Institutional Shareholder Services — 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, Institutional Shareholder Services is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $119,667 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $119,667
- Reported indirect compensation
- $0
- Total reported compensation
- $119,667
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Ssm Health Care Corporation | MO | 1 | $39,180 |
| Fca Us LLC | MI | 1 | $38,827 |
| International Business Machines Corporation | NY | 1 | $24,222 |
| The Kroger Co | OH | 1 | $7,000 |
| Board Of Trustees Iron Workers | MA | 1 | $5,313 |
| Board Of Trustees, Southern California Local 831 - | CA | 1 | $5,125 |
State footprint
Plans reporting Institutional Shareholder Services are sponsored in CA (1), MA (1), MI (1), MO (1), NY (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ssm Health Care Corporation | Ssm Health Care System Master Pension Trust | 2023 | $39,180 | not reported in the loaded dataset |
| Fca Us LLC | Fca Us LLC Master Retirement Trust Balanced Pool | 2023 | $38,827 | not reported in the loaded dataset |
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $24,222 | not reported in the loaded dataset |
| The Kroger Co | The Kroger Co Master Retirement Trust | 2023 | $7,000 | $0 |
| Board Of Trustees Iron Workers | Iron Workers District Council Of New England Pension Fund | 2023 | $5,313 | not reported in the loaded dataset |
| Board Of Trustees, Southern California Local 831 - | Southern California Local 831 - Employer Pension Fund | 2023 | $5,125 | $0 |
Related Form 5500 pages
- Ssm Health Care System Master Pension Trust (plan 009)
- Ssm Health Care Corporation — all reported plans
- Fca Us LLC Master Retirement Trust Balanced Pool (plan 059)
- Fca Us LLC — all reported plans
- Ibm Personal Pension Plan (plan 001)
- International Business Machines Corporation — all reported plans
- The Kroger Co Master Retirement Trust (plan 008)
- The Kroger Co — all reported plans
- Iron Workers District Council Of New England Pension Fund (plan 001)
- Board Of Trustees Iron Workers — all reported plans
- Southern California Local 831 - Employer Pension Fund (plan 001)
- Board Of Trustees, Southern California Local 831 - — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources