Fidelity Institutional Operations — 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, Fidelity Institutional Operations is reported as a service provider on 7 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,460,516 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $4,460,516
- Reported indirect compensation
- $0
- Total reported compensation
- $4,460,516
- Filings
- 7
- Plan sponsors
- 5
- Plans
- 7
- 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 |
|---|---|---|---|
| Nextera Energy, Inc. | FL | 1 | $2,380,748 |
| Unilever United States, Inc | NJ | 2 | $1,326,432 |
| Keurig Dr Pepper Inc. | TX | 2 | $634,487 |
| Endo1 Partners Dba Specialty1 Partners LLC | TX | 1 | $91,729 |
| The Hanover Insurance Company | MA | 1 | $27,120 |
State footprint
Plans reporting Fidelity Institutional Operations are sponsored in TX (3), NJ (2), FL (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Nextera Energy, Inc. | Nextera Energy, Inc. Employee Pension Plan | 2023 | $2,380,748 | not reported in the loaded dataset |
| Unilever United States, Inc | Unicare Retirement Plan | 2023 | $785,188 | not reported in the loaded dataset |
| Unilever United States, Inc | Unicare Savings Plan | 2023 | $541,244 | $0 |
| Keurig Dr Pepper Inc. | Dr Pepper Snapple Group, Inc. Personal Pension Account Plan | 2023 | $413,699 | not reported in the loaded dataset |
| Keurig Dr Pepper Inc. | Dr Pepper Snapple Group, Inc. Hourly Employees' Pension Plan | 2023 | $220,788 | not reported in the loaded dataset |
| Endo1 Partners Dba Specialty1 Partners LLC | Specialty1 Partners 401(K) Plan | 2023 | $91,729 | $0 |
| The Hanover Insurance Company | The Hanover Insurance Group Cash Balance Pension Plan | 2023 | $27,120 | not reported in the loaded dataset |
Related Form 5500 pages
- Nextera Energy, Inc. Employee Pension Plan (plan 001)
- Nextera Energy, Inc. — all reported plans
- Unicare Retirement Plan (plan 002)
- Unilever United States, Inc — all reported plans
- Unicare Savings Plan (plan 001)
- Dr Pepper Snapple Group, Inc. Personal Pension Account Plan (plan 001)
- Keurig Dr Pepper Inc. — all reported plans
- Dr Pepper Snapple Group, Inc. Hourly Employees' Pension Plan (plan 003)
- Specialty1 Partners 401(K) Plan (plan 001)
- Endo1 Partners Dba Specialty1 Partners LLC — all reported plans
- The Hanover Insurance Group Cash Balance Pension Plan (plan 001)
- The Hanover Insurance Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources