Jp Morgan Investment Management — 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, Jp Morgan Investment Management is reported as a service provider on 37 loaded Form 5500 filing(s) across 33 plan sponsor(s) and 35 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $16,856,400 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $16,856,400
- Reported indirect compensation
- $0
- Total reported compensation
- $16,856,400
- Filings
- 37
- Plan sponsors
- 33
- Plans
- 35
- 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 |
|---|---|---|---|
| Metal Trades Branch Local 638 Pension Fund | NY | 1 | $1,684,572 |
| Northrop Grumman Corporation | VA | 1 | $1,504,236 |
| Exelon Corporation | IL | 1 | $1,388,396 |
| Pepsico, Inc. | NY | 2 | $1,186,754 |
| Graco Inc. | MN | 1 | $1,117,207 |
| Pfizer Inc | NY | 1 | $1,060,801 |
| Ameren Corporation | MO | 1 | $884,776 |
| National Telecommunications Cooperative Association | VA | 1 | $803,002 |
| Board Of Trustees Steamfitters Industry Pension Fund | NY | 1 | $718,258 |
| International Union, Uaw | MI | 1 | $663,140 |
State footprint
Plans reporting Jp Morgan Investment Management are sponsored in NY (9), OH (3), CA (3), MI (2), MO (2), IL (2), PA (2), VA (2), WI (1), AZ (1), WV (1), DC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Northrop Grumman Corporation | Ng Db Mt Money Market Fund | 2023 | $1,504,236 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corporation Dcrp Master Trust - Real Estate | 2023 | $1,388,396 | not reported in the loaded dataset |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | 2023 | $1,142,879 | not reported in the loaded dataset |
| Graco Inc. | Graco Employee Retirement Plan - Blue | 2023 | $1,117,207 | not reported in the loaded dataset |
| Pfizer Inc | Master Trust Between Pfizer Inc And The Northern Trust Company | 2023 | $1,060,801 | not reported in the loaded dataset |
| Ameren Corporation | Ameren Retirement Plan | 2023 | $884,776 | not reported in the loaded dataset |
| National Telecommunications Cooperative Association | Retirement & Security Program And Savings Plan Of Ntca And Its Members Master Trust | 2023 | $803,002 | not reported in the loaded dataset |
| Board Of Trustees Steamfitters Industry Pension Fund | Steamfitters Industry Pension Fund | 2023 | $718,258 | not reported in the loaded dataset |
| International Union, Uaw | Uaw Master Pension Trust | 2023 | $663,140 | not reported in the loaded dataset |
| Huhtamaki Americas, Inc | Huhtamaki Retirement Accrual Plan | 2023 | $652,254 | not reported in the loaded dataset |
| Pepsico, Inc. | Pepsico, Inc. Employees Retirement Plan H | 2023 | $618,730 | not reported in the loaded dataset |
| Board Of Trustees For The Ibew 141 Profit Sharing Plan | Int Brotherhood Of Electrical Workers Local 141 Profit Sharing Plan | 2023 | $608,249 | $0 |
| Pepsico, Inc. | Pepsico Employees Retirement Plan I | 2023 | $568,024 | not reported in the loaded dataset |
| Market Value Stable Income Fund State Street Bank & Trust, Trustee | Hallmark Cards Incorporated Master Trust Mv Sif Market Value Stable Income Fund | 2023 | $564,231 | not reported in the loaded dataset |
| Chubb Ina Holdings Inc. | Pension Plan Of The Chubb Corporation | 2023 | $529,230 | $0 |
| The Cleveland-Cliffs Iron Company | Pension Plan For Hourly Employees Of The Cleveland-Cliffs Iron Company And Its Associated Employers | 2023 | $420,531 | not reported in the loaded dataset |
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $369,636 | not reported in the loaded dataset |
| Greater Pennsylvania Carpenters' Pension Fund | Greater Pennsylvania Carpenters' Pension Fund | 2023 | $353,207 | not reported in the loaded dataset |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | 2023 | $314,425 | not reported in the loaded dataset |
| Washington Gas Light Company | Washington Gas Light Company Employees' Pension Plan | 2023 | $310,000 | not reported in the loaded dataset |
| The Interpublic Group Of Companies, Inc. | The Interpublic Group Of Companies, Inc. Savings Plan | 2023 | $293,019 | not reported in the loaded dataset |
| Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | Chicago & Vicinity Laborers' District Council Pension Plan | 2023 | $288,000 | $0 |
| Board Of Trustees, Northern California Electrical | Northern California Electrical Workers Pension Plan | 2023 | $276,192 | not reported in the loaded dataset |
| Cleveland-Cliffs Inc. | Pension Plan For Employees Of Cleveland-Cliffs Inc And Its Associated Employers | 2023 | $263,053 | not reported in the loaded dataset |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | 2023 | $227,268 | not reported in the loaded dataset |
| American Electric Power Service Corporation | American Electric Power System Comprehensive Medical Plan | 2023 | $206,521 | not reported in the loaded dataset |
| Battelle Energy Alliance, LLC | Idaho National Laboratory Employee Retirement Plan | 2023 | $123,012 | not reported in the loaded dataset |
| Board Of Trustees Arizona Laborers & Teamsters Annuity Plan | Arizona Laborers & Teamsters Annuity Plan | 2023 | $95,948 | not reported in the loaded dataset |
| Industrial Employers & Distributors Association | Distributors Association Warehousemen'S Pension Trust | 2023 | $82,998 | $0 |
| Board Of Trustees,Laborers Pension Trust Fund-Detroit And Vicinity | Laborers Pension Trust Fund - Detroit And Vicinity | 2023 | $73,993 | $0 |
| Wakemed | Wakemed Pension Plan | 2023 | $66,604 | not reported in the loaded dataset |
| Trustees Of Ibew Local 531 & Neca Pension Plan | Ibew Local 531 & Neca Pension Plan | 2023 | $53,482 | $0 |
| Board Of Trustees Local 580 Annuity Fund | Local 580 Annuity Fund | 2023 | $53,281 | not reported in the loaded dataset |
| Board Of Trustees Local 580 Annuity Fund | Local 580 Annuity Fund | 2023 | $53,281 | not reported in the loaded dataset |
| Qbe Holdings, Inc. | Qbe Pension Equity Plan | 2023 | $47,349 | not reported in the loaded dataset |
| Board Of Trustees 32bj North Pension Fund | 32bj North Pension Fund | 2023 | $38,788 | $0 |
| Board Of Trustees, Opeiu Locals 30 & 537 | Opeiu Locals 30 & 537 Retirement Fund | 2023 | $22,399 | not reported in the loaded dataset |
Related Form 5500 pages
- Ng Db Mt Money Market Fund (plan 012)
- Northrop Grumman Corporation — all reported plans
- Exelon Corporation Dcrp Master Trust - Real Estate (plan 316)
- Exelon Corporation — all reported plans
- Metal Trades Branch Local 638 Pension Fund (plan 001)
- Metal Trades Branch Local 638 Pension Fund — all reported plans
- Graco Employee Retirement Plan - Blue (plan 008)
- Graco Inc. — all reported plans
- Master Trust Between Pfizer Inc And The Northern Trust Company (plan 001)
- Pfizer Inc — all reported plans
- Ameren Retirement Plan (plan 005)
- Ameren Corporation — all reported plans
- Retirement & Security Program And Savings Plan Of Ntca And Its Members Master Trust (plan 006)
- National Telecommunications Cooperative Association — all reported plans
- Steamfitters Industry Pension Fund (plan 001)
- Board Of Trustees Steamfitters Industry Pension Fund — all reported plans
- Uaw Master Pension Trust (plan 006)
- International Union, Uaw — all reported plans
- Huhtamaki Retirement Accrual Plan (plan 003)
- Huhtamaki Americas, Inc — all reported plans
- Pepsico, Inc. Employees Retirement Plan H (plan 121)
- Pepsico, Inc. — all reported plans
- Int Brotherhood Of Electrical Workers Local 141 Profit Sharing Plan (plan 001)
- Board Of Trustees For The Ibew 141 Profit Sharing Plan — all reported plans
- Pepsico Employees Retirement Plan I (plan 004)
- Hallmark Cards Incorporated Master Trust Mv Sif Market Value Stable Income Fund (plan 001)
- Market Value Stable Income Fund State Street Bank & Trust, Trustee — all reported plans
- Pension Plan Of The Chubb Corporation (plan 003)
- Chubb Ina Holdings Inc. — all reported plans
- Pension Plan For Hourly Employees Of The Cleveland-Cliffs Iron Company And Its Associated Employers (plan 004)
- The Cleveland-Cliffs Iron Company — all reported plans
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- Greater Pennsylvania Carpenters' Pension Fund (plan 001)
- Greater Pennsylvania Carpenters' Pension Fund — all reported plans
- Metal Trades Branch Local 638 Pension Fund (plan 001)
- Washington Gas Light Company Employees' Pension Plan (plan 001)
- Washington Gas Light Company — all reported plans
- The Interpublic Group Of Companies, Inc. Savings Plan (plan 003)
- The Interpublic Group Of Companies, Inc. — all reported plans
- Chicago & Vicinity Laborers' District Council Pension Plan (plan 002)
- Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund — all reported plans
- Northern California Electrical Workers Pension Plan (plan 001)
- Board Of Trustees, Northern California Electrical — all reported plans
- Pension Plan For Employees Of Cleveland-Cliffs Inc And Its Associated Employers (plan 003)
- Cleveland-Cliffs Inc. — all reported plans
- Metal Trades Branch Local 638 Pension Fund (plan 001)
- Form 5500 Schedule C explained
- Methodology
- Data sources