J.P. Morgan Investment — 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, J.P. Morgan Investment is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,022,494 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$7,022,494
Reported indirect compensation
$0
Total reported compensation
$7,022,494
Filings
10
Plan sponsors
10
Plans
10
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

Plan sponsors reporting the most compensation to J.P. Morgan Investment
SponsorStatePlansReported compensation
Rtx CorporationCT1$3,126,207
Verizon Communications Inc.NJ1$1,436,475
Ppg Industries, Inc.PA1$632,671
Skf Usa Inc.PA1$543,844
Evergy, Inc.MO1$400,875
National Grid Usa Service Company, Inc.NY1$378,091
Board Of Trustees, Iron Workers Local No. 5 & IweaWA1$239,581
Paramount GlobalNY1$221,430
Constellation Energy Generation LLCPA1$27,266
Schneider Electric Holdings, Inc.IL1$16,054

State footprint

Plans reporting J.P. Morgan Investment are sponsored in PA (3), NY (2), MO (1), CT (1), WA (1), NJ (1), IL (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Rtx CorporationRtx Master Retirement Trust2023$3,126,207not reported in the loaded dataset
Verizon Communications Inc.Bell Atlantic Master Trust2023$1,436,475not reported in the loaded dataset
Ppg Industries, Inc.Ppg Industries, Inc. Pension Plan Trust2023$632,671$0
Skf Usa Inc.Skf Usa Inc. Master Trust2023$543,844not reported in the loaded dataset
Evergy, Inc.Evergy, Inc. Retirement Plan2023$400,875not reported in the loaded dataset
National Grid Usa Service Company, Inc.National Grid Usa Companies Final Average Pay Pension Plan2023$378,091not reported in the loaded dataset
Board Of Trustees, Iron Workers Local No. 5 & IweaIron Workers Local No. 5 & Iwea Employees Pension Trust Fund2023$239,581$0
Paramount GlobalParamount Global Master Trust2023$221,430$0
Constellation Energy Generation LLCConstellation Health Care Program2023$27,266not reported in the loaded dataset
Schneider Electric Holdings, Inc.Invensys Pension Plan2023$16,054not reported in the loaded dataset

Related Form 5500 pages