Parametric Portfolio Associates LLC — 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 LLC is reported as a service provider on 51 loaded Form 5500 filing(s) across 48 plan sponsor(s) and 51 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $26,347,252 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $26,347,252
- Reported indirect compensation
- $0
- Total reported compensation
- $26,347,252
- Filings
- 51
- Plan sponsors
- 48
- Plans
- 51
- 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 |
|---|---|---|---|
| Parametric Portfolio Associates LLC | MN | 1 | $16,178,318 |
| Parametric Portfolio Associates LLC | MN | 1 | $2,679,011 |
| Verizon Communications Inc. | NJ | 1 | $932,905 |
| Cummins Inc. | IN | 1 | $736,416 |
| The Boeing Co. And Consolidated Subsidiaries | WA | 2 | $707,876 |
| Ohio Operating Engineers Pension Plan | OH | 1 | $612,265 |
| Duke University | NC | 1 | $298,707 |
| Charter Communications, Inc. | NC | 1 | $287,966 |
| Board Of Trustees, Locals 302 & 612 Of The Iuoe - | WA | 1 | $260,956 |
| Trustees Of I.B. Of T. Union Local 710 Pension Fund | IL | 1 | $258,305 |
State footprint
Plans reporting Parametric Portfolio Associates LLC are sponsored in IL (10), MN (6), WA (4), WI (3), CA (3), MD (3), MO (3), NC (3), OH (3), PA (3), NY (2), NV (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Parametric Portfolio Associates LLC | Parametric Defensive Equity Fund LLC | 2023 | $16,178,318 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | Parametric Global Defensive Equity Fund LLC | 2023 | $2,679,011 | not reported in the loaded dataset |
| Verizon Communications Inc. | Bell Atlantic Master Trust | 2023 | $932,905 | not reported in the loaded dataset |
| Cummins Inc. | Cummins Pension Plan | 2023 | $736,416 | not reported in the loaded dataset |
| Ohio Operating Engineers Pension Plan | Ohio Operating Engineers Pension Plan | 2023 | $612,265 | not reported in the loaded dataset |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Retirement Plans Master Trust | 2023 | $481,105 | not reported in the loaded dataset |
| Duke University | Employees' Retirement Plan Of Duke University | 2023 | $298,707 | not reported in the loaded dataset |
| Charter Communications, Inc. | Time Warner Cable Pension Plan | 2023 | $287,966 | not reported in the loaded dataset |
| Board Of Trustees, Locals 302 & 612 Of The Iuoe - | Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan | 2023 | $260,956 | not reported in the loaded dataset |
| Trustees Of I.B. Of T. Union Local 710 Pension Fund | International Brotherhood Of Teamsters Union Local 710 Pension Fund | 2023 | $258,305 | not reported in the loaded dataset |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $226,771 | not reported in the loaded dataset |
| Board Of Trustees Of Operating Engineers Local 101 Pension Fund | Operating Engineers Local 101 Pension Fund | 2023 | $221,324 | not reported in the loaded dataset |
| University Of Miami | Retirement Plan For Employees Of The Univ Of Miami | 2023 | $218,295 | not reported in the loaded dataset |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | 2023 | $215,277 | not reported in the loaded dataset |
| Board Of Trustees, Sound Retirement Trust | Sound Retirement Trust | 2023 | $172,001 | not reported in the loaded dataset |
| Trustees Of Unite Here Health | Unite Here Health | 2023 | $146,127 | not reported in the loaded dataset |
| Battelle Memorial Institute | Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute | 2023 | $138,117 | not reported in the loaded dataset |
| Intl Painters & Allied Trades Ind. Pension Fund- Board Of Trustees | International Painters And Allied Trades Industry Pension Plan | 2023 | $135,612 | not reported in the loaded dataset |
| Board Of Trustees | Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan | 2023 | $119,403 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund | Pension Fund United Scenic Artists Local 829 | 2023 | $115,612 | not reported in the loaded dataset |
| Board Of Trustees For Pacific Coast Roofers Pension Plan | Pacific Coast Roofers Pension Plan | 2023 | $111,485 | not reported in the loaded dataset |
| Main Line Health, Inc. | Main Line Health, Inc. Retirement Income Plan | 2023 | $110,103 | not reported in the loaded dataset |
| Loyola University Of Chicago Attn Benefits Department | Loyola University Employees' Retirement Plan | 2023 | $107,067 | not reported in the loaded dataset |
| General Mills, Inc. | General Mills Group Trust - Inactive Internal Asset Allocation | 2023 | $102,270 | not reported in the loaded dataset |
| Board Of Trustees, Ibew 332 Pension Plan - Part A | Ibew 332 Pension Plan - Part A | 2023 | $100,964 | not reported in the loaded dataset |
| Target Corporation | Target Corporation Pension Plan | 2023 | $100,000 | not reported in the loaded dataset |
| Board Of Trustees Of Line Construction Benefit Fund | Line Construction Benefit Fund | 2023 | $88,706 | not reported in the loaded dataset |
| Board Of Trustees Of Central Laborers Annuity Plan | Central Laborers Annuity Plan | 2023 | $85,749 | not reported in the loaded dataset |
| Cooper Tire & Rubber Company LLC | Cooper Tire & Rubber Company Spectrum Retirement Plan | 2023 | $83,082 | not reported in the loaded dataset |
| W Pa Teamsters & Employers Pension | Western Pennsylvania Teamsters And Employers Pension Fund | 2023 | $80,121 | not reported in the loaded dataset |
| National Elevator Industry Pension Plan Plan Board Of Trustees | National Elevator Industry Pension Plan | 2023 | $77,575 | $0 |
| Board Of Trustees, Desert States Employers & Ufcw | Desert States Employers & Ufcw Unions Pension Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 | Pension Fund Of Operating Engineers Local 513 | 2023 | $75,000 | not reported in the loaded dataset |
| Ut-Battelle, LLC | Pension Plan For Employees At Ornl | 2023 | $70,154 | not reported in the loaded dataset |
| Board Of Trustees | Defined Benefit Pension Plan Of The Plumbers & Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin | 2023 | $68,800 | not reported in the loaded dataset |
| General Mills, Inc. | General Mills Group Trust - Gmpp Internal Asset Allocation | 2023 | $63,661 | not reported in the loaded dataset |
| Board Of Trustees, Southern Nevada Culinary And | Southern Nevada Culinary And Bartenders Pension Plan | 2023 | $59,747 | $0 |
| Intl Painters & Allied Trades Ind. Pension Fund- | International Painters And Allied Trades Industry Annuity Plan | 2023 | $59,625 | not reported in the loaded dataset |
| I.B.E.W. Board Of Trustees For Local 357 Pension Trust | I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A | 2023 | $48,084 | not reported in the loaded dataset |
| Wisconsin Power & Light Company | Wisconsin Power & Light Co. Retirement Plan B | 2023 | $43,064 | not reported in the loaded dataset |
| Board Of Trustees Of The Neca-Ibew Welfare Trust Fund | Neca-Ibew Welfare Trust Fund | 2023 | $42,299 | not reported in the loaded dataset |
| Trustees Of Ufcw Unions & Employers Midwest Pension Fund | United Food And Commercial Workers Unions & Employers Midwest Pension Fund | 2023 | $41,269 | not reported in the loaded dataset |
| Pension Committee Under Twin City Hospitals - Minnesota Nurses | Twin City Hospitals - Minnesota Nurses Association Pension Plan | 2023 | $36,222 | not reported in the loaded dataset |
| Board Of Trustees Of Southwestern Illinois Laborers Annuity Fund | Southwestern Illinois Laborers Annuity Fund | 2023 | $28,532 | not reported in the loaded dataset |
| Board Of Trustees Hagerstown Motor Carriers And | Hagerstown Motor Carriers And Teamsters Pension Plan | 2023 | $28,204 | not reported in the loaded dataset |
| Board Of Trustees, Ibew Local 332 Health And Welfare | Ibew Local 332 Health And Welfare Plan | 2023 | $26,587 | not reported in the loaded dataset |
| Illinois Education Association | Illinois Education Association Staff Retirement Plan | 2023 | $24,920 | not reported in the loaded dataset |
| Board Of Trustees Of Local 111 Pension Fund | Local 111 Pension Fund | 2023 | $21,574 | not reported in the loaded dataset |
| Board Of Trustees Of The American Federation Of Musicians And Employe | American Federation Of Musicians And Employers' Pension Fund And Subsidiary | 2023 | $19,387 | not reported in the loaded dataset |
| Itg Brands, LLC | Itg Brands, LLC Retirement Allowance Plan For Hourly Rated And/Or Piecework Employees | 2023 | $18,726 | not reported in the loaded dataset |
Related Form 5500 pages
- Parametric Defensive Equity Fund LLC (plan 001)
- Parametric Portfolio Associates LLC — all reported plans
- Parametric Global Defensive Equity Fund LLC (plan 001)
- Parametric Portfolio Associates LLC — all reported plans
- Bell Atlantic Master Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Cummins Pension Plan (plan 001)
- Cummins Inc. — all reported plans
- Ohio Operating Engineers Pension Plan (plan 001)
- Ohio Operating Engineers Pension Plan — all reported plans
- The Boeing Company Employee Retirement Plans Master Trust (plan 062)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- Employees' Retirement Plan Of Duke University (plan 002)
- Duke University — all reported plans
- Time Warner Cable Pension Plan (plan 001)
- Charter Communications, Inc. — all reported plans
- Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan (plan 001)
- Board Of Trustees, Locals 302 & 612 Of The Iuoe - — all reported plans
- International Brotherhood Of Teamsters Union Local 710 Pension Fund (plan 001)
- Trustees Of I.B. Of T. Union Local 710 Pension Fund — all reported plans
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- Operating Engineers Local 101 Pension Fund (plan 001)
- Board Of Trustees Of Operating Engineers Local 101 Pension Fund — all reported plans
- Retirement Plan For Employees Of The Univ Of Miami (plan 001)
- University Of Miami — all reported plans
- Neca-Ibew Pension Trust Fund (plan 001)
- Neca-Ibew Pension Trust Fund — all reported plans
- Sound Retirement Trust (plan 001)
- Board Of Trustees, Sound Retirement Trust — all reported plans
- Unite Here Health (plan 501)
- Trustees Of Unite Here Health — all reported plans
- Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute (plan 005)
- Battelle Memorial Institute — all reported plans
- International Painters And Allied Trades Industry Pension Plan (plan 001)
- Intl Painters & Allied Trades Ind. Pension Fund- Board Of Trustees — all reported plans
- Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan (plan 001)
- Board Of Trustees — all reported plans
- Pension Fund United Scenic Artists Local 829 (plan 001)
- Board Of Trustees Of Pension Fund — all reported plans
- Pacific Coast Roofers Pension Plan (plan 001)
- Board Of Trustees For Pacific Coast Roofers Pension Plan — all reported plans
- Main Line Health, Inc. Retirement Income Plan (plan 001)
- Main Line Health, Inc. — all reported plans
- Loyola University Employees' Retirement Plan (plan 333)
- Loyola University Of Chicago Attn Benefits Department — all reported plans
- General Mills Group Trust - Inactive Internal Asset Allocation (plan 044)
- General Mills, Inc. — all reported plans
- Ibew 332 Pension Plan - Part A (plan 004)
- Board Of Trustees, Ibew 332 Pension Plan - Part A — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources