Financial Engines — 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, Financial Engines is reported as a service provider on 105 loaded Form 5500 filing(s) across 86 plan sponsor(s) and 105 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $76,484,657 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $76,484,657
- Reported indirect compensation
- $0
- Total reported compensation
- $76,484,657
- Filings
- 105
- Plan sponsors
- 86
- Plans
- 105
- 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 |
|---|---|---|---|
| Delta Air Lines, Inc. | GA | 4 | $9,844,305 |
| Mayo Clinic | MN | 1 | $8,499,963 |
| American Airlines, Inc. - Retirement | TX | 2 | $6,334,703 |
| Duke Energy Corporation | NC | 1 | $5,480,000 |
| Comcast Corporation | PA | 1 | $4,730,871 |
| The Permanente Medical Group, Inc. | CA | 2 | $3,351,789 |
| Cisco Systems,Inc. | CA | 1 | $3,183,153 |
| Dell Inc. | TX | 1 | $2,629,000 |
| Paramount Global | NY | 1 | $2,162,249 |
| National Technology & Engineering Solutions Of Sandia, LLC | NM | 1 | $1,890,216 |
State footprint
Plans reporting Financial Engines are sponsored in IL (9), PA (9), NY (8), GA (7), MI (7), CA (7), TX (7), NC (6), FL (5), NJ (4), MN (4), WA (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mayo Clinic | Mayo 403(B) Plan | 2023 | $8,499,963 | not reported in the loaded dataset |
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan | 2023 | $7,513,704 | not reported in the loaded dataset |
| Duke Energy Corporation | Duke Energy Retirement Savings Plan | 2023 | $5,480,000 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | American Airlines, Inc. 401(K) Plan | 2023 | $4,947,116 | not reported in the loaded dataset |
| Comcast Corporation | Comcast Corporation Retirement - Investment Plan | 2023 | $4,730,871 | not reported in the loaded dataset |
| Cisco Systems,Inc. | Cisco Systems,Inc. 401(K) Plan | 2023 | $3,183,153 | not reported in the loaded dataset |
| Dell Inc. | Dell Inc. 401(K) Plan | 2023 | $2,629,000 | not reported in the loaded dataset |
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan For Pilots | 2023 | $2,302,742 | not reported in the loaded dataset |
| Paramount Global | Paramount Global 401(K) Plan (Fka Viacomcbs 401(K) Plan) | 2023 | $2,162,249 | not reported in the loaded dataset |
| National Technology & Engineering Solutions Of Sandia, LLC | Ntess Savings And Income Plan | 2023 | $1,890,216 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corporation Employee Savings Plan | 2023 | $1,873,264 | not reported in the loaded dataset |
| The Permanente Medical Group, Inc. | The Permanente Medical Group, Inc. Salary Deferral Plan | 2023 | $1,835,624 | not reported in the loaded dataset |
| Bristol-Myers Squibb Company | Bristol-Myers Squibb Savings Plans Master Trust | 2023 | $1,738,152 | not reported in the loaded dataset |
| The Permanente Medical Group, Inc. | The Permanente Contribution Plan Of The Permanente Medical Group, Inc. | 2023 | $1,516,165 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | American Airlines, Inc. 401(K) Plan For Pilots | 2023 | $1,387,587 | not reported in the loaded dataset |
| Rockwell Automation | Rockwell Automation Inc Defined Contribution Master Trust | 2023 | $1,232,041 | not reported in the loaded dataset |
| William Beaumont Hospital | Beaumont Health 403(B) Retirement Savings Plan | 2023 | $1,152,528 | not reported in the loaded dataset |
| Blue Cross And Blue Shield Of Florida, Inc. | Blue Cross And Blue Shield Of Florida, Inc. 401(K) Retirement Savings Plan | 2023 | $1,100,462 | not reported in the loaded dataset |
| Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) | Chubb Us 401(K) Plan | 2023 | $1,038,701 | not reported in the loaded dataset |
| Chevron Phillips Chemical Company Lp | Chevron Phillips Chemical Company Lp 401(K) Savings And Profit Sharing Plan | 2023 | $971,969 | not reported in the loaded dataset |
| Blue Cross And Blue Shield Of South Carolina | Blue Cross Blue Shield Of Sc Employee Savings And Salary Reduction Plan | 2023 | $970,659 | not reported in the loaded dataset |
| Oracle Corporation | Oracle Corporation 401(K) Savings And Investment Plan | 2023 | $953,761 | not reported in the loaded dataset |
| Warner Bros. Discovery, Inc. | Warner Bros. Discovery 401(K) Savings Plan | 2023 | $926,479 | not reported in the loaded dataset |
| S.C. Johnson & Son, Inc. | S.C. Johnson & Son, Inc. Employees Deferred Profit And Savings Plan | 2023 | $912,769 | not reported in the loaded dataset |
| Cambia Health Solutions, Inc. | Cambia Health Solutions, Inc. 401(K) Savings Plan | 2023 | $840,316 | not reported in the loaded dataset |
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Savings Plan | 2023 | $829,144 | not reported in the loaded dataset |
| The Hershey Company | The Hershey Company 401(K) Plan | 2023 | $816,669 | not reported in the loaded dataset |
| The Northern Trust Company | The Northern Trust Company Thrift-Incentive Plan | 2023 | $698,728 | not reported in the loaded dataset |
| Keysight Technologies, Inc. | Keysight Technologies, Inc. 401(K) Plan | 2023 | $665,496 | not reported in the loaded dataset |
| Henry Schein, Inc. | Henry Schein, Inc. 401(K) Savings Plan | 2023 | $653,069 | not reported in the loaded dataset |
| Akzo Nobel Inc. | Akzonobel Retirement Savings Plan | 2023 | $580,757 | not reported in the loaded dataset |
| Zimmer Biomet Holdings, Inc. | Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program | 2023 | $566,503 | not reported in the loaded dataset |
| Mayo Holding Company | Mayo Retirement Savings Plan | 2023 | $507,478 | not reported in the loaded dataset |
| Gerdau Ameristeel Us Inc. | Gerdau Ameristeel Us 401(K) Retirement Plan | 2023 | $496,213 | not reported in the loaded dataset |
| Hubbell Incorporated | Hubbell Incorporated Employee Savings & Investment Plan | 2023 | $467,102 | not reported in the loaded dataset |
| Blue Cross And Blue Shield Of North Carolina | Blue Cross And Blue Shield Of North Carolina 401(K) Plan | 2023 | $451,264 | not reported in the loaded dataset |
| Agilent Technologies, Inc. | Agilent Technologies, Inc. 401(K) Plan | 2023 | $404,265 | not reported in the loaded dataset |
| Motiva Enterprises LLC | Motiva 401(K) And Savings Plan | 2023 | $354,960 | not reported in the loaded dataset |
| Adient Us LLC | Adient Us LLC Savings And Investment (401k) Plan | 2023 | $320,637 | not reported in the loaded dataset |
| Sto Building Group, Inc. | Structure Tone Organization 401k Profit Sharing Plan | 2023 | $316,788 | not reported in the loaded dataset |
| Milliken & Company | The Milliken Retirement Plan | 2023 | $306,091 | not reported in the loaded dataset |
| Vf Corporation | Vf 401k Savings Plan | 2023 | $280,525 | not reported in the loaded dataset |
| Mayo Clinic Health System - Mankato | Mayo Clinic Health System 401(A) Plan | 2023 | $280,314 | not reported in the loaded dataset |
| Holland & Hart Llp | Holland & Hart Retirement Savings Plan | 2023 | $274,706 | not reported in the loaded dataset |
| J.R. Simplot Company | Simplot Retirement Savings Plan | 2023 | $252,546 | not reported in the loaded dataset |
| Blue Cross And Blue Shield Association | Blue Cross And Blue Shield Association Tax-Favored Savings Program | 2023 | $238,868 | not reported in the loaded dataset |
| Rpm International Inc. | Rpm International Inc. 401(K) Trust And Plan | 2023 | $235,226 | not reported in the loaded dataset |
| Nationwide Mutual Insurance Company | Nationwide Savings Plan | 2023 | $230,985 | not reported in the loaded dataset |
| Hunt Consolidated, Inc. | Hunt Consolidated, Inc. Fidelity Thrift Plan | 2023 | $226,693 | not reported in the loaded dataset |
| Prime Therapeutics LLC | Prime Therapeutics LLC 401(K) Plan | 2023 | $213,777 | not reported in the loaded dataset |
Related Form 5500 pages
- Mayo 403(B) Plan (plan 002)
- Mayo Clinic — all reported plans
- Delta 401(K) Retirement Plan (plan 004)
- Delta Air Lines, Inc. — all reported plans
- Duke Energy Retirement Savings Plan (plan 002)
- Duke Energy Corporation — all reported plans
- American Airlines, Inc. 401(K) Plan (plan 013)
- American Airlines, Inc. - Retirement — all reported plans
- Comcast Corporation Retirement - Investment Plan (plan 001)
- Comcast Corporation — all reported plans
- Cisco Systems,Inc. 401(K) Plan (plan 001)
- Cisco Systems,Inc. — all reported plans
- Dell Inc. 401(K) Plan (plan 001)
- Dell Inc. — all reported plans
- Delta 401(K) Retirement Plan For Pilots (plan 014)
- Paramount Global 401(K) Plan (Fka Viacomcbs 401(K) Plan) (plan 002)
- Paramount Global — all reported plans
- Ntess Savings And Income Plan (plan 008)
- National Technology & Engineering Solutions Of Sandia, LLC — all reported plans
- Exelon Corporation Employee Savings Plan (plan 003)
- Exelon Corporation — all reported plans
- The Permanente Medical Group, Inc. Salary Deferral Plan (plan 013)
- The Permanente Medical Group, Inc. — all reported plans
- Bristol-Myers Squibb Savings Plans Master Trust (plan 112)
- Bristol-Myers Squibb Company — all reported plans
- The Permanente Contribution Plan Of The Permanente Medical Group, Inc. (plan 040)
- American Airlines, Inc. 401(K) Plan For Pilots (plan 022)
- Rockwell Automation Inc Defined Contribution Master Trust (plan 001)
- Rockwell Automation — all reported plans
- Beaumont Health 403(B) Retirement Savings Plan (plan 002)
- William Beaumont Hospital — all reported plans
- Blue Cross And Blue Shield Of Florida, Inc. 401(K) Retirement Savings Plan (plan 002)
- Blue Cross And Blue Shield Of Florida, Inc. — all reported plans
- Chubb Us 401(K) Plan (plan 105)
- Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) — all reported plans
- Chevron Phillips Chemical Company Lp 401(K) Savings And Profit Sharing Plan (plan 001)
- Chevron Phillips Chemical Company Lp — all reported plans
- Blue Cross Blue Shield Of Sc Employee Savings And Salary Reduction Plan (plan 002)
- Blue Cross And Blue Shield Of South Carolina — all reported plans
- Oracle Corporation 401(K) Savings And Investment Plan (plan 001)
- Oracle Corporation — all reported plans
- Warner Bros. Discovery 401(K) Savings Plan (plan 001)
- Warner Bros. Discovery, Inc. — all reported plans
- S.C. Johnson & Son, Inc. Employees Deferred Profit And Savings Plan (plan 001)
- S.C. Johnson & Son, Inc. — all reported plans
- Cambia Health Solutions, Inc. 401(K) Savings Plan (plan 002)
- Cambia Health Solutions, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources