Factset Research Systems — 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, Factset Research Systems is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,294,512 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,294,512
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,294,512
- Filings
- 4
- Plan sponsors
- 3
- Plans
- 4
- 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 |
|---|---|---|---|
| Jpmorgan Chase Bank, National Association | NJ | 1 | $630,387 |
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $604,907 |
| Segal Advisors, Inc. | IL | 2 | $59,218 |
State footprint
Plans reporting Factset Research Systems are sponsored in IL (2), NJ (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase Retirement Plan | 2023 | $630,387 | not reported in the loaded dataset |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $604,907 | not reported in the loaded dataset |
| Segal Advisors, Inc. | Equity Group Trust (A Fund Within The Marco Consulting Group Trust I) | 2023 | $38,855 | not reported in the loaded dataset |
| Segal Advisors, Inc. | Fixed Income Group Trust (A Fund Within The Marco Consulting Group Trust I) | 2023 | $20,363 | not reported in the loaded dataset |
Related Form 5500 pages
- Jpmorgan Chase Retirement Plan (plan 001)
- Jpmorgan Chase Bank, National Association — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Equity Group Trust (A Fund Within The Marco Consulting Group Trust I) (plan 001)
- Segal Advisors, Inc. — all reported plans
- Fixed Income Group Trust (A Fund Within The Marco Consulting Group Trust I) (plan 002)
- Form 5500 Schedule C explained
- Methodology
- Data sources