Plan5500

J.P. Morgan Investment Management I — 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 Management I is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,799,720 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$3.8MDirect + indirect, across loaded filings$3,799,720
Plans served7
Plan sponsors6
Filings7
Direct vs. indirect compensation
Direct compensation$3.8M
Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation48%Ecolab Inc.
Top state share of plans29%IL
Plan sponsors served6
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to J.P. Morgan Investment Management I. Bars show relative scale.

  1. 1
    Ecolab Inc.$1.8M
    MN · 1 plan(s)
  2. 2
    National Telecommunications Cooperative Association$912.5K
    VA · 1 plan(s)
  3. 3
    The Committee Of The Uaw Retiree Medical Benefits Trust$495K
    MI · 2 plan(s)
  4. 4
    Board Of Trustees Cement Masons' Pension Fund$275.3K
    IL · 1 plan(s)
  5. 5
    Board Of Trustees, 701 Pension Fund$194.6K
    IL · 1 plan(s)
  6. 6
    North Atlantic States Carpenters Annuity Plan$84.4K
    CT · 1 plan(s)
Geographic reach

State footprint

States where plans reporting J.P. Morgan Investment Management I are sponsored, by plan count.

  1. 1
    IL2 plan(s)
  2. 2
    MI2 plan(s)
  3. 3
    CT1 plan(s)
  4. 4
    MN1 plan(s)
  5. 5
    VA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Ecolab Pension Plan$1.8M
    Ecolab Inc., MN · Direct $1.8M · Indirect $0 · 2023
  2. 2
    Savings Plan For Employees Of Ntca And Its Members$912.5K
    National Telecommunications Cooperative Association, VA · Direct $912.5K · 2023
  3. 3
    Uaw Ford Retirees Medical Benefits Plan$290.5K
    The Committee Of The Uaw Retiree Medical Benefits Trust, MI · Direct $290.5K · 2023
  4. 4
    Pension Fund Of Cement Masons Union Local No. 502$275.3K
    Board Of Trustees Cement Masons' Pension Fund, IL · Direct $275.3K · Indirect $0 · 2023
  5. 5
    Uaw Chrysler Retirees Medical Benefits Plan$204.5K
    The Committee Of The Uaw Retiree Medical Benefits Trust, MI · Direct $204.5K · 2023
  6. 6
    Ibew Local 701 Pension Fund$194.6K
    Board Of Trustees, 701 Pension Fund, IL · Direct $194.6K · Indirect $0 · 2023
  7. 7
    North Atlantic States Carpenters Annuity Plan$84.4K
    North Atlantic States Carpenters Annuity Plan, CT · Direct $84.4K · 2023

Related Form 5500 pages