Fidelity Investments Inst. Ops. Co. — 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. Co. is reported as a service provider on 21 loaded Form 5500 filing(s) across 15 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $20,463,828 and reported indirect compensation totals -$245,699.
Reported compensation summary
- Reported direct compensation
- $20,463,828
- Reported indirect compensation
- -$245,699
- Total reported compensation
- $20,218,129
- Filings
- 21
- Plan sponsors
- 15
- Plans
- 19
- 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 |
|---|---|---|---|
| Bank Of America Corporation | RI | 2 | $11,855,243 |
| L3harris Technologies, Inc. | FL | 1 | $5,809,402 |
| Bridgestone Americas, Inc. | TN | 3 | $1,661,245 |
| Saint Francis Health System Inc | OK | 2 | $344,466 |
| Houghton Mifflin Harcourt Publishing Company | MA | 1 | $276,011 |
| University Of Miami | FL | 1 | $255,657 |
| Banner Health | AZ | 1 | $180,615 |
| Drift.Com, Inc. | MA | 1 | $59,114 |
| Central Washington Asphalt, Inc. | WA | 1 | $26,669 |
| Heavy Machines, LLC | TN | 1 | $2,894 |
State footprint
Plans reporting Fidelity Investments Inst. Ops. Co. are sponsored in TN (4), MA (3), FL (2), RI (2), OK (2), AZ (1), WA (1), CA (1), KY (1), PA (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $11,855,243 | not reported in the loaded dataset |
| L3harris Technologies, Inc. | L3harris Retirement Savings Plan Master Trust | 2023 | $3,917,880 | $0 |
| L3harris Technologies, Inc. | L3harris Retirement Savings Plan Master Trust | 2023 | $1,891,522 | $0 |
| Bridgestone Americas, Inc. | Bridgestone Americas, Inc. Incentive Savings Plan | 2023 | $1,230,741 | $0 |
| Bridgestone Americas, Inc. | Bridgestone Americas, Inc. Tax-Efficient Savings Plan | 2023 | $415,796 | $0 |
| Houghton Mifflin Harcourt Publishing Company | Houghton Mifflin 401(K) Savings Plan | 2023 | $276,011 | $0 |
| Saint Francis Health System Inc | Saint Francis Health System, Inc. 401(K) Savings P | 2023 | $261,031 | $0 |
| University Of Miami | Defined Contribution Retirement Plan For Faculty Of The University Of Miami | 2023 | $255,657 | $0 |
| Banner Health | Banner Health Employees 403(B) Plan | 2023 | $180,615 | $0 |
| Saint Francis Health System Inc | Saint Francis Health System, Inc. 403(B) Savings P | 2023 | $83,435 | $0 |
| Drift.Com, Inc. | Drift Inc. Retirement Savings Plan | 2023 | $59,114 | not reported in the loaded dataset |
| Central Washington Asphalt, Inc. | Central Washington Asphalt, Inc. Retirement Plan | 2023 | $26,669 | $0 |
| Bridgestone Americas, Inc. | The Firestone Polymers Savings Plan | 2023 | $14,708 | $0 |
| Heavy Machines, LLC | Heavy Machines, LLC 401(K) Profit Sharing Plan | 2023 | $2,894 | not reported in the loaded dataset |
| St. Mary'S University | St. Mary'S University Defined Contribution Retirement Plan | 2023 | $1,820 | $0 |
| Anderson Wood Products Company | Anderson Wood Products Company Money Purchase Pension Plan | 2023 | $1,155 | $0 |
| Elderhostel Inc. | Road Scholar Retirement Plan | 2023 | $900 | $0 |
| Bank Of America Corporation | The Bank Of America Transferred Savings Account Plan | 2023 | $0 | $0 |
| Geisinger System Services | Geisinger System Services Tax Sheltered Annuity Program | 2023 | $0 | $0 |
| Hyundai Motor America | Hyundai Motor America Profit Sharing Retirement Plan | 2023 | -$100,988 | $0 |
| Geisinger System Services | Geisinger System Services Tax Sheltered Annuity Program | 2023 | $89,625 | -$245,699 |
Related Form 5500 pages
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- L3harris Retirement Savings Plan Master Trust (plan 101)
- L3harris Technologies, Inc. — all reported plans
- L3harris Retirement Savings Plan Master Trust (plan 101)
- Bridgestone Americas, Inc. Incentive Savings Plan (plan 017)
- Bridgestone Americas, Inc. — all reported plans
- Bridgestone Americas, Inc. Tax-Efficient Savings Plan (plan 009)
- Houghton Mifflin 401(K) Savings Plan (plan 003)
- Houghton Mifflin Harcourt Publishing Company — all reported plans
- Saint Francis Health System, Inc. 401(K) Savings P (plan 002)
- Saint Francis Health System Inc — all reported plans
- Defined Contribution Retirement Plan For Faculty Of The University Of Miami (plan 003)
- University Of Miami — all reported plans
- Banner Health Employees 403(B) Plan (plan 044)
- Banner Health — all reported plans
- Saint Francis Health System, Inc. 403(B) Savings P (plan 003)
- Drift Inc. Retirement Savings Plan (plan 001)
- Drift.Com, Inc. — all reported plans
- Central Washington Asphalt, Inc. Retirement Plan (plan 003)
- Central Washington Asphalt, Inc. — all reported plans
- The Firestone Polymers Savings Plan (plan 016)
- Heavy Machines, LLC 401(K) Profit Sharing Plan (plan 001)
- Heavy Machines, LLC — all reported plans
- St. Mary'S University Defined Contribution Retirement Plan (plan 002)
- St. Mary'S University — all reported plans
- Anderson Wood Products Company Money Purchase Pension Plan (plan 003)
- Anderson Wood Products Company — all reported plans
- Road Scholar Retirement Plan (plan 001)
- Elderhostel Inc. — all reported plans
- The Bank Of America Transferred Savings Account Plan (plan 007)
- Geisinger System Services Tax Sheltered Annuity Program (plan 003)
- Geisinger System Services — all reported plans
- Hyundai Motor America Profit Sharing Retirement Plan (plan 001)
- Hyundai Motor America — all reported plans
- Geisinger System Services Tax Sheltered Annuity Program (plan 003)
- Form 5500 Schedule C explained
- Methodology
- Data sources