Parametric Portfolio Associates — 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, Parametric Portfolio Associates is reported as a service provider on 20 loaded Form 5500 filing(s) across 19 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,235,533 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,235,533
- Reported indirect compensation
- $0
- Total reported compensation
- $3,235,533
- Filings
- 20
- Plan sponsors
- 19
- Plans
- 20
- 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 |
|---|---|---|---|
| Global Trust Company | MA | 1 | $1,074,094 |
| Board Of Trustees Of The Laborers National Pension Fund | TX | 1 | $359,284 |
| Global Trust Company | MA | 1 | $354,320 |
| Eastman Kodak Company | NY | 1 | $263,516 |
| Frontier Communications Parent, Inc. | CT | 1 | $247,501 |
| Hormel Foods Corporation | MN | 1 | $232,391 |
| Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust | OH | 1 | $161,354 |
| Moog Inc. | NY | 1 | $113,960 |
| Blue Rock Advisors, LLC | MN | 2 | $110,636 |
| Board Of Trustees Of Boilermakers | MO | 1 | $59,826 |
State footprint
Plans reporting Parametric Portfolio Associates are sponsored in MN (4), MO (4), IL (3), CT (2), MA (2), NY (2), OH (1), OR (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Global Trust Company | Cahaba Partners Equity Plus Fund | 2023 | $1,074,094 | not reported in the loaded dataset |
| Board Of Trustees Of The Laborers National Pension Fund | Laborers National Pension Fund | 2023 | $359,284 | not reported in the loaded dataset |
| Global Trust Company | Cahaba Partners Tactical Equity Fund | 2023 | $354,320 | not reported in the loaded dataset |
| Eastman Kodak Company | Kodak Retirement Income Plan | 2023 | $263,516 | $0 |
| Frontier Communications Parent, Inc. | Frontier Communications Pension Plan | 2023 | $247,501 | not reported in the loaded dataset |
| Hormel Foods Corporation | Hormel Foods Corp. Master Defined Benefit Trust | 2023 | $232,391 | not reported in the loaded dataset |
| Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust | Local No. 8 Ibew Retirement Plan & Trust | 2023 | $161,354 | not reported in the loaded dataset |
| Moog Inc. | Moog Inc. Employees' Retirement Plan | 2023 | $113,960 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio A | 2023 | $92,270 | not reported in the loaded dataset |
| Board Of Trustees Of Boilermakers | Boilermakers National Health & Welfare Fund | 2023 | $59,826 | $0 |
| Segal Advisors, Inc. | Equity Group Trust (A Fund Within The Marco Consulting Group Trust I) | 2023 | $50,000 | not reported in the loaded dataset |
| Board Of Trustees - Chicago Tile Institute Pension Fund | Chicago Tile Institute Pension Fund | 2023 | $45,205 | not reported in the loaded dataset |
| Roseburg Forest Products Company | Master Trust For Roseburg Forest Products Co. | 2023 | $39,994 | not reported in the loaded dataset |
| Supervalu Inc. | Supervalu Master Investment Trust | 2023 | $37,500 | not reported in the loaded dataset |
| Maritz Holdings Inc. | Maritz Holdings Inc. Retirement Plan | 2023 | $32,277 | not reported in the loaded dataset |
| Trustees Chicago Painters And Decorators Welfare Fund | Chicago Painters And Decorators Welfare Fund | 2023 | $20,245 | not reported in the loaded dataset |
| Blue Rock Advisors, LLC | Blue Rock Fixed Income Plus Fund, L.P. | 2023 | $18,366 | not reported in the loaded dataset |
| Astoria Generating Company, Lp | Astoria Generating Company, Lp Retirement Plan | 2023 | $12,870 | not reported in the loaded dataset |
| Construction Industry Laborers Welfare Fund | Construction Industry Laborers Welfare Fund | 2023 | $11,075 | not reported in the loaded dataset |
| Board Of Trustees Of Operating Engineers Local 101 Health And Welfare | Operating Engineers Local 101 Health And Welfare Plan | 2023 | $9,485 | not reported in the loaded dataset |
Related Form 5500 pages
- Cahaba Partners Equity Plus Fund (plan 001)
- Global Trust Company — all reported plans
- Laborers National Pension Fund (plan 001)
- Board Of Trustees Of The Laborers National Pension Fund — all reported plans
- Cahaba Partners Tactical Equity Fund (plan 001)
- Global Trust Company — all reported plans
- Kodak Retirement Income Plan (plan 001)
- Eastman Kodak Company — all reported plans
- Frontier Communications Pension Plan (plan 001)
- Frontier Communications Parent, Inc. — all reported plans
- Hormel Foods Corp. Master Defined Benefit Trust (plan 001)
- Hormel Foods Corporation — 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
- Moog Inc. Employees' Retirement Plan (plan 001)
- Moog Inc. — all reported plans
- Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio A (plan 006)
- Blue Rock Advisors, LLC — all reported plans
- Boilermakers National Health & Welfare Fund (plan 501)
- Board Of Trustees Of Boilermakers — all reported plans
- Equity Group Trust (A Fund Within The Marco Consulting Group Trust I) (plan 001)
- Segal Advisors, Inc. — all reported plans
- Chicago Tile Institute Pension Fund (plan 001)
- Board Of Trustees - Chicago Tile Institute Pension Fund — all reported plans
- Master Trust For Roseburg Forest Products Co. (plan 005)
- Roseburg Forest Products Company — all reported plans
- Supervalu Master Investment Trust (plan 105)
- Supervalu Inc. — all reported plans
- Maritz Holdings Inc. Retirement Plan (plan 001)
- Maritz Holdings Inc. — all reported plans
- Chicago Painters And Decorators Welfare Fund (plan 501)
- Trustees Chicago Painters And Decorators Welfare Fund — all reported plans
- Blue Rock Fixed Income Plus Fund, L.P. (plan 004)
- Astoria Generating Company, Lp Retirement Plan (plan 003)
- Astoria Generating Company, Lp — all reported plans
- Construction Industry Laborers Welfare Fund (plan 501)
- Construction Industry Laborers Welfare Fund — all reported plans
- Operating Engineers Local 101 Health And Welfare Plan (plan 501)
- Board Of Trustees Of Operating Engineers Local 101 Health And Welfare — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources