J.P. Morgan Securities LLC — 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 Securities LLC is reported as a service provider on 22 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 22 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $673,540 and reported indirect compensation totals $274,453.
Reported compensation summary
- Reported direct compensation
- $673,540
- Reported indirect compensation
- $274,453
- Total reported compensation
- $947,993
- Filings
- 22
- Plan sponsors
- 20
- Plans
- 22
- 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 |
|---|---|---|---|
| Pmc Specialties Group, Inc. | CA | 1 | $179,219 |
| Wood Real Estate Investors, LLC | GA | 1 | $90,196 |
| Hill Country Memorial Hospital | TX | 1 | $85,927 |
| Msk Group, Pc Dba Orthosouth | TN | 1 | $65,506 |
| 24 Seven, LLC | NY | 1 | $63,519 |
| Redwood Logistics, LLC | IL | 1 | $61,580 |
| Arrowstreet Capital, Limited Partnership | MA | 2 | $60,626 |
| Monongahela Valley Hospital, Inc. | PA | 2 | $60,204 |
| Morselife Inc. | FL | 1 | $51,362 |
| Landmark Properties Real Estate Partners, LLC | GA | 1 | $44,540 |
State footprint
Plans reporting J.P. Morgan Securities LLC are sponsored in CA (3), NJ (3), NY (3), PA (3), FL (2), GA (2), MA (2), IL (1), VA (1), TN (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pmc Specialties Group, Inc. | Pmc Consolidated Pension Plan Covering Certain Employee Groups | 2023 | $179,219 | not reported in the loaded dataset |
| Wood Real Estate Investors, LLC | Wood Partners Retirement & Savings Plan | 2023 | $90,148 | $48 |
| Hill Country Memorial Hospital | Hill Country Memorial Hospital 403(B) Retirement Plan | 2023 | $85,927 | not reported in the loaded dataset |
| Msk Group, Pc Dba Orthosouth | Orthosouth 401(K) Profit Sharing Plan | 2023 | $0 | $65,506 |
| 24 Seven, LLC | 24 Seven, LLC 401(K) Plan | 2023 | $0 | $63,519 |
| Redwood Logistics, LLC | Redwood Logistics, LLC 401(K) Plan | 2023 | $0 | $61,580 |
| Arrowstreet Capital, Limited Partnership | Arrowstreet Global Equity - Alpha Extension Fund | 2023 | $55,535 | not reported in the loaded dataset |
| Morselife Inc. | Morselife Tax Deferred Annuity Plan | 2023 | $51,332 | $30 |
| Monongahela Valley Hospital, Inc. | Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 002 | 2023 | $45,341 | $23 |
| Landmark Properties Real Estate Partners, LLC | Landmark Properties Real Estate Partners, LLC 401(K) Plan | 2023 | $0 | $44,540 |
| Datacor, Inc. | Datacor, Inc. 401(K) Plan | 2023 | $38,276 | $11 |
| Nokia Of America Corporation | Lucent Technologies Inc. Master Pension Trust | 2023 | $33,232 | not reported in the loaded dataset |
| The Harry Fox Agency LLC | The Harry Fox Agency LLC Pension Plan | 2023 | $30,899 | not reported in the loaded dataset |
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $0 | $22,903 |
| Ace Hotel Group, LLC | Ace Hotel Group 401(K) Plan | 2023 | $19,066 | not reported in the loaded dataset |
| Hillview Mental Health Center, Inc. | Hillview Mental Health Center, Inc. 401(K) Defined Contribution Plan | 2023 | $0 | $16,258 |
| Monongahela Valley Hospital, Inc. | Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 003 | 2023 | $14,824 | $16 |
| Umh Properties, Inc. | Umh Properties, Inc. 401(K) Plan | 2023 | $13,723 | $1 |
| Mon-Vale Health Resources, Inc. | Mon-Vale 401(K) Savings Plan | 2023 | $7,058 | $18 |
| Arrowstreet Capital, Limited Partnership | Arrowstreet International Equity - Alpha Extension Fund | 2023 | $5,091 | not reported in the loaded dataset |
| Fsr Trucking, Inc. Dba Postal Carrier Corp. | Fsr Trucking, Inc. Prevailing Wage Plan | 2023 | $3,869 | not reported in the loaded dataset |
| Directv Entertainment Holdings LLC | Directv Bargained Pension Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Pmc Consolidated Pension Plan Covering Certain Employee Groups (plan 004)
- Pmc Specialties Group, Inc. — all reported plans
- Wood Partners Retirement & Savings Plan (plan 001)
- Wood Real Estate Investors, LLC — all reported plans
- Hill Country Memorial Hospital 403(B) Retirement Plan (plan 003)
- Hill Country Memorial Hospital — all reported plans
- Orthosouth 401(K) Profit Sharing Plan (plan 001)
- Msk Group, Pc Dba Orthosouth — all reported plans
- 24 Seven, LLC 401(K) Plan (plan 001)
- 24 Seven, LLC — all reported plans
- Redwood Logistics, LLC 401(K) Plan (plan 001)
- Redwood Logistics, LLC — all reported plans
- Arrowstreet Global Equity - Alpha Extension Fund (plan 001)
- Arrowstreet Capital, Limited Partnership — all reported plans
- Morselife Tax Deferred Annuity Plan (plan 001)
- Morselife Inc. — all reported plans
- Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 002 (plan 002)
- Monongahela Valley Hospital, Inc. — all reported plans
- Landmark Properties Real Estate Partners, LLC 401(K) Plan (plan 001)
- Landmark Properties Real Estate Partners, LLC — all reported plans
- Datacor, Inc. 401(K) Plan (plan 001)
- Datacor, Inc. — all reported plans
- Lucent Technologies Inc. Master Pension Trust (plan 001)
- Nokia Of America Corporation — all reported plans
- The Harry Fox Agency LLC Pension Plan (plan 001)
- The Harry Fox Agency LLC — all reported plans
- Dominion Energy, Inc. Defined Benefit Master Trust (plan 047)
- Dominion Energy, Inc. — all reported plans
- Ace Hotel Group 401(K) Plan (plan 001)
- Ace Hotel Group, LLC — all reported plans
- Hillview Mental Health Center, Inc. 401(K) Defined Contribution Plan (plan 005)
- Hillview Mental Health Center, Inc. — all reported plans
- Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 003 (plan 003)
- Umh Properties, Inc. 401(K) Plan (plan 001)
- Umh Properties, Inc. — all reported plans
- Mon-Vale 401(K) Savings Plan (plan 001)
- Mon-Vale Health Resources, Inc. — all reported plans
- Arrowstreet International Equity - Alpha Extension Fund (plan 006)
- Fsr Trucking, Inc. Prevailing Wage Plan (plan 001)
- Fsr Trucking, Inc. Dba Postal Carrier Corp. — all reported plans
- Directv Bargained Pension Plan (plan 001)
- Directv Entertainment Holdings LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources