Marathon Asset 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, Marathon Asset Management is reported as a service provider on 16 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,723,200 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $8,723,200
- Reported indirect compensation
- $0
- Total reported compensation
- $8,723,200
- Filings
- 16
- Plan sponsors
- 10
- Plans
- 16
- 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 |
|---|---|---|---|
| The Pnc Financial Services Group, Inc. | PA | 1 | $2,447,287 |
| Johnson And Johnson | NJ | 1 | $2,217,745 |
| Pepsico, Inc. | NY | 2 | $2,026,339 |
| Twdc Enterprises 18 Corp. | CA | 1 | $967,966 |
| Verizon Communications Inc. | NJ | 1 | $393,998 |
| International Paper Company | TN | 2 | $257,300 |
| O-I Glass, Inc. | OH | 2 | $111,476 |
| O-I Glass, Inc. | OH | 1 | $111,030 |
| Xcel Energy Inc. | MN | 4 | $106,405 |
| American College Of Surgeons | IL | 1 | $83,654 |
State footprint
Plans reporting Marathon Asset Management are sponsored in MN (4), OH (3), NY (2), TN (2), NJ (2), IL (1), PA (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Pnc Financial Services Group, Inc. | The Pnc Financial Services Group, Inc. Pension Plan | 2023 | $2,447,287 | $0 |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $2,217,745 | not reported in the loaded dataset |
| Pepsico, Inc. | Pepsico, Inc. Employees Retirement Plan H | 2023 | $1,056,460 | $0 |
| Pepsico, Inc. | Pepsico Employees Retirement Plan I | 2023 | $969,879 | $0 |
| Twdc Enterprises 18 Corp. | The Walt Disney Company Retirement Plan Master Trust | 2023 | $967,966 | $0 |
| Verizon Communications Inc. | Bell Atlantic Master Trust | 2023 | $393,998 | not reported in the loaded dataset |
| International Paper Company | The International Paper Co Retirement Plan Pension Account | 2023 | $218,798 | $0 |
| O-I Glass, Inc. | Owens-Illinois, Inc. Master Retirement Trust | 2023 | $111,030 | not reported in the loaded dataset |
| American College Of Surgeons | American College Of Surgeons Staff Members' Retirement Plan | 2023 | $83,654 | not reported in the loaded dataset |
| O-I Glass, Inc. | Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan | 2023 | $70,472 | not reported in the loaded dataset |
| Xcel Energy Inc. | Xcel Energy Pension Plan And Xcel Energy Pension Plan For Bargaining Employees | 2023 | $53,275 | $0 |
| O-I Glass, Inc. | Tenth Amended & Restated Owens-Illinois Salary Retirement Plan | 2023 | $41,004 | not reported in the loaded dataset |
| International Paper Company | International Paper Co Ret Acct - Emerging Markets Fixed Income | 2023 | $38,502 | $0 |
| Xcel Energy Inc. | New Century Energies, Inc. Retirement Plan For Public Service Company Of Colorado Bargaining Unit Ees And Former Non-Bargaining Unit Ees | 2023 | $32,415 | $0 |
| Xcel Energy Inc. | New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees | 2023 | $12,601 | $0 |
| Xcel Energy Inc. | Xcel Energy Inc. Non-Bargaining Pension Plan (South) | 2023 | $8,114 | $0 |
Related Form 5500 pages
- The Pnc Financial Services Group, Inc. Pension Plan (plan 002)
- The Pnc Financial Services Group, Inc. — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — all reported plans
- Pepsico, Inc. Employees Retirement Plan H (plan 121)
- Pepsico, Inc. — all reported plans
- Pepsico Employees Retirement Plan I (plan 004)
- The Walt Disney Company Retirement Plan Master Trust (plan 007)
- Twdc Enterprises 18 Corp. — all reported plans
- Bell Atlantic Master Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- The International Paper Co Retirement Plan Pension Account (plan 213)
- International Paper Company — all reported plans
- Owens-Illinois, Inc. Master Retirement Trust (plan 001)
- O-I Glass, Inc. — all reported plans
- American College Of Surgeons Staff Members' Retirement Plan (plan 001)
- American College Of Surgeons — all reported plans
- Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan (plan 002)
- O-I Glass, Inc. — all reported plans
- Xcel Energy Pension Plan And Xcel Energy Pension Plan For Bargaining Employees (plan 001)
- Xcel Energy Inc. — all reported plans
- Tenth Amended & Restated Owens-Illinois Salary Retirement Plan (plan 001)
- International Paper Co Ret Acct - Emerging Markets Fixed Income (plan 229)
- New Century Energies, Inc. Retirement Plan For Public Service Company Of Colorado Bargaining Unit Ees And Former Non-Bargaining Unit Ees (plan 008)
- New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees (plan 009)
- Xcel Energy Inc. Non-Bargaining Pension Plan (South) (plan 007)
- Form 5500 Schedule C explained
- Methodology
- Data sources