Vulcan Value Partners — 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, Vulcan Value Partners is reported as a service provider on 13 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,947,675 and reported indirect compensation totals $1,038.

Reported compensation summary

Reported direct compensation
$3,947,675
Reported indirect compensation
$1,038
Total reported compensation
$3,948,713
Filings
13
Plan sponsors
12
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

Plan sponsors reporting the most compensation to Vulcan Value Partners
SponsorStatePlansReported compensation
Pfizer IncNY1$1,277,535
Amgen Inc.CA1$903,582
Exelon CorporationIL1$498,173
KellanovaIL2$368,053
Salt River Valley Water Users AssociationAZ1$352,621
Jpmorgan Chase Bank, National AssociationNJ1$177,523
Amgen Manufacturing Limited LLCPR1$82,459
Public Service Enterprise Group IncorporatedNJ1$80,244
Constellation Energy Generation LLCPA1$80,210
Lifespan CorporationRI1$68,659

State footprint

Plans reporting Vulcan Value Partners are sponsored in IL (3), NY (3), NJ (2), PR (1), AZ (1), RI (1), CA (1), PA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Pfizer IncMaster Trust Between Pfizer Inc And The Northern Trust Company2023$1,277,535not reported in the loaded dataset
Amgen Inc.Amgen Retirement And Savings Plan2023$903,582not reported in the loaded dataset
Exelon CorporationExelon Corporation Dcrp Master Trust - Primary2023$498,173not reported in the loaded dataset
Salt River Valley Water Users AssociationSalt River Project Employees' Retirement Plan2023$352,621$0
KellanovaKellanova Retiree Welfare Benefit Plan2023$186,932not reported in the loaded dataset
KellanovaKellanova Pension Master Trust2023$181,121not reported in the loaded dataset
Jpmorgan Chase Bank, National AssociationJpmorgan Chase Retirement Plan2023$176,485$1,038
Amgen Manufacturing Limited LLCThe Retirement And Savings Plan For Amgen Manufacturing Limited LLC2023$82,459not reported in the loaded dataset
Public Service Enterprise Group IncorporatedPublic Service Enterprise Group Incorporated Master Retirement Trust2023$80,244not reported in the loaded dataset
Constellation Energy Generation LLCConstellation Pension Master Trust - Equity2023$80,210not reported in the loaded dataset
Lifespan CorporationLifespan Corporation Retirement Plan2023$68,659not reported in the loaded dataset
Board Of Trustees Club Employees Pension FundClub Employees Pension Fund2023$47,628not reported in the loaded dataset
The Children'S Aid SocietyThe Children'S Aid Society Retirement Plan2023$12,026not reported in the loaded dataset

Related Form 5500 pages