Mfs 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, Mfs Investment Management is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,436,712 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,436,712
- Reported indirect compensation
- $0
- Total reported compensation
- $1,436,712
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- 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 |
|---|---|---|---|
| Sanofi-Aventis Us LLC | NJ | 1 | $848,175 |
| Battelle Memorial Institute | OH | 1 | $479,541 |
| Board Of Trustees Of The Ufcw National Health And Welfare Fund | NJ | 1 | $53,632 |
| Boca Raton Regional Hospital, Inc. | FL | 1 | $24,275 |
| Stater Bros. Markets | CA | 1 | $11,543 |
| Beyond New Horizons | TN | 1 | $10,951 |
| Commonwealth Health Corporation Restated Retirement Plan | KY | 1 | $8,595 |
| Cleveland Hardware & Forging Co | WI | 1 | $0 |
| Board Of Trustees Steamfitters Surety Fund Local 475 | NJ | 1 | $0 |
| Aaaa Retire. Fund For Mem. Agencies | NC | 1 | $0 |
State footprint
Plans reporting Mfs Investment Management are sponsored in NJ (3), OH (2), KY (1), MI (1), NC (1), ND (1), TN (1), CA (1), WI (1), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sanofi-Aventis Us LLC | Sanofi Us Group Savings Master Trust | 2023 | $848,175 | not reported in the loaded dataset |
| Battelle Memorial Institute | Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute | 2023 | $479,541 | not reported in the loaded dataset |
| Board Of Trustees Of The Ufcw National Health And Welfare Fund | Ufcw National Health And Welfare Fund | 2023 | $53,632 | not reported in the loaded dataset |
| Boca Raton Regional Hospital, Inc. | Boca Raton Regional Hospital Employees Pension Plan | 2023 | $24,275 | not reported in the loaded dataset |
| Stater Bros. Markets | Pension Plan For Salaried Employees Of Stater Bros. Markets | 2023 | $11,543 | not reported in the loaded dataset |
| Beyond New Horizons | Aedc Contractors Employee Pension Plan | 2023 | $10,951 | not reported in the loaded dataset |
| Commonwealth Health Corporation Restated Retirement Plan | Commonwealth Health Corporation Restated Retirement Plan | 2023 | $8,595 | not reported in the loaded dataset |
| Cleveland Hardware & Forging Co | Cleveland Hardware And Forging Co. Profit Sharing | 2023 | $0 | $0 |
| Aaaa Retire. Fund For Mem. Agencies | 103-12-Ie | 2023 | $0 | $0 |
| Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust | Local No. 8 Ibew Retirement Plan & Trust | 2023 | $0 | $0 |
| Sprinkler Fitters And Apprentices Local 704 | Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund Plan | 2023 | $0 | $0 |
| Mckenzie County Healthcare Systems, Inc. | Mckenzie County Healthcare Systems, Inc. 403(B) Plan | 2023 | $0 | $0 |
| Board Of Trustees Steamfitters Surety Fund Local 475 | Steamfitters Surety Fund Local Union No 475 | 2023 | $0 | $0 |
Related Form 5500 pages
- Sanofi Us Group Savings Master Trust (plan 001)
- Sanofi-Aventis Us LLC — all reported plans
- Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute (plan 005)
- Battelle Memorial Institute — all reported plans
- Ufcw National Health And Welfare Fund (plan 501)
- Board Of Trustees Of The Ufcw National Health And Welfare Fund — all reported plans
- Boca Raton Regional Hospital Employees Pension Plan (plan 001)
- Boca Raton Regional Hospital, Inc. — all reported plans
- Pension Plan For Salaried Employees Of Stater Bros. Markets (plan 004)
- Stater Bros. Markets — all reported plans
- Aedc Contractors Employee Pension Plan (plan 001)
- Beyond New Horizons — all reported plans
- Commonwealth Health Corporation Restated Retirement Plan (plan 001)
- Commonwealth Health Corporation Restated Retirement Plan — all reported plans
- Cleveland Hardware And Forging Co. Profit Sharing (plan 005)
- Cleveland Hardware & Forging Co — all reported plans
- 103-12-Ie (plan 001)
- Aaaa Retire. Fund For Mem. Agencies — all reported plans
- Local No. 8 Ibew Retirement Plan & Trust (plan 001)
- Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust — all reported plans
- Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund Plan (plan 001)
- Sprinkler Fitters And Apprentices Local 704 — all reported plans
- Mckenzie County Healthcare Systems, Inc. 403(B) Plan (plan 001)
- Mckenzie County Healthcare Systems, Inc. — all reported plans
- Steamfitters Surety Fund Local Union No 475 (plan 004)
- Board Of Trustees Steamfitters Surety Fund Local 475 — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources