Invesco Trust Company — 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, Invesco Trust Company is reported as a service provider on 58 loaded Form 5500 filing(s) across 58 plan sponsor(s) and 58 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $11,759,394 and reported indirect compensation totals $186,001.
Reported compensation summary
- Reported direct compensation
- $11,759,394
- Reported indirect compensation
- $186,001
- Total reported compensation
- $11,945,395
- Filings
- 58
- Plan sponsors
- 58
- Plans
- 58
- 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 |
|---|---|---|---|
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | WA | 1 | $2,025,947 |
| Siemens Energy, Inc. | FL | 1 | $1,680,609 |
| Hawaiian Electric Industries, Inc. | HI | 1 | $978,083 |
| Pfizer Inc | NY | 1 | $824,316 |
| Lumen Technologies, Inc. | LA | 1 | $600,346 |
| Siemens Medical Solutions Usa, Inc. | PA | 1 | $525,352 |
| Board Of Trustees, Southern Nevada Culinary And | NV | 1 | $459,681 |
| Genuine Parts Company | GA | 1 | $437,377 |
| Board Of Trustees Of Mid-America Carpenters Regional Council Pension F | IL | 1 | $432,167 |
| Joint Board Of Trustees Southwest Carpenters Pension Trust | CA | 1 | $403,935 |
State footprint
Plans reporting Invesco Trust Company are sponsored in NY (9), WA (6), NJ (5), IL (4), DC (4), CA (4), TN (3), WI (2), HI (2), LA (2), MD (2), MN (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | Western Conference Of Teamsters Pension Plan | 2023 | $2,025,947 | not reported in the loaded dataset |
| Siemens Energy, Inc. | Siemens Energy, Inc. Savings Plan | 2023 | $1,680,609 | $0 |
| Hawaiian Electric Industries, Inc. | Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries | 2023 | $978,083 | not reported in the loaded dataset |
| Pfizer Inc | Pfizer Savings Plan | 2023 | $638,315 | $186,001 |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Contribution Plan Master | 2023 | $600,346 | $0 |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans | 2023 | $525,352 | $0 |
| Board Of Trustees, Southern Nevada Culinary And | Southern Nevada Culinary And Bartenders Pension Plan | 2023 | $459,681 | $0 |
| Genuine Parts Company | Genuine Parts Company Pension Plan | 2023 | $437,377 | $0 |
| Board Of Trustees Of Mid-America Carpenters Regional Council Pension F | Mid-America Carpenters Regional Council Pension Fund | 2023 | $432,167 | $0 |
| Joint Board Of Trustees Southwest Carpenters Pension Trust | Southwest Carpenters Pension Trust | 2023 | $403,935 | $0 |
| Board Of Trustees Mason Tenders District Council Annuity Fund | Mason Tenders District Council Annuity Fund | 2023 | $338,120 | $0 |
| Siemens Corporation | Master Trust For Siemens Savings Plans | 2023 | $286,031 | $0 |
| Carpenters Pension Trust Fund For Northern California | Carpenters Pension Trust Fund For Northern California | 2023 | $238,421 | $0 |
| Bot, Wa State Plumbing And Pipefitting Industry Pension Plan | Wa State Plumbing And Pipefitting Industry Pension Plan | 2023 | $191,688 | not reported in the loaded dataset |
| U A Local Union Officers & Employees Pension Fund | United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan | 2023 | $173,858 | $0 |
| Board Of Trustees Of Liuna Staff And Affiliates Pension Fund | Liuna Staff And Affiliates Pension Fund | 2023 | $151,428 | $0 |
| Bot, Western Wa Laborers-Employers Pension Trust | Western Washington Laborers-Employers Pension Plan | 2023 | $149,545 | $0 |
| Board Of Trustees, Iron Workers Local No. 5 & Iwea | Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund | 2023 | $147,834 | $0 |
| Board Of Trustees Of The Liuna National (Industrial) Pension Fund | Liuna National (Industrial) Pension Fund | 2023 | $147,186 | $0 |
| Joint Board Of Trustees Of North Central States Regional Council Of | North Central States Regional Council Of Carpenters Pension Fund | 2023 | $143,563 | not reported in the loaded dataset |
| Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations | Afl-Cio Staff Retirement Plan | 2023 | $123,465 | $0 |
| Board Of Trustees Gciu-Employer Retirement Benefit Plan | Gciu - Employer Retirement Benefit Plan | 2023 | $122,692 | $0 |
| Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl | International Union Of Operating Engineers Local 25 Marine Division Annuity Plan | 2023 | $120,341 | not reported in the loaded dataset |
| Board Of Joint Trustees Of North Central States Regional Council Of | North Central States Regional Council Of Carpenters Health Fund | 2023 | $97,415 | not reported in the loaded dataset |
| Board Of Trustees, Alaska Plumbing & Pipefitting Industry Pension Plan | Alaska Plumbing And Pipefitting Industry Pension Plan | 2023 | $93,140 | $0 |
| Board Of Trustees, Puget Sound Electrical Workers Pension Trust | Puget Sound Electrical Workers Pension Plan | 2023 | $92,326 | $0 |
| Board Of Trustees Of Pension Fund | Pension Fund United Scenic Artists Local 829 | 2023 | $85,439 | not reported in the loaded dataset |
| Trustees Of Minneapolis Retail Meat Cutters And Food Handlers Pension | Minneapolis Retail Meat Cutters And Food Handlers Pension Fund | 2023 | $82,653 | $0 |
| Ubs Financial Services Inc. | Ubs Financial Services Inc. Pension Plan | 2023 | $77,355 | $0 |
| Hawaiian Electric Company, Inc. | Postretirement Welfare Benefits Plan For Employees Of Hawaiian Electric Company, Inc. And Participating Employers | 2023 | $66,810 | not reported in the loaded dataset |
| Siemens Corporation | Siemens Pension Plan | 2023 | $63,725 | not reported in the loaded dataset |
| Unite Here Health | Unite Here Health Staff Pension Plan | 2023 | $54,864 | $0 |
| Transit Management Of Southeast Louisiana, Inc. | Transit Management Of Southeast Louisiana, Inc. Retirement Income Plan | 2023 | $54,273 | $0 |
| Carpenters Pension Trust Fund Of Kansas City | Carpenters Pension Trust Fund Of Kansas City | 2023 | $52,045 | $0 |
| Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund | Pension And Annuity Plan Of The Bricklayers Pension Fund | 2023 | $47,225 | $0 |
| The Board Of Trustees Of The Mosaic Terrazzo Workers Annuity Fund | Mosaic & Terrazzo Workers' Annuity Fund | 2023 | $42,682 | $0 |
| Board Of Trustees Operating Engineers Local 649 Annuity Trust Fund | Operating Engineers Local 649 Annuity Trust Fund | 2023 | $41,073 | $0 |
| Board Of Trustees Of Nycdcc Pension Fund | New York District Council Of Carpenters Pension Pl | 2023 | $33,780 | $0 |
| Spx Enterprises, LLC | Spx Master Trust Fund Jp Morgan Chase Bank, Trustee | 2023 | $29,672 | $0 |
| Board Of Trustees Ibew Local Union No. 99 Retirement Plan | International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan | 2023 | $26,961 | $0 |
| Board Of Trustees Of International Brotherhood Of Electrical Workers | International Brotherhood Of Electrical Workers Seventh District Retirement Benefit And Trust Fund | 2023 | $26,222 | not reported in the loaded dataset |
| Pbg Puerto Rico LLC | Pfizer Savings Plan For Employees Resident In Puerto Rico | 2023 | $25,573 | $0 |
| Dc 37 Local 389 Home Care Employees Pension Fund | Dc 37 Local 389 Home Care Employees Pension Fund | 2023 | $23,440 | not reported in the loaded dataset |
| United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee | Carpenters Labor-Management Pension Plan | 2023 | $17,538 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Local 808 Ibt Pension Fund | Local 808 Ibt Pension Plan | 2023 | $14,733 | not reported in the loaded dataset |
| U.A. Local No. 159 Pension Trust | U. A. Local No. 159 Defined Benefit Plan | 2023 | $14,334 | $0 |
| District Council 37 - Local 389 Home Care Employees Health And Welfare | District Council 37 Local 389 Home Care Employees Health And Welfare Fund | 2023 | $13,811 | $0 |
| Board Of Trustees Of The Central South Carpenters And Millwrights Defi | Central South Carpenters And Milwrights Defined Contribution Fund | 2023 | $12,818 | not reported in the loaded dataset |
| Warehouse Employees Local No. 570 Trust Fund | Warehouse Employees Local No. 570 Trust Plan | 2023 | $11,247 | not reported in the loaded dataset |
| Board Of Trustees Of Stone Setters | Stone Setters Annuity Fund Local 84 | 2023 | $10,996 | not reported in the loaded dataset |
Related Form 5500 pages
- Western Conference Of Teamsters Pension Plan (plan 001)
- Western Conference Of Teamsters Pension Trust Fund Board Of Trustees — all reported plans
- Siemens Energy, Inc. Savings Plan (plan 021)
- Siemens Energy, Inc. — all reported plans
- Retirement Plan For Employees Of Hawaiian Electric Industries, Inc. And Participating Subsidiaries (plan 001)
- Hawaiian Electric Industries, Inc. — all reported plans
- Pfizer Savings Plan (plan 002)
- Pfizer Inc — all reported plans
- Centurylink, Inc. Defined Contribution Plan Master (plan 006)
- Lumen Technologies, Inc. — all reported plans
- Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans (plan 001)
- Siemens Medical Solutions Usa, Inc. — all reported plans
- Southern Nevada Culinary And Bartenders Pension Plan (plan 001)
- Board Of Trustees, Southern Nevada Culinary And — all reported plans
- Genuine Parts Company Pension Plan (plan 001)
- Genuine Parts Company — all reported plans
- Mid-America Carpenters Regional Council Pension Fund (plan 001)
- Board Of Trustees Of Mid-America Carpenters Regional Council Pension F — all reported plans
- Southwest Carpenters Pension Trust (plan 001)
- Joint Board Of Trustees Southwest Carpenters Pension Trust — all reported plans
- Mason Tenders District Council Annuity Fund (plan 076)
- Board Of Trustees Mason Tenders District Council Annuity Fund — all reported plans
- Master Trust For Siemens Savings Plans (plan 001)
- Siemens Corporation — all reported plans
- Carpenters Pension Trust Fund For Northern California (plan 001)
- Carpenters Pension Trust Fund For Northern California — all reported plans
- Wa State Plumbing And Pipefitting Industry Pension Plan (plan 001)
- Bot, Wa State Plumbing And Pipefitting Industry Pension Plan — all reported plans
- United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan (plan 333)
- U A Local Union Officers & Employees Pension Fund — all reported plans
- Liuna Staff And Affiliates Pension Fund (plan 001)
- Board Of Trustees Of Liuna Staff And Affiliates Pension Fund — all reported plans
- Western Washington Laborers-Employers Pension Plan (plan 001)
- Bot, Western Wa Laborers-Employers Pension Trust — all reported plans
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund (plan 001)
- Board Of Trustees, Iron Workers Local No. 5 & Iwea — all reported plans
- Liuna National (Industrial) Pension Fund (plan 001)
- Board Of Trustees Of The Liuna National (Industrial) Pension Fund — all reported plans
- North Central States Regional Council Of Carpenters Pension Fund (plan 001)
- Joint Board Of Trustees Of North Central States Regional Council Of — all reported plans
- Afl-Cio Staff Retirement Plan (plan 001)
- Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations — all reported plans
- Gciu - Employer Retirement Benefit Plan (plan 001)
- Board Of Trustees Gciu-Employer Retirement Benefit Plan — all reported plans
- International Union Of Operating Engineers Local 25 Marine Division Annuity Plan (plan 002)
- Int'L Union Of Operating Engineers Local 25 Marine Division Annuity Pl — all reported plans
- North Central States Regional Council Of Carpenters Health Fund (plan 501)
- Board Of Joint Trustees Of North Central States Regional Council Of — all reported plans
- Alaska Plumbing And Pipefitting Industry Pension Plan (plan 001)
- Board Of Trustees, Alaska Plumbing & Pipefitting Industry Pension Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources