Jp Morgan Securities Inc — 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 Securities Inc is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $525,231 and reported indirect compensation totals $78,026.
Reported compensation summary
- Reported direct compensation
- $525,231
- Reported indirect compensation
- $78,026
- Total reported compensation
- $603,257
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| All Weather Portfolio Limited | CT | 1 | $298,094 |
| Bridgewater Pure Alpha Funds, Ltd. | CT | 1 | $79,978 |
| Aberdeen Asset Management | MO | 1 | $78,026 |
| Bridgewater Optimal Portfolio, Ltd. | CT | 1 | $51,001 |
| Bridgewater All Weather Portfolio Iii, Ltd. | CT | 1 | $40,915 |
| Bw-M Pa 24, Ltd. | CT | 1 | $30,815 |
| Bridgewater All Weather Portfolio Ii, Ltd. | CT | 1 | $24,428 |
State footprint
Plans reporting Jp Morgan Securities Inc are sponsored in CT (6), MO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| All Weather Portfolio Limited | All Weather Portfolio Limited | 2023 | $298,094 | not reported in the loaded dataset |
| Bridgewater Pure Alpha Funds, Ltd. | Bridgewater Pure Alpha Funds, Ltd. | 2023 | $79,978 | not reported in the loaded dataset |
| Aberdeen Asset Management | Emerging Markets Equity Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. | 2023 | $0 | $78,026 |
| Bridgewater Optimal Portfolio, Ltd. | Bridgewater Optimal Portfolio, Ltd. | 2023 | $51,001 | not reported in the loaded dataset |
| Bridgewater All Weather Portfolio Iii, Ltd. | Bridgewater All Weather Portfolio Iii, Ltd. | 2023 | $40,915 | not reported in the loaded dataset |
| Bw-M Pa 24, Ltd. | Bw-M Pa 24, Ltd. | 2023 | $30,815 | not reported in the loaded dataset |
| Bridgewater All Weather Portfolio Ii, Ltd. | Bridgewater All Weather Portfolio Ii, Ltd. | 2023 | $24,428 | not reported in the loaded dataset |
Related Form 5500 pages
- All Weather Portfolio Limited (plan 001)
- All Weather Portfolio Limited — all reported plans
- Bridgewater Pure Alpha Funds, Ltd. (plan 001)
- Bridgewater Pure Alpha Funds, Ltd. — all reported plans
- Emerging Markets Equity Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. (plan 001)
- Aberdeen Asset Management — all reported plans
- Bridgewater Optimal Portfolio, Ltd. (plan 001)
- Bridgewater Optimal Portfolio, Ltd. — all reported plans
- Bridgewater All Weather Portfolio Iii, Ltd. (plan 001)
- Bridgewater All Weather Portfolio Iii, Ltd. — all reported plans
- Bw-M Pa 24, Ltd. (plan 001)
- Bw-M Pa 24, Ltd. — all reported plans
- Bridgewater All Weather Portfolio Ii, Ltd. (plan 001)
- Bridgewater All Weather Portfolio Ii, Ltd. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources