Fidelity Inv. Inst. Oper. Co., 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, Fidelity Inv. Inst. Oper. Co., Inc. is reported as a service provider on 13 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,641,001 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,641,001
- Reported indirect compensation
- $0
- Total reported compensation
- $1,641,001
- Filings
- 13
- Plan sponsors
- 11
- Plans
- 13
- 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 |
|---|---|---|---|
| Nc Transaction, Inc. | NY | 1 | $590,053 |
| The Progressive Corporation & Its Participating Subsidiaries | OH | 1 | $535,995 |
| Equifax Inc. | GA | 1 | $311,312 |
| John Bean Technologies Corporation | IL | 1 | $282,138 |
| Regions Hospital | MN | 1 | $92,307 |
| Touro University | NY | 1 | $14,307 |
| United Food And Commercial Workers International Union | DC | 2 | $10,588 |
| Chapman University | CA | 2 | $5,349 |
| Vesta Inc | MD | 1 | $5,155 |
| American Savings Bank, F.S.B. | HI | 1 | -$43,418 |
State footprint
Plans reporting Fidelity Inv. Inst. Oper. Co., Inc. are sponsored in HI (2), DC (2), NY (2), CA (2), MN (1), OH (1), GA (1), IL (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Nc Transaction, Inc. | News Corp 401(K) Savings Plan | 2023 | $590,053 | $0 |
| The Progressive Corporation & Its Participating Subsidiaries | The Progressive 401(K) Plan | 2023 | $535,995 | $0 |
| Equifax Inc. | Equifax Inc. 401k Plan | 2023 | $311,312 | not reported in the loaded dataset |
| John Bean Technologies Corporation | John Bean Technologies Corporation Defined Contribution Master Trust | 2023 | $282,138 | $0 |
| Regions Hospital | Regions Hospital 403(B) Plan | 2023 | $92,307 | $0 |
| Touro University | Touro 403(B) Plan | 2023 | $14,307 | $0 |
| United Food And Commercial Workers International Union | Ufcw Intl Sav & Ret Plan For Chartered Local Bodies Trust Fund | 2023 | $8,269 | $0 |
| Vesta Inc | Vesta, Inc. 403(B) Plan | 2023 | $5,155 | not reported in the loaded dataset |
| Chapman University | Chapman University Tax Deferred Annuity (Tda) Retirement Plan | 2023 | $5,024 | $0 |
| Ufcw International Union | Ufcw International Savings & Retirement Plan For U.S. Officers And Employees | 2023 | $2,319 | $0 |
| Chapman University | Chapman University Defined Contribution Retirement Plan | 2023 | $325 | $0 |
| American Savings Bank, F.S.B. | American Savings Bank 401(K) Plan | 2023 | -$43,418 | $0 |
| Hawaiian Electric Industries, Inc. | Hawaiian Electric Industries Retirement Savings Plan | 2023 | -$162,785 | $0 |
Related Form 5500 pages
- News Corp 401(K) Savings Plan (plan 001)
- Nc Transaction, Inc. — all reported plans
- The Progressive 401(K) Plan (plan 003)
- The Progressive Corporation & Its Participating Subsidiaries — all reported plans
- Equifax Inc. 401k Plan (plan 003)
- Equifax Inc. — all reported plans
- John Bean Technologies Corporation Defined Contribution Master Trust (plan 004)
- John Bean Technologies Corporation — all reported plans
- Regions Hospital 403(B) Plan (plan 002)
- Regions Hospital — all reported plans
- Touro 403(B) Plan (plan 002)
- Touro University — all reported plans
- Ufcw Intl Sav & Ret Plan For Chartered Local Bodies Trust Fund (plan 005)
- United Food And Commercial Workers International Union — all reported plans
- Vesta, Inc. 403(B) Plan (plan 006)
- Vesta Inc — all reported plans
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (plan 002)
- Chapman University — all reported plans
- Ufcw International Savings & Retirement Plan For U.S. Officers And Employees (plan 003)
- Chapman University Defined Contribution Retirement Plan (plan 003)
- American Savings Bank 401(K) Plan (plan 004)
- American Savings Bank, F.S.B. — all reported plans
- Hawaiian Electric Industries Retirement Savings Plan (plan 003)
- Hawaiian Electric Industries, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources