Merrill Lynch, Pierce,Fenner And Sm — 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, Merrill Lynch, Pierce,Fenner And Sm 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 $1,054,853 and reported indirect compensation totals $40,930.
Reported compensation summary
- Reported direct compensation
- $1,054,853
- Reported indirect compensation
- $40,930
- Total reported compensation
- $1,095,783
- 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 |
|---|---|---|---|
| Cemex, Inc. | TX | 1 | $651,942 |
| Southwest Asbestos Workers Local 94 | OK | 1 | $170,925 |
| Wayne Memorial Hospital | PA | 1 | $152,492 |
| Sweetwater Sound, LLC | IN | 1 | $64,000 |
| Halloran & Sage, Llp | CT | 1 | $38,766 |
| Bac Local #5, New York Welfare Fund | NY | 1 | $17,308 |
| Lautrec, Ltd. | MI | 1 | $350 |
State footprint
Plans reporting Merrill Lynch, Pierce,Fenner And Sm are sponsored in CT (1), IN (1), MI (1), NY (1), OK (1), PA (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Cemex, Inc. | Cemex, Inc. Pension Plan | 2023 | $614,340 | $37,602 |
| Southwest Asbestos Workers Local 94 | Southwest Asbestos Workers Pension Plan | 2023 | $167,597 | $3,328 |
| Wayne Memorial Hospital | Wayne Memorial Hospital Pension Plan | 2023 | $152,492 | $0 |
| Sweetwater Sound, LLC | Sweetwater 401(K) And Profit Sharing Plan | 2023 | $64,000 | not reported in the loaded dataset |
| Halloran & Sage, Llp | Halloran & Sage, Llp Retirement And Deferred Salary Plan | 2023 | $38,766 | $0 |
| Bac Local #5, New York Welfare Fund | Bac Local #5, New York Welfare Fund | 2023 | $17,308 | $0 |
| Lautrec, Ltd. | Lautrec, Ltd. Employees' 401(K) Plan | 2023 | $350 | $0 |
Related Form 5500 pages
- Cemex, Inc. Pension Plan (plan 003)
- Cemex, Inc. — all reported plans
- Southwest Asbestos Workers Pension Plan (plan 001)
- Southwest Asbestos Workers Local 94 — all reported plans
- Wayne Memorial Hospital Pension Plan (plan 001)
- Wayne Memorial Hospital — all reported plans
- Sweetwater 401(K) And Profit Sharing Plan (plan 001)
- Sweetwater Sound, LLC — all reported plans
- Halloran & Sage, Llp Retirement And Deferred Salary Plan (plan 001)
- Halloran & Sage, Llp — all reported plans
- Bac Local #5, New York Welfare Fund (plan 501)
- Bac Local #5, New York Welfare Fund — all reported plans
- Lautrec, Ltd. Employees' 401(K) Plan (plan 001)
- Lautrec, Ltd. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources