fund | NY | 1 | $79,635 |
| Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan | TN | 1 | $78,441 |
| Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd | NY | 1 | $58,194 |
State footprint
Plans reporting Eagle Asset Management are sponsored in NY (7), NJ (3), MI (3), CA (2), TN (2), TX (2), WI (1), MD (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pvh Corp. | Pvh Corp Pension Master Trust | 2023 | $441,038 | not reported in the loaded dataset |
| Ericsson Inc. | Ericsson Us 401(K) Plan | 2023 | $394,211 | not reported in the loaded dataset |
| Board Of Trustees Michigan Laborers' Pension Fund | Michigan Laborers' Pension Plan | 2023 | $375,790 | $0 |
| Fca Us LLC | Fca Us LLC Master Retirement Trust Balanced Pool | 2023 | $372,988 | $0 |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | Heating, Piping And Refrigeration Pension Fd Pension Fund | 2023 | $227,371 | $0 |
| Board Of Trustees Northern Cali. Pipe Trades Pension Trust | Northern California Pipe Trades Pension Plan | 2023 | $198,460 | $0 |
| American Water Works Co., Inc. | Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries | 2023 | $129,075 | $0 |
| Board Of Trustees Of Smw Lu No. 28 Welfare Fund | Sheet Metal Workers Local Union No. 28 Welfare Fund | 2023 | $79,635 | not reported in the loaded dataset |
| Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan | Southeastern Carpenters And Millwrights Pension Plan | 2023 | $78,441 | not reported in the loaded dataset |
| Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd | Cement And Concrete Workers Dc Pension Fund | 2023 | $58,194 | $0 |
| Board Of Trustees P&S Local 21 Pension Fund | Plumbers & Steamfitters Local 21 Pension Fund | 2023 | $56,588 | not reported in the loaded dataset |
| Torrance Health Association | Torrance Health Association Employees Retirement Plan | 2023 | $52,616 | not reported in the loaded dataset |
| Board Of Trustees Of Smw Lu No. 28 Pension Fund | Sheet Metal Workers Local Union No. 28 Pension Fund | 2023 | $42,561 | not reported in the loaded dataset |
| Ericsson Inc. | Ericsson Us Pension Plan | 2023 | $27,820 | $0 |
| Twin Disc, Incorporated | Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees | 2023 | $23,587 | not reported in the loaded dataset |
| Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 | Pension Plan Of Steamfitters Pension Fund 475 | 2023 | $23,277 | not reported in the loaded dataset |
| The Interpublic Group Of Companies, Inc. | The Interpublic Retirement Account Plan | 2023 | $22,355 | not reported in the loaded dataset |
| Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund | Cement And Concrete Workers Dc Welfare Fund | 2023 | $14,923 | $0 |
| Asbestos Workers Philadelphia Pension Fund | Asbestos Workers Philadelphia Pension Fund | 2023 | $6,907 | $0 |
| Trustees - Sheet Metal Workers Local No. 177 Pension Fund | Sheet Metal Workers Local No. 177 Pension Fund | 2023 | $6,002 | not reported in the loaded dataset |
| Board Of Trustees Heat And Frost Insulators Local 12 | Welfare Fund Of Heat And Frost Insulators Local 12 | 2023 | $5,504 | $0 |
| Manthei, Inc. | Manthei 401(K) Profit Sharing Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
Related Form 5500 pages
- Pvh Corp Pension Master Trust (plan 022)
- Pvh Corp. — all reported plans
- Ericsson Us 401(K) Plan (plan 006)
- Ericsson Inc. — all reported plans
- Michigan Laborers' Pension Plan (plan 001)
- Board Of Trustees Michigan Laborers' Pension Fund — all reported plans
- Fca Us LLC Master Retirement Trust Balanced Pool (plan 059)
- Fca Us LLC — all reported plans
- Heating, Piping And Refrigeration Pension Fd Pension Fund (plan 001)
- Bd Of Tees Heating, Piping & Refrigeration Pension Fund — all reported plans
- Northern California Pipe Trades Pension Plan (plan 001)
- Board Of Trustees Northern Cali. Pipe Trades Pension Trust — all reported plans
- Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries (plan 001)
- American Water Works Co., Inc. — all reported plans
- Sheet Metal Workers Local Union No. 28 Welfare Fund (plan 501)
- Board Of Trustees Of Smw Lu No. 28 Welfare Fund — all reported plans
- Southeastern Carpenters And Millwrights Pension Plan (plan 002)
- Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan — all reported plans
- Cement And Concrete Workers Dc Pension Fund (plan 001)
- Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd — all reported plans
- Plumbers & Steamfitters Local 21 Pension Fund (plan 001)
- Board Of Trustees P&S Local 21 Pension Fund — all reported plans
- Torrance Health Association Employees Retirement Plan (plan 001)
- Torrance Health Association — all reported plans
- Sheet Metal Workers Local Union No. 28 Pension Fund (plan 001)
- Board Of Trustees Of Smw Lu No. 28 Pension Fund — all reported plans
- Ericsson Us Pension Plan (plan 007)
- Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees (plan 004)
- Twin Disc, Incorporated — all reported plans
- Pension Plan Of Steamfitters Pension Fund 475 (plan 001)
- Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 — all reported plans
- The Interpublic Retirement Account Plan (plan 001)
- The Interpublic Group Of Companies, Inc. — all reported plans
- Cement And Concrete Workers Dc Welfare Fund (plan 501)
- Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund — all reported plans
- Asbestos Workers Philadelphia Pension Fund (plan 001)
- Asbestos Workers Philadelphia Pension Fund — all reported plans
- Sheet Metal Workers Local No. 177 Pension Fund (plan 001)
- Trustees - Sheet Metal Workers Local No. 177 Pension Fund — all reported plans
- Welfare Fund Of Heat And Frost Insulators Local 12 (plan 501)
- Board Of Trustees Heat And Frost Insulators Local 12 — all reported plans
- Manthei 401(K) Profit Sharing Plan (plan 001)
- Manthei, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources