Income Research + Management — 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, Income Research + Management is reported as a service provider on 27 loaded Form 5500 filing(s) across 26 plan sponsor(s) and 27 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,393,095 and reported indirect compensation totals $36,844.
Reported compensation summary
- Reported direct compensation
- $6,393,095
- Reported indirect compensation
- $36,844
- Total reported compensation
- $6,429,939
- Filings
- 27
- Plan sponsors
- 26
- Plans
- 27
- 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 |
|---|---|---|---|
| Merck & Co., Inc. | NJ | 1 | $1,102,680 |
| Ford Motor Company | MI | 1 | $773,616 |
| Health Care Service Corporation, A Mutual Reserve Co. | TX | 1 | $540,123 |
| Siemens Medical Solutions Usa, Inc. | PA | 1 | $507,543 |
| Board Of Trustees Of The Building Service 32bj Pension Fund | NY | 1 | $499,008 |
| American International Group, Inc. | NY | 1 | $440,008 |
| Pinnacle West Capital Corporation | AZ | 1 | $407,749 |
| Alcoa Usa Corp. | PA | 1 | $380,051 |
| Cooper-Standard Automotive Inc. | MI | 1 | $314,333 |
| Reynolds American Inc. | NC | 1 | $242,526 |
State footprint
Plans reporting Income Research + Management are sponsored in NY (4), PA (4), CA (3), TX (3), MA (3), MI (2), AZ (2), MO (1), NC (1), NJ (1), ME (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Merck & Co., Inc. | Merck & Co., Inc. Master Retirement Trust | 2023 | $1,102,680 | not reported in the loaded dataset |
| Ford Motor Company | Ford Motor Company Trust Fund Fixed Income - Intermediate Credit | 2023 | $773,616 | not reported in the loaded dataset |
| Health Care Service Corporation, A Mutual Reserve Co. | Hcsc Master Pension Trust | 2023 | $540,123 | not reported in the loaded dataset |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans | 2023 | $507,543 | not reported in the loaded dataset |
| Board Of Trustees Of The Building Service 32bj Pension Fund | Building Service 32bj Pension Fund | 2023 | $499,008 | not reported in the loaded dataset |
| American International Group, Inc. | American International Group Inc Retirement Plan | 2023 | $440,008 | not reported in the loaded dataset |
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Retirement Plan | 2023 | $407,749 | not reported in the loaded dataset |
| Alcoa Usa Corp. | Pension Plans Master Trust For Alcoa Usa Corp. | 2023 | $380,051 | not reported in the loaded dataset |
| Cooper-Standard Automotive Inc. | Cooper-Standard Master Trust | 2023 | $314,333 | not reported in the loaded dataset |
| Reynolds American Inc. | Reynolds American Defined Benefit Master Trust | 2023 | $242,526 | not reported in the loaded dataset |
| Umass Memorial Health Care, Inc. | Umass Memorial Health Care Pension Plan | 2023 | $241,670 | not reported in the loaded dataset |
| Temple University Health System Inc | Temple University Health System, Inc. Consolidated Pension Plan | 2023 | $200,940 | not reported in the loaded dataset |
| Board Of Trustees Of The Equity-League Health Trust Fund | Equity-League Health Trust Fund | 2023 | $136,076 | not reported in the loaded dataset |
| Mainehealth | Maine Medical Center Pension Plan | 2023 | $86,312 | not reported in the loaded dataset |
| Sheet Metal Workers Local No. 17 Annuity Income Fund | Sheet Metal Workers Local 17 Annuity Income Fund | 2023 | $74,049 | not reported in the loaded dataset |
| Sunkist Retirement Board | Sunkist Investment Trust | 2023 | $72,230 | not reported in the loaded dataset |
| Pipefitters Union Local No. 537 | Pipefitters Union Local No. 537 Health And Welfare Fund | 2023 | $63,449 | not reported in the loaded dataset |
| Bunzl Usa, LLC | Bunzl Usa, LLC Retirement Plan | 2023 | $59,453 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund Of Makeup Artists & Hair Stylists | Pension Fund Of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse | 2023 | $55,649 | not reported in the loaded dataset |
| National Elevator Industry Health Benefit Plan Board Of Trustees | National Elevator Industry Health Benefit Plan | 2023 | $54,790 | not reported in the loaded dataset |
| Board Of Trustees, Meba Pension Trust-Defined Benefit Plan | Meba Pension Trust-Defined Benefit Plan | 2023 | $50,093 | not reported in the loaded dataset |
| Plumbers And Steamfitters Local No. 7 Welfare Fund | United Association Local No. 7 Welfare Fund | 2023 | $42,412 | not reported in the loaded dataset |
| Bechtel Global Corporation | Master Trust For Certain Tax-Qualified Bechtel Retirement Plans | 2023 | $0 | $36,844 |
| El Paso Electric Company | Retirement Income Plan For Employees Of El Paso Electric Company | 2023 | $20,230 | not reported in the loaded dataset |
| Board Of Trustees, Umwa Prefunded Benefit Plan | United Mine Workers Of America Prefunded Benefit Plan | 2023 | $18,510 | $0 |
| Board Of Trustees, San Francisco Culinary Bartenders & | San Francisco Culinary Bartenders & Service Employees Welfare Fund | 2023 | $9,140 | not reported in the loaded dataset |
| El Paso Electric Company | El Paso Electric Company Retiree Welfare Benefits Plan | 2023 | $455 | not reported in the loaded dataset |
Related Form 5500 pages
- Merck & Co., Inc. Master Retirement Trust (plan 001)
- Merck & Co., Inc. — all reported plans
- Ford Motor Company Trust Fund Fixed Income - Intermediate Credit (plan 118)
- Ford Motor Company — all reported plans
- Hcsc Master Pension Trust (plan 008)
- Health Care Service Corporation, A Mutual Reserve Co. — all reported plans
- Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans (plan 001)
- Siemens Medical Solutions Usa, Inc. — all reported plans
- Building Service 32bj Pension Fund (plan 001)
- Board Of Trustees Of The Building Service 32bj Pension Fund — all reported plans
- American International Group Inc Retirement Plan (plan 002)
- American International Group, Inc. — all reported plans
- Pinnacle West Capital Corporation Retirement Plan (plan 001)
- Pinnacle West Capital Corporation — all reported plans
- Pension Plans Master Trust For Alcoa Usa Corp. (plan 101)
- Alcoa Usa Corp. — all reported plans
- Cooper-Standard Master Trust (plan 001)
- Cooper-Standard Automotive Inc. — all reported plans
- Reynolds American Defined Benefit Master Trust (plan 011)
- Reynolds American Inc. — all reported plans
- Umass Memorial Health Care Pension Plan (plan 005)
- Umass Memorial Health Care, Inc. — all reported plans
- Temple University Health System, Inc. Consolidated Pension Plan (plan 007)
- Temple University Health System Inc — all reported plans
- Equity-League Health Trust Fund (plan 501)
- Board Of Trustees Of The Equity-League Health Trust Fund — all reported plans
- Maine Medical Center Pension Plan (plan 001)
- Mainehealth — all reported plans
- Sheet Metal Workers Local 17 Annuity Income Fund (plan 003)
- Sheet Metal Workers Local No. 17 Annuity Income Fund — all reported plans
- Sunkist Investment Trust (plan 001)
- Sunkist Retirement Board — all reported plans
- Pipefitters Union Local No. 537 Health And Welfare Fund (plan 501)
- Pipefitters Union Local No. 537 — all reported plans
- Bunzl Usa, LLC Retirement Plan (plan 003)
- Bunzl Usa, LLC — all reported plans
- Pension Fund Of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse (plan 001)
- Board Of Trustees Of Pension Fund Of Makeup Artists & Hair Stylists — all reported plans
- National Elevator Industry Health Benefit Plan (plan 501)
- National Elevator Industry Health Benefit Plan Board Of Trustees — all reported plans
- Meba Pension Trust-Defined Benefit Plan (plan 001)
- Board Of Trustees, Meba Pension Trust-Defined Benefit Plan — all reported plans
- United Association Local No. 7 Welfare Fund (plan 501)
- Plumbers And Steamfitters Local No. 7 Welfare Fund — all reported plans
- Master Trust For Certain Tax-Qualified Bechtel Retirement Plans (plan 001)
- Bechtel Global Corporation — all reported plans
- Retirement Income Plan For Employees Of El Paso Electric Company (plan 001)
- El Paso Electric Company — all reported plans
- United Mine Workers Of America Prefunded Benefit Plan (plan 501)
- Board Of Trustees, Umwa Prefunded Benefit Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources