Mercer 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, Mercer Investment Management is reported as a service provider on 63 loaded Form 5500 filing(s) across 52 plan sponsor(s) and 63 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $17,559,931 and reported indirect compensation totals $513,740.
Reported compensation summary
- Reported direct compensation
- $17,559,931
- Reported indirect compensation
- $513,740
- Total reported compensation
- $18,073,671
- Filings
- 63
- Plan sponsors
- 52
- Plans
- 63
- 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 |
|---|---|---|---|
| Blue Cross And Blue Shield Association | IL | 1 | $2,055,559 |
| Denso International America, Inc. | MI | 1 | $1,365,170 |
| American Bureau Of Shipping | TX | 1 | $1,361,475 |
| Northwestern Corporation | MT | 1 | $1,241,454 |
| Consol Energy Inc. | PA | 1 | $1,183,158 |
| The Coca-Cola Company | GA | 1 | $987,217 |
| Vinson & Elkins Llp | TX | 4 | $860,172 |
| Fluor Corporation Master Retirement Trust (Dc) | TX | 1 | $803,397 |
| Barnes Group Inc. | CT | 3 | $784,752 |
| Doosan Bobcat North America, Inc. | ND | 3 | $706,026 |
State footprint
Plans reporting Mercer Investment Management are sponsored in TX (9), CA (6), FL (5), NY (5), IL (4), CT (4), MI (3), ND (3), MO (2), PR (2), MN (2), LA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Blue Cross And Blue Shield Association | National Retirement Trust | 2023 | $2,055,559 | not reported in the loaded dataset |
| Denso International America, Inc. | Denso Pension Plan | 2023 | $1,365,170 | not reported in the loaded dataset |
| American Bureau Of Shipping | American Bureau Of Shipping Pension Plan | 2023 | $1,361,475 | $0 |
| Northwestern Corporation | Northwestern Energy Master Retirement Trust | 2023 | $760,088 | $481,366 |
| Consol Energy Inc. | The Consol Energy Inc. Employee Retirement Plan | 2023 | $1,183,158 | $0 |
| The Coca-Cola Company | The Coca-Cola Company Master Trust For 401(K) | 2023 | $987,217 | not reported in the loaded dataset |
| Fluor Corporation Master Retirement Trust (Dc) | Fluor Corporation Master Retirement Trust (Dc) | 2023 | $803,397 | not reported in the loaded dataset |
| Excellus Health Plan, Inc. | Excellus Retirement Plan | 2023 | $612,694 | not reported in the loaded dataset |
| Barnes Group Inc. | Barnes Group Inc. Consolidated Pension Plan | 2023 | $566,960 | $0 |
| Vinson & Elkins L.L.P. | Vinson & Elkins L. L. P. Retirement Plan A | 2023 | $537,216 | not reported in the loaded dataset |
| Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co. | Non-Contributory Retirement Program For Certain Employees Of Blue Cross & Blue Shield Of Mississippi | 2023 | $531,109 | not reported in the loaded dataset |
| Board Of Trustees, California Institute Of Technology | The Caltech Retiree Health And Life Benefits Program For Jpl Retirees | 2023 | $528,327 | $0 |
| Nc Transaction, Inc. | News Corp Pension Plan | 2023 | $438,854 | $0 |
| Snap-On Incorporated | Snap-On Incorporated Retirement Plan | 2023 | $379,597 | not reported in the loaded dataset |
| Ch2m Hill Bwxt West Valley, LLC | West Valley Pension Plan | 2023 | $324,502 | $0 |
| The Hartford Financial Services Group, Inc. | The Hartford Retirement Plan For U.S. Employees | 2023 | $308,516 | not reported in the loaded dataset |
| Vinson & Elkins L.L.P. | Vinson & Elkins L. L. P. Retirement Plan B | 2023 | $285,550 | not reported in the loaded dataset |
| Northwell Health, Inc. | Northwell Health Pension Plan | 2023 | $279,720 | not reported in the loaded dataset |
| Doosan Bobcat North America, Inc. | Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan | 2023 | $266,283 | $0 |
| Jsj Corporation | Jsj Corporation Employees' Retirement Income Plan | 2023 | $257,700 | $0 |
| Doosan Bobcat North America, Inc. | Clark Equipment Company Retirement Plan (Plan 50) | 2023 | $256,175 | $0 |
| Isuzu North America Corporation | The Isuzu Companies' Retirement Plan | 2023 | $252,304 | $0 |
| Api Group, Inc. | Api Group, Inc. 401(K) & Profit Sharing Plan | 2023 | $225,133 | not reported in the loaded dataset |
| Blue Cross And Blue Shield Of Kansas, Inc. | Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Kansas, Inc. | 2023 | $219,122 | not reported in the loaded dataset |
| The Clorox Company | The Clorox Company Pension Plan | 2023 | $210,566 | not reported in the loaded dataset |
| Barnes Group Inc. | Uaw Agreement And Pension Plan | 2023 | $203,348 | $0 |
| Blue Cross And Blue Shield Association | Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Association | 2023 | $183,603 | not reported in the loaded dataset |
| Doosan Bobcat North America, Inc. | Doosan Pension Plan Number One | 2023 | $183,568 | $0 |
| Golden State Water Company | Golden State Water Company Investment Incentive Program | 2023 | $164,182 | not reported in the loaded dataset |
| Hussmann Corporation | Hussmann Corporation Employee Savings Plan | 2023 | $163,121 | not reported in the loaded dataset |
| Triple-S Management Corporation | Triple-S Management Corporation Non-Contributory Retirement Plan | 2023 | $155,696 | not reported in the loaded dataset |
| Abs Group Of Companies, Inc. | Abs Group Pension Plan | 2023 | $149,711 | $0 |
| Empower Ai | Empower Ai 401(K) Profit Sharing Plan | 2023 | $137,164 | not reported in the loaded dataset |
| Washington Permanente Medical Group, P.C. | Wpmg 401(K) Retirement Savings Plan | 2023 | $133,004 | not reported in the loaded dataset |
| Stephen Del Sesto, Receiver | St. Joseph Health Services Of Rhode Island Retirement Plan | 2023 | $106,184 | $0 |
| Bertelsmann, Inc. | Bertelsmann Pension Account Plan | 2023 | $92,655 | not reported in the loaded dataset |
| Service Corporation Intl | The Sci 401(K) Retirement Savings Plan | 2023 | $91,606 | not reported in the loaded dataset |
| Inx International Ink Co. | Inx International Retirement Savings Plan | 2023 | $73,527 | not reported in the loaded dataset |
| Rubicon LLC | Rubicon LLC Savings Plan For Salaried Employees | 2023 | $61,202 | not reported in the loaded dataset |
| Bacardi Corporation | Bacardi Corp. Defined Contributions Administrative Employees Plan As Of October 1st, 2004 | 2023 | $52,825 | not reported in the loaded dataset |
| Mcelroy Metal, Inc. | Mcelroy Metal Mill, Inc. Profit Sharing & 401(K) Plan | 2023 | $52,809 | not reported in the loaded dataset |
| Burroughs, Inc. | Burroughs 401(K) Plan | 2023 | $51,092 | not reported in the loaded dataset |
| Tbc Corporation | Tbc Corporation Safe Harbor 401(K) Plan | 2023 | $50,852 | not reported in the loaded dataset |
| Greater Washington Educational Telecommunications Association, Inc | Weta 403(B) Tax Deferred Savings Plan | 2023 | $44,000 | not reported in the loaded dataset |
| Api Group, Inc. | Api Group, Inc. Safe Harbor 401(K) & Profit Sharing Plan | 2023 | $39,720 | not reported in the loaded dataset |
| Conagra Brands, Inc. | Conagra Brands Retirement Income Savings Plan | 2023 | $37,500 | not reported in the loaded dataset |
| Electronic Arts Inc. | Electronic Arts Inc. 401(K) Plan | 2023 | $36,000 | not reported in the loaded dataset |
| Oneblood, Inc. | Oneblood Defined Contribution Retirement Plan | 2023 | $35,000 | not reported in the loaded dataset |
| Corteva Agriscience, LLC | Retirement Savings Plan | 2023 | $35,000 | not reported in the loaded dataset |
| Dynatect Manufacturing, Inc. | Dynatect Manufacturing, Inc. Retirement & Employee Savings Plan | 2023 | $35,000 | not reported in the loaded dataset |
Related Form 5500 pages
- National Retirement Trust (plan 001)
- Blue Cross And Blue Shield Association — all reported plans
- Denso Pension Plan (plan 001)
- Denso International America, Inc. — all reported plans
- American Bureau Of Shipping Pension Plan (plan 001)
- American Bureau Of Shipping — all reported plans
- Northwestern Energy Master Retirement Trust (plan 104)
- Northwestern Corporation — all reported plans
- The Consol Energy Inc. Employee Retirement Plan (plan 001)
- Consol Energy Inc. — all reported plans
- The Coca-Cola Company Master Trust For 401(K) (plan 004)
- The Coca-Cola Company — all reported plans
- Fluor Corporation Master Retirement Trust (Dc) (plan 001)
- Fluor Corporation Master Retirement Trust (Dc) — all reported plans
- Excellus Retirement Plan (plan 001)
- Excellus Health Plan, Inc. — all reported plans
- Barnes Group Inc. Consolidated Pension Plan (plan 002)
- Barnes Group Inc. — all reported plans
- Vinson & Elkins L. L. P. Retirement Plan A (plan 002)
- Vinson & Elkins L.L.P. — all reported plans
- Non-Contributory Retirement Program For Certain Employees Of Blue Cross & Blue Shield Of Mississippi (plan 002)
- Blue Cross & Blue Shield Of Mississippi A Mutual Insurance Co. — all reported plans
- The Caltech Retiree Health And Life Benefits Program For Jpl Retirees (plan 603)
- Board Of Trustees, California Institute Of Technology — all reported plans
- News Corp Pension Plan (plan 003)
- Nc Transaction, Inc. — all reported plans
- Snap-On Incorporated Retirement Plan (plan 001)
- Snap-On Incorporated — all reported plans
- West Valley Pension Plan (plan 001)
- Ch2m Hill Bwxt West Valley, LLC — all reported plans
- The Hartford Retirement Plan For U.S. Employees (plan 001)
- The Hartford Financial Services Group, Inc. — all reported plans
- Vinson & Elkins L. L. P. Retirement Plan B (plan 003)
- Northwell Health Pension Plan (plan 006)
- Northwell Health, Inc. — all reported plans
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (plan 027)
- Doosan Bobcat North America, Inc. — all reported plans
- Jsj Corporation Employees' Retirement Income Plan (plan 001)
- Jsj Corporation — all reported plans
- Clark Equipment Company Retirement Plan (Plan 50) (plan 050)
- The Isuzu Companies' Retirement Plan (plan 001)
- Isuzu North America Corporation — all reported plans
- Api Group, Inc. 401(K) & Profit Sharing Plan (plan 001)
- Api Group, Inc. — all reported plans
- Non-Contributory Retirement Program For Certain Employees Of Blue Cross And Blue Shield Of Kansas, Inc. (plan 001)
- Blue Cross And Blue Shield Of Kansas, Inc. — all reported plans
- The Clorox Company Pension Plan (plan 002)
- The Clorox Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources