Edelman Financial Engines, LLC — 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, Edelman Financial Engines, LLC is reported as a service provider on 40 loaded Form 5500 filing(s) across 38 plan sponsor(s) and 40 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $27,742,070 and reported indirect compensation totals $121.
Reported compensation summary
- Reported direct compensation
- $27,742,070
- Reported indirect compensation
- $121
- Total reported compensation
- $27,742,191
- Filings
- 40
- Plan sponsors
- 38
- Plans
- 40
- 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 |
|---|---|---|---|
| The Boeing Co. And Consolidated Subsidiaries | WA | 1 | $21,084,450 |
| Hartford Fire Insurance Company | CT | 1 | $2,115,957 |
| American National Red Cross | DC | 1 | $1,056,193 |
| Sony Corporation Of America | NY | 1 | $968,582 |
| Tetra Tech, Inc. | CA | 1 | $648,431 |
| International Business Machines Corporation | NY | 1 | $248,430 |
| Greif Packaging LLC | OH | 1 | $245,480 |
| Hf Sinclair Corporation | TX | 2 | $184,227 |
| Godaddy.Com, LLC | AZ | 1 | $145,962 |
| Bread Financial Payments, Inc. | OH | 1 | $144,611 |
State footprint
Plans reporting Edelman Financial Engines, LLC are sponsored in IA (11), IL (5), TX (4), CA (3), AZ (2), MN (2), ND (2), NY (2), OH (2), CO (1), NE (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $21,084,450 | not reported in the loaded dataset |
| Hartford Fire Insurance Company | The Hartford Investment And Savings Plan | 2023 | $2,115,957 | not reported in the loaded dataset |
| American National Red Cross | American Red Cross Savings Plan | 2023 | $1,056,193 | not reported in the loaded dataset |
| Sony Corporation Of America | Sony Usa 401(K) Plan | 2023 | $968,582 | not reported in the loaded dataset |
| Tetra Tech, Inc. | Tetra Tech, Inc. And Subsidiaries Retirement Plan | 2023 | $648,431 | not reported in the loaded dataset |
| International Business Machines Corporation | Ibm 401 (K) Plus Plan | 2023 | $248,430 | not reported in the loaded dataset |
| Greif Packaging LLC | Greif 401(K) Retirement Plan | 2023 | $245,480 | not reported in the loaded dataset |
| Hf Sinclair Corporation | Hf Sinclair Corporation 401(K) Retirement Savings Plan | 2023 | $167,976 | not reported in the loaded dataset |
| Godaddy.Com, LLC | Godaddy.Com, LLC 401(K) Plan | 2023 | $145,962 | not reported in the loaded dataset |
| Bread Financial Payments, Inc. | Bread Financial 401(K) Plan | 2023 | $144,611 | not reported in the loaded dataset |
| Reynolds Consumer Products LLC | 401(K) Retirement Plan For Reynolds Consumer Products | 2023 | $102,135 | not reported in the loaded dataset |
| Ag Processing Inc | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $84,197 | not reported in the loaded dataset |
| Metso Usa Inc. | Metso Retirement Savings Plan | 2023 | $75,732 | not reported in the loaded dataset |
| Berkeley Bowl Produce Inc | Berkeley Bowl Produce Inc 401k Profit Sharing Plan | 2023 | $73,967 | $0 |
| Ovintiv Usa Inc. | Ovintiv U.S. Retirement Plan | 2023 | $53,898 | not reported in the loaded dataset |
| Red Lobster Management LLC | Red Lobster 401(K) Plan | 2023 | $45,081 | not reported in the loaded dataset |
| Mdu Resources Group, Inc. | Mdu Resources Group, Inc. 401(K) Retirement Plan | 2023 | $42,048 | $121 |
| Midwest Radiology, P.A. | Midwest Radiology P.A. Profit Sharing Plan | 2023 | $40,916 | not reported in the loaded dataset |
| New Cooperative, Inc. | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $40,425 | not reported in the loaded dataset |
| Arrow Drillers, Inc. | Arrow Drillers, Inc. 401(K) Profit Sharing Plan | 2023 | $31,228 | $0 |
| Chevron Phillips Chemical Company Lp | Chevron Phillips Chemical Company Lp 401(K) Savings And Profit Sharing Plan | 2023 | $29,210 | not reported in the loaded dataset |
| Knife River Corporation | Knife River Corporation 401(K) Retirement Plan | 2023 | $26,933 | not reported in the loaded dataset |
| Cooperative Farmers Elevator | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $25,225 | not reported in the loaded dataset |
| Pactiv Evergreen Services Inc. | Employee Savings Plan | 2023 | $24,230 | not reported in the loaded dataset |
| Landus Cooperative | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $24,010 | not reported in the loaded dataset |
| Heartland Co-Op | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $23,489 | not reported in the loaded dataset |
| Bodycote Imt, Inc. | The Bodycote International, Inc. Retirement Plan | 2023 | $20,820 | not reported in the loaded dataset |
| Gold-Eagle Cooperative | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $20,389 | not reported in the loaded dataset |
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Savings Plan | 2023 | $19,113 | not reported in the loaded dataset |
| Chicago Mercantile Exchange, Inc. | Chicago Mercantile Exchange, Inc. 401(K) Savings Plan | 2023 | $18,567 | not reported in the loaded dataset |
| Hf Sinclair Corporation | Hf Sinclair Corporation Legacy Puget Sound Refinery 401(K) Plan | 2023 | $16,251 | not reported in the loaded dataset |
| Reynolds Consumer Products LLC | 401(K) Retirement Plan For Reynolds Bargaining | 2023 | $15,315 | not reported in the loaded dataset |
| Innovative Ag Services Co. | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $14,342 | not reported in the loaded dataset |
| Northern Country Cooperative | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $9,893 | not reported in the loaded dataset |
| Nexus Cooperative | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $8,536 | not reported in the loaded dataset |
| Evergreen Packaging LLC | Employee Savings Plan For Evergreen Packaging | 2023 | $7,668 | not reported in the loaded dataset |
| Five Star Cooperative | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $5,955 | not reported in the loaded dataset |
| Mid Iowa Coop | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $5,690 | not reported in the loaded dataset |
| Western Consolidated Co-Op | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $5,445 | not reported in the loaded dataset |
| Stateline Cooperative | The Restated Thrift/Profit Sharing Plan For Cooperatives | 2023 | $5,290 | not reported in the loaded dataset |
Related Form 5500 pages
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- The Hartford Investment And Savings Plan (plan 100)
- Hartford Fire Insurance Company — all reported plans
- American Red Cross Savings Plan (plan 008)
- American National Red Cross — all reported plans
- Sony Usa 401(K) Plan (plan 002)
- Sony Corporation Of America — all reported plans
- Tetra Tech, Inc. And Subsidiaries Retirement Plan (plan 001)
- Tetra Tech, Inc. — all reported plans
- Ibm 401 (K) Plus Plan (plan 005)
- International Business Machines Corporation — all reported plans
- Greif 401(K) Retirement Plan (plan 001)
- Greif Packaging LLC — all reported plans
- Hf Sinclair Corporation 401(K) Retirement Savings Plan (plan 002)
- Hf Sinclair Corporation — all reported plans
- Godaddy.Com, LLC 401(K) Plan (plan 001)
- Godaddy.Com, LLC — all reported plans
- Bread Financial 401(K) Plan (plan 001)
- Bread Financial Payments, Inc. — all reported plans
- 401(K) Retirement Plan For Reynolds Consumer Products (plan 010)
- Reynolds Consumer Products LLC — all reported plans
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 030)
- Ag Processing Inc — all reported plans
- Metso Retirement Savings Plan (plan 024)
- Metso Usa Inc. — all reported plans
- Berkeley Bowl Produce Inc 401k Profit Sharing Plan (plan 002)
- Berkeley Bowl Produce Inc — all reported plans
- Ovintiv U.S. Retirement Plan (plan 001)
- Ovintiv Usa Inc. — all reported plans
- Red Lobster 401(K) Plan (plan 001)
- Red Lobster Management LLC — all reported plans
- Mdu Resources Group, Inc. 401(K) Retirement Plan (plan 004)
- Mdu Resources Group, Inc. — all reported plans
- Midwest Radiology P.A. Profit Sharing Plan (plan 001)
- Midwest Radiology, P.A. — all reported plans
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 030)
- New Cooperative, Inc. — all reported plans
- Arrow Drillers, Inc. 401(K) Profit Sharing Plan (plan 002)
- Arrow Drillers, Inc. — all reported plans
- Chevron Phillips Chemical Company Lp 401(K) Savings And Profit Sharing Plan (plan 001)
- Chevron Phillips Chemical Company Lp — all reported plans
- Knife River Corporation 401(K) Retirement Plan (plan 001)
- Knife River Corporation — all reported plans
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 030)
- Cooperative Farmers Elevator — all reported plans
- Employee Savings Plan (plan 004)
- Pactiv Evergreen Services Inc. — all reported plans
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 030)
- Landus Cooperative — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources