Jpmorgan Chase Bank, N.A. — 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, Jpmorgan Chase Bank, N.A. is reported as a service provider on 88 loaded Form 5500 filing(s) across 69 plan sponsor(s) and 87 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $27,033,735 and reported indirect compensation totals $541,297.
Reported compensation summary
- Reported direct compensation
- $27,033,735
- Reported indirect compensation
- $541,297
- Total reported compensation
- $27,575,032
- Filings
- 88
- Plan sponsors
- 69
- Plans
- 87
- 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 |
|---|---|---|---|
| Jpmorgan Chase Bank, National Association | NJ | 2 | $5,670,674 |
| The Boeing Co. And Consolidated Subsidiaries | WA | 3 | $3,978,427 |
| Ath Holding Company LLC | IN | 5 | $2,576,122 |
| Lumen Technologies, Inc. | LA | 1 | $1,517,623 |
| United Services Automobile Association | TX | 1 | $1,490,233 |
| Fca Us LLC | MI | 1 | $918,396 |
| Board Of Trustees Of Local 282 | NY | 1 | $773,916 |
| Davis Polk & Wardwell Llp | NY | 1 | $772,802 |
| Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan | GA | 1 | $579,490 |
| Siemens Corporation | NJ | 1 | $516,940 |
State footprint
Plans reporting Jpmorgan Chase Bank, N.A. are sponsored in NY (19), NJ (11), IN (8), IL (5), WA (4), MA (4), MI (4), PA (4), TX (3), FL (3), CT (3), CA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase Retirement Plan | 2023 | $4,604,564 | not reported in the loaded dataset |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Retirement Plans Master Trust | 2023 | $3,929,531 | $0 |
| Ath Holding Company LLC | Elevance Health Cash Balance Plan A | 2023 | $1,919,322 | $0 |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Contribution Plan Master | 2023 | $1,517,623 | not reported in the loaded dataset |
| United Services Automobile Association | Usaa Pension Plan | 2023 | $1,490,233 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase 401(K) Savings Plan | 2023 | $1,066,110 | not reported in the loaded dataset |
| Fca Us LLC | Fca Us LLC Master Retirement Trust Balanced Pool | 2023 | $918,396 | $0 |
| Board Of Trustees Of Local 282 | Local 282 Pension Trust Fund | 2023 | $773,916 | not reported in the loaded dataset |
| Davis Polk & Wardwell Llp | Davis Polk Pension Plan Master Trust | 2023 | $772,802 | $0 |
| Ath Holding Company LLC | Elevance Health Cash Balance Plan B | 2023 | $654,038 | $0 |
| Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan | United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan | 2023 | $579,490 | not reported in the loaded dataset |
| Siemens Corporation | Siemens Pension Plan | 2023 | $516,940 | $0 |
| Premera | Premera Pension Equity Plan | 2023 | $456,266 | not reported in the loaded dataset |
| Board Of Trustees Of National Integrated Group Pension Plan | National Integrated Group Pension Plan | 2023 | $415,260 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund | Pension Fund United Scenic Artists Local 829 | 2023 | $414,379 | not reported in the loaded dataset |
| Siemens Energy, Inc. | Siemens Energy, Inc. Pension Plan | 2023 | $363,575 | $388 |
| Nokia Of America Corporation | Nokia Savings/401(K) Plan | 2023 | $361,033 | not reported in the loaded dataset |
| Puerto Rico Telephone Company | Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees | 2023 | $330,234 | $0 |
| Bae Systems, Inc. | Bae Systems Retiree Welfare Benefit Plan | 2023 | $323,201 | $0 |
| Ath Holding Company LLC | Elevance Health Master Trust | 2023 | $230,809 | $65,019 |
| Ingersoll Rand Industrial U.S., Inc. | Ingersoll Rand Industrial U.S., Inc. Pension Plan | 2023 | $284,950 | $2,965 |
| Teachers College Columbia University | Retirement Plan For Non-Academic Employees | 2023 | $281,925 | not reported in the loaded dataset |
| Automobile Club Of So California | Club Pension Plan | 2023 | $275,110 | $486 |
| Janus Henderson Investors Us, LLC | Janus Henderson Core Plus Fixed Income Fund LLC | 2023 | $269,990 | not reported in the loaded dataset |
| Siemens Corporation | Master Trust For Siemens Savings Plans | 2023 | $269,101 | $0 |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans | 2023 | $259,111 | $0 |
| Nokia Of America Corporation | Lucent Technologies Inc. Master Pension Trust | 2023 | $242,390 | not reported in the loaded dataset |
| The National Education Association | Employees' Retirement Plan Of The National Education Association | 2023 | $238,758 | not reported in the loaded dataset |
| Financial Institutions, Inc. | Financial Institutions, Inc. Pension Plan As A Member Of The New York State Bankers Retirement System | 2023 | $217,246 | not reported in the loaded dataset |
| Peabody Investments Corp. | Peabody Investments Corp. Master Trust | 2023 | $206,716 | $0 |
| Alight Solutions LLC | Alight Solutions LLC 401(K) Plan (Fka Hewitt Associates LLC 401k Plan) | 2023 | $189,557 | $0 |
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware | 2023 | $163,764 | not reported in the loaded dataset |
| Jm Family Automotive LLC | Jm Family Enterprises, Inc. Associates' Retirement Plan | 2023 | $158,528 | not reported in the loaded dataset |
| Mclaren Health Care Corporation | Mclaren Employees' Pension Plan | 2023 | $158,270 | $0 |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans | 2023 | $154,848 | $0 |
| Windstream Services, LLC | Windstream Pension Plan | 2023 | $152,547 | $0 |
| National Railroad Passenger Corporation | Retirement Income Plan For The Employees Of National Railroad Passenger Corporation | 2023 | $152,000 | $0 |
| Janus Henderson Investors Us, LLC | Janus Henderson International Research Equity Portfolio | 2023 | $150,586 | not reported in the loaded dataset |
| Trustees Of Construction Workers - Lake County Pension | Construction Workers Pension Trust Fund - Lake County And Vicinity Pension Plan | 2023 | $126,448 | $0 |
| Bank Of The West | United California Bank Retirement Plan | 2023 | $123,750 | $0 |
| Frontier Communications Parent, Inc. | Frontier Communications Pension Plan | 2023 | $106,894 | $0 |
| Ernst & Young U.S. Llp | Ernst & Young Inactive Defined Benefit Retirement Plan | 2023 | $99,500 | $7,228 |
| National Fuel Gas Company | National Fuel Gas Distribution Corp. - Ny Division Voluntary Employees' Beneficiary Assoc. For Collectively Bargained Employees | 2023 | $5,500 | $93,762 |
| Orange Bank And Trust Company | Orange Bank & Trust Company Pension Plan As A Member Of The New York State Bankers Retirement System | 2023 | $98,680 | not reported in the loaded dataset |
| Ernst & Young U.S. Llp | Ernst & Young Partnership Defined Benefit Retirement Plan | 2023 | $0 | $97,464 |
| Board Of Trustees Seafarers Money Purchase Pension Plan | Seafarers Money Purchase Pension Plan | 2023 | $84,257 | not reported in the loaded dataset |
| Ernst & Young U.S. Llp | Ernst & Young Defined Benefit Retirement Plan | 2023 | $0 | $83,387 |
| Intech Investment Management LLC | Intech U.S. Large Cap Growth Fund, LLC | 2023 | $80,356 | not reported in the loaded dataset |
| American Jewish Committee | The Retirement Plan For The Employees Of The American Jewish Committee | 2023 | $75,000 | not reported in the loaded dataset |
| Champlain National Bank | Champlain National Bank Pension Plan As A Member Of The New York State Bankers Retirement System | 2023 | $73,881 | not reported in the loaded dataset |
Related Form 5500 pages
- Jpmorgan Chase Retirement Plan (plan 001)
- Jpmorgan Chase Bank, National Association — all reported plans
- The Boeing Company Employee Retirement Plans Master Trust (plan 062)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- Elevance Health Cash Balance Plan A (plan 002)
- Ath Holding Company LLC — all reported plans
- Centurylink, Inc. Defined Contribution Plan Master (plan 006)
- Lumen Technologies, Inc. — all reported plans
- Usaa Pension Plan (plan 001)
- United Services Automobile Association — all reported plans
- Jpmorgan Chase 401(K) Savings Plan (plan 002)
- Fca Us LLC Master Retirement Trust Balanced Pool (plan 059)
- Fca Us LLC — all reported plans
- Local 282 Pension Trust Fund (plan 001)
- Board Of Trustees Of Local 282 — all reported plans
- Davis Polk Pension Plan Master Trust (plan 007)
- Davis Polk & Wardwell Llp — all reported plans
- Elevance Health Cash Balance Plan B (plan 004)
- United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan (plan 419)
- Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan — all reported plans
- Siemens Pension Plan (plan 001)
- Siemens Corporation — all reported plans
- Premera Pension Equity Plan (plan 001)
- Premera — all reported plans
- National Integrated Group Pension Plan (plan 001)
- Board Of Trustees Of National Integrated Group Pension Plan — all reported plans
- Pension Fund United Scenic Artists Local 829 (plan 001)
- Board Of Trustees Of Pension Fund — all reported plans
- Siemens Energy, Inc. Pension Plan (plan 022)
- Siemens Energy, Inc. — all reported plans
- Nokia Savings/401(K) Plan (plan 003)
- Nokia Of America Corporation — all reported plans
- Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees (plan 008)
- Puerto Rico Telephone Company — all reported plans
- Bae Systems Retiree Welfare Benefit Plan (plan 515)
- Bae Systems, Inc. — all reported plans
- Elevance Health Master Trust (plan 001)
- Ath Holding Company LLC — all reported plans
- Ingersoll Rand Industrial U.S., Inc. Pension Plan (plan 021)
- Ingersoll Rand Industrial U.S., Inc. — all reported plans
- Retirement Plan For Non-Academic Employees (plan 002)
- Teachers College Columbia University — all reported plans
- Club Pension Plan (plan 001)
- Automobile Club Of So California — all reported plans
- Janus Henderson Core Plus Fixed Income Fund LLC (plan 001)
- Janus Henderson Investors Us, LLC — all reported plans
- Master Trust For Siemens Savings Plans (plan 001)
- Siemens Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources