Fidelity Investments Inst Ops — 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 Investments Inst Ops is reported as a service provider on 15 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,084,444 and reported indirect compensation totals $22,861.
Reported compensation summary
- Reported direct compensation
- $1,084,444
- Reported indirect compensation
- $22,861
- Total reported compensation
- $1,107,305
- Filings
- 15
- Plan sponsors
- 13
- Plans
- 15
- 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 |
|---|---|---|---|
| John Muir Health | CA | 1 | $359,373 |
| Komatsu Mining Corp. | WI | 1 | $211,336 |
| Levi Strauss & Co. | CA | 2 | $180,753 |
| Trustees Of Tufts College | MA | 1 | $161,423 |
| Alyeska Pipeline Service Company | AK | 1 | $92,464 |
| Beaumont Health | MI | 1 | $54,925 |
| Sentara Healthcare | VA | 1 | $17,182 |
| Tekstream Solutions, LLC | GA | 1 | $13,738 |
| Healthpartners Services, Inc. | MN | 1 | $11,720 |
| National Parks Conservation Association | DC | 1 | $2,805 |
State footprint
Plans reporting Fidelity Investments Inst Ops are sponsored in CA (4), PA (2), GA (1), MA (1), MI (1), MN (1), TN (1), VA (1), AK (1), WI (1), DC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| John Muir Health | John Muir Health 403b Plan | 2023 | $359,343 | $30 |
| Komatsu Mining Corp. | Komatsu Mining Corp. Retirement Savings Plan | 2023 | $211,336 | $0 |
| Levi Strauss & Co. | Employee Savings And Investment Plan Of Levi Strauss & Co. | 2023 | $167,288 | $0 |
| Trustees Of Tufts College | Tufts University Basic Retirement Plan | 2023 | $161,423 | $0 |
| Alyeska Pipeline Service Company | Alyeska Pipeline Service Company Savings And Investment Plan For Operating Company Employees | 2023 | $69,633 | $22,831 |
| Beaumont Health | Botsford Hospital Defined Contribution Plan | 2023 | $54,925 | $0 |
| Sentara Healthcare | Tidewater Health Care, Inc. 401(A) Retirement Plan | 2023 | $17,182 | $0 |
| Tekstream Solutions, LLC | Tekstream 401(K) Plan | 2023 | $13,738 | not reported in the loaded dataset |
| Levi Strauss & Co. | Levi Strauss & Co. Employee Long-Term Investment Savings Plan | 2023 | $13,465 | $0 |
| Healthpartners Services, Inc. | Healthpartners Services, Inc. Retirement Savings Plan | 2023 | $11,720 | $0 |
| National Parks Conservation Association | National Parks Conservation Association 403b Plan | 2023 | $2,805 | $0 |
| The Henry J. Kaiser Family Foundation | The Henry J. Kaiser Family Foundation 401(K) Plan | 2023 | $1,086 | $0 |
| Southwestern Pa Human Services, Inc. | Southwestern Pa Human Services, Inc. Tax Sheltered Annuity Plan | 2023 | $425 | $0 |
| Southwestern Pa Human Services, Inc. | Southwestern Pa Human Services, Inc. Pension Plan | 2023 | $75 | $0 |
| Gish, Sherwood & Friends, Inc. | Gish, Sherwood & Friends, Inc. Employee Savings Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- John Muir Health 403b Plan (plan 002)
- John Muir Health — all reported plans
- Komatsu Mining Corp. Retirement Savings Plan (plan 005)
- Komatsu Mining Corp. — all reported plans
- Employee Savings And Investment Plan Of Levi Strauss & Co. (plan 022)
- Levi Strauss & Co. — all reported plans
- Tufts University Basic Retirement Plan (plan 002)
- Trustees Of Tufts College — all reported plans
- Alyeska Pipeline Service Company Savings And Investment Plan For Operating Company Employees (plan 002)
- Alyeska Pipeline Service Company — all reported plans
- Botsford Hospital Defined Contribution Plan (plan 003)
- Beaumont Health — all reported plans
- Tidewater Health Care, Inc. 401(A) Retirement Plan (plan 007)
- Sentara Healthcare — all reported plans
- Tekstream 401(K) Plan (plan 001)
- Tekstream Solutions, LLC — all reported plans
- Levi Strauss & Co. Employee Long-Term Investment Savings Plan (plan 026)
- Healthpartners Services, Inc. Retirement Savings Plan (plan 004)
- Healthpartners Services, Inc. — all reported plans
- National Parks Conservation Association 403b Plan (plan 003)
- National Parks Conservation Association — all reported plans
- The Henry J. Kaiser Family Foundation 401(K) Plan (plan 003)
- The Henry J. Kaiser Family Foundation — all reported plans
- Southwestern Pa Human Services, Inc. Tax Sheltered Annuity Plan (plan 002)
- Southwestern Pa Human Services, Inc. — all reported plans
- Southwestern Pa Human Services, Inc. Pension Plan (plan 001)
- Gish, Sherwood & Friends, Inc. Employee Savings Plan (plan 001)
- Gish, Sherwood & Friends, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources