State Street Global Advisors — 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, State Street Global Advisors is reported as a service provider on 315 loaded Form 5500 filing(s) across 261 plan sponsor(s) and 310 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $73,047,737 and reported indirect compensation totals $465,536.
Reported compensation summary
- Reported direct compensation
- $73,047,737
- Reported indirect compensation
- $465,536
- Total reported compensation
- $73,513,273
- Filings
- 315
- Plan sponsors
- 261
- Plans
- 310
- 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 |
|---|---|---|---|
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $29,286,398 |
| Trustees Of Ilwu-Pma Pension Plan | CA | 1 | $2,987,801 |
| Rtx Corporation | CT | 1 | $2,932,000 |
| Discover Financial Services | IL | 1 | $2,691,228 |
| State Street Corporation | MA | 2 | $2,603,098 |
| Northrop Grumman Corporation | VA | 18 | $2,241,045 |
| Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | DC | 1 | $1,744,706 |
| Savings Board Of The Nfl Player Second Career Savings Plan | MD | 1 | $1,504,035 |
| At&T Inc. | TX | 2 | $983,000 |
| H. E. Butt Grocery Company | TX | 1 | $885,799 |
State footprint
Plans reporting State Street Global Advisors are sponsored in NY (40), VA (27), PA (24), MA (23), CA (18), IL (16), TX (13), CT (13), MO (12), DC (12), MN (11), TN (11).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $29,286,398 | not reported in the loaded dataset |
| Trustees Of Ilwu-Pma Pension Plan | Ilwu-Pma Pension Plan | 2023 | $2,987,801 | $0 |
| Rtx Corporation | Rtx Savings Plan Master Trust | 2023 | $2,932,000 | $0 |
| Discover Financial Services | Discover Financial Services 401k Plan | 2023 | $2,691,228 | $0 |
| Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | Central Pension Fund Of The Iuoe & Participating Employers | 2023 | $1,744,706 | $0 |
| Savings Board Of The Nfl Player Second Career Savings Plan | Nfl Player Second Career Savings Plan Master Trust | 2023 | $1,504,035 | $0 |
| State Street Corporation | State Street Retirement Plan | 2023 | $1,371,518 | not reported in the loaded dataset |
| State Street Corporation | State Street Salary Savings Program | 2023 | $1,231,580 | not reported in the loaded dataset |
| H. E. Butt Grocery Company | H-E-B Savings & Retirement Plan | 2023 | $885,799 | not reported in the loaded dataset |
| Mckinsey & Company, Inc. | Mckinsey Retirement Trust | 2023 | $847,438 | $0 |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $843,000 | $0 |
| Merck & Co., Inc. | Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed | 2023 | $819,160 | $0 |
| Dxc Technology Company | Dxc Technology Matched Asset Plan | 2023 | $769,650 | not reported in the loaded dataset |
| U.S. Bancorp | U.S. Bank Defined Benefit Pension Plan Master Trust | 2023 | $740,602 | $0 |
| Mass General Brigham Incorporated | Master Trust Agreement For Welfare Benefits | 2023 | $675,141 | $0 |
| Post Holdings, Inc. | Post Holdings, Inc. Retirement Plan | 2023 | $651,701 | $0 |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | 2023 | $570,278 | not reported in the loaded dataset |
| Trustees Of Columbia University C/O Benefits Department | Columbia University Retiree Medical And Life Insurance Benefits Plan | 2023 | $553,275 | $0 |
| Glaxosmithkline LLC | Gsk 401(K) Plan | 2023 | $520,858 | $0 |
| Firstenergy Corp | Firstenergy Corp Welfare Plan | 2023 | $499,099 | not reported in the loaded dataset |
| Veba Committee For Retirees Of Kaiser Aluminum | Veba For Retirees Of Kaiser Aluminum | 2023 | $478,025 | $0 |
| Northrop Grumman Corporation | Ng Dc Mt Company Stock Fund | 2023 | $473,798 | not reported in the loaded dataset |
| Board Of Directors Of Pentegra Defined Contribution Plan | Pentegra Defined Contribution Plan For Financial Institutions | 2023 | $453,573 | $18,756 |
| Bechtel Global Corporation | Master Trust For Certain Tax-Qualified Bechtel Retirement Plans | 2023 | $0 | $436,835 |
| Board Of Trustees Of The Building Service 32bj Health Fund | Building Service 32bj Health Fund | 2023 | $430,272 | $0 |
| Bp Corporation North America Inc. | Bp Master Trust For Employee Savings Plans | 2023 | $411,377 | $0 |
| Citigroup Inc. | The Citigroup Pension Plan | 2023 | $390,219 | $0 |
| Pfizer Inc | Pfizer Savings Plan | 2023 | $327,454 | not reported in the loaded dataset |
| Board Of Trustees Of Liuna Staff And Affiliates Pension Fund | Liuna Staff And Affiliates Pension Fund | 2023 | $319,998 | $0 |
| Trustees Of Ufcw Int'L Union - Industry Pension Fund | United Food & Commercial Workers Intl Union - Industry Pension Fund | 2023 | $317,552 | $0 |
| Unum Group | Unum Group Pension Plan | 2023 | $306,742 | $0 |
| Board Of Trustees Of The Building Service 32bj Pension Fund | Building Service 32bj Pension Fund | 2023 | $300,914 | $360 |
| Colgate-Palmolive Company | Colgate-Palmolive Company Employees Savings & Investment Plan | 2023 | $300,000 | not reported in the loaded dataset |
| Corning Incorporated | Corning Retirement Master Trust | 2023 | $297,618 | $0 |
| Committee Of Uaw Retirees Of The Budd Company Health And Welfare Plan | Uaw Retirees Of The Budd Company Health And Welfare Plan | 2023 | $291,490 | $0 |
| Trustees Of Nys Teamsters Conference | New York State Teamsters Conference Pension & Retirement Fund | 2023 | $285,692 | $0 |
| Connecticut Laborers' Pension Fund Board Of Trustees | Connecticut Laborers' Pension Plan | 2023 | $282,160 | $0 |
| Xerox Corporation | Xerox Participant Directed Pool | 2023 | $240,362 | $0 |
| Bd. Of Trustees Of Mass. Laborers Annuity Fund | Massachusetts Laborers' Annuity Fund | 2023 | $236,526 | $0 |
| National Rural Electric Cooperative Association | Retirement Security Plan | 2023 | $231,991 | $0 |
| Trustees Of Columbia University C/O Benefits Department | Columbia University Retirement Plan - Local 241, Transport Workers Union Of America | 2023 | $224,617 | $0 |
| Board Of Trustees I.A.T.S.E. National Health & Welfare Fund | I.A.T.S.E. National Health & Welfare Fund | 2023 | $219,267 | $0 |
| National Roofing Industry Pension Fund Wilson-Mcshane Corporation | National Roofing Industry Pension Fund | 2023 | $213,858 | $0 |
| Pipeline Industry Pension Fund | Pipeline Industry Pension Fund | 2023 | $213,365 | $0 |
| Beth Israel Lahey Health, Inc. | Beth Israel Lahey Health Defined Benefit Plan I | 2023 | $211,794 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Ng Dc Mt Balanced Fund | 2023 | $205,659 | $0 |
| Green Diamond Resource Company | Simpson Group Retirement Fund Master Trust | 2023 | $200,000 | not reported in the loaded dataset |
| Medco Health Solutions, Inc. | Medco Health Solutions, Inc. Cash Balance Retirement Plan | 2023 | $199,104 | $0 |
| Retirees Of The Goodyear Tire & Rubber Company Health Care Trust | Retirees Of The Goodyear Tire & Rubber Company Health Care Plan | 2023 | $196,310 | $0 |
| Eversource Energy Service Company | Eversource Retirement Plan Master Trust | 2023 | $192,851 | not reported in the loaded dataset |
Related Form 5500 pages
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Ilwu-Pma Pension Plan (plan 001)
- Trustees Of Ilwu-Pma Pension Plan — all reported plans
- Rtx Savings Plan Master Trust (plan 001)
- Rtx Corporation — all reported plans
- Discover Financial Services 401k Plan (plan 003)
- Discover Financial Services — all reported plans
- Central Pension Fund Of The Iuoe & Participating Employers (plan 001)
- Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers — all reported plans
- Nfl Player Second Career Savings Plan Master Trust (plan 001)
- Savings Board Of The Nfl Player Second Career Savings Plan — all reported plans
- State Street Retirement Plan (plan 001)
- State Street Corporation — all reported plans
- State Street Salary Savings Program (plan 002)
- H-E-B Savings & Retirement Plan (plan 001)
- H. E. Butt Grocery Company — all reported plans
- Mckinsey Retirement Trust (plan 017)
- Mckinsey & Company, Inc. — all reported plans
- Sbc Master Pension Trust (plan 020)
- At&T Inc. — all reported plans
- Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed (plan 007)
- Merck & Co., Inc. — all reported plans
- Dxc Technology Matched Asset Plan (plan 001)
- Dxc Technology Company — all reported plans
- U.S. Bank Defined Benefit Pension Plan Master Trust (plan 008)
- U.S. Bancorp — all reported plans
- Master Trust Agreement For Welfare Benefits (plan 005)
- Mass General Brigham Incorporated — all reported plans
- Post Holdings, Inc. Retirement Plan (plan 005)
- Post Holdings, Inc. — all reported plans
- New England Teamsters Pension Fund (plan 001)
- New England Teamsters Pension Fund — all reported plans
- Columbia University Retiree Medical And Life Insurance Benefits Plan (plan 517)
- Trustees Of Columbia University C/O Benefits Department — all reported plans
- Gsk 401(K) Plan (plan 002)
- Glaxosmithkline LLC — all reported plans
- Firstenergy Corp Welfare Plan (plan 501)
- Firstenergy Corp — all reported plans
- Veba For Retirees Of Kaiser Aluminum (plan 501)
- Veba Committee For Retirees Of Kaiser Aluminum — all reported plans
- Ng Dc Mt Company Stock Fund (plan 010)
- Northrop Grumman Corporation — all reported plans
- Pentegra Defined Contribution Plan For Financial Institutions (plan 333)
- Board Of Directors Of Pentegra Defined Contribution Plan — all reported plans
- Master Trust For Certain Tax-Qualified Bechtel Retirement Plans (plan 001)
- Bechtel Global Corporation — all reported plans
- Building Service 32bj Health Fund (plan 501)
- Board Of Trustees Of The Building Service 32bj Health Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources