Western Asset 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, Western Asset Management is reported as a service provider on 57 loaded Form 5500 filing(s) across 45 plan sponsor(s) and 56 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $15,989,181 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $15,989,181
- Reported indirect compensation
- $0
- Total reported compensation
- $15,989,181
- Filings
- 57
- Plan sponsors
- 45
- Plans
- 56
- 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 |
|---|---|---|---|
| National Grid Usa Service Company, Inc. | NY | 6 | $2,928,586 |
| International Business Machines Corporation | NY | 2 | $2,611,071 |
| International Paper Company | TN | 3 | $1,850,406 |
| Johnson And Johnson | NJ | 2 | $1,226,454 |
| Chubb Ina Holdings Inc. | PA | 1 | $882,872 |
| Verizon Communications Inc. | NJ | 1 | $829,025 |
| Hp Inc. | TX | 1 | $647,713 |
| Dupont Capital Management Corp. | MO | 1 | $636,895 |
| Board Of Trustees Boilermaker-Blacksmith National | MO | 1 | $624,488 |
| International Brotherhood Of Electrical Workers' Pension Benefit Fund | DC | 1 | $441,695 |
State footprint
Plans reporting Western Asset Management are sponsored in NY (12), MI (9), NJ (5), IL (5), MO (4), PA (4), TN (4), DC (3), TX (1), AZ (1), WV (1), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Business Machines Corporation | Ibm 401 (K) Plus Plan | 2023 | $1,381,564 | not reported in the loaded dataset |
| International Paper Company | The International Paper Co Retirement Plan Pension Account | 2023 | $1,381,224 | not reported in the loaded dataset |
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $1,229,507 | $0 |
| National Grid Usa Service Company, Inc. | Keyspan Corporation Pension Master Trust | 2023 | $1,129,216 | not reported in the loaded dataset |
| Chubb Ina Holdings Inc. | Pension Plan Of The Chubb Corporation | 2023 | $882,872 | $0 |
| Verizon Communications Inc. | Bell Atlantic Master Trust | 2023 | $829,025 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $784,689 | not reported in the loaded dataset |
| Hp Inc. | Hp Inc. Master Trust | 2023 | $647,713 | not reported in the loaded dataset |
| Board Of Trustees Boilermaker-Blacksmith National | Boilermaker-Blacksmith National Pension Trust | 2023 | $624,488 | not reported in the loaded dataset |
| National Grid Usa Service Company, Inc. | Niagara Mohawk Medical, Prescription Drug, And Life Insurance Plan For Retired Former Represented Empl | 2023 | $501,785 | not reported in the loaded dataset |
| National Grid Usa Service Company, Inc. | National Grid Usa Companies Final Average Pay Pension Plan | 2023 | $474,167 | not reported in the loaded dataset |
| National Grid Usa Service Company, Inc. | Keyspan Corporation Union Veba Master Trust | 2023 | $461,306 | not reported in the loaded dataset |
| Dupont Capital Management Corp. | Dupont Capital Management Corporation (Dcmc) Gem Trust Gem Trust Opportunistic 3 | 2023 | $454,239 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Savings Plan Trust | 2023 | $441,765 | not reported in the loaded dataset |
| International Brotherhood Of Electrical Workers' Pension Benefit Fund | Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund | 2023 | $441,695 | not reported in the loaded dataset |
| The National Education Association | Employees' Retirement Plan Of The National Education Association | 2023 | $356,128 | not reported in the loaded dataset |
| International Paper Company | International Paper Company Combined Defined Contribution Trust Fund - Stable Value Fund | 2023 | $327,085 | not reported in the loaded dataset |
| Duquesne Light Company | Duquesne Light Company Defined Benefit Retirement Plan | 2023 | $294,251 | not reported in the loaded dataset |
| Bayer Corporation | Bayer Corporation Master Trust | 2023 | $238,946 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Michigan | Blue Cross Blue Shield Of Michigan Retiree Medical Benefit Plan | 2023 | $234,656 | not reported in the loaded dataset |
| National Grid Usa Service Company, Inc. | Niagara Mohawk Pension Plan | 2023 | $210,579 | not reported in the loaded dataset |
| Segal Advisors, Inc. | Fixed Income Group Trust (A Fund Within The Marco Consulting Group Trust I) | 2023 | $197,156 | not reported in the loaded dataset |
| Dupont Capital Management Corp. | Dupont Capital Management Corporation (Dcmc) Gem Trust Gem Trust Opportunistic 3 | 2023 | $182,656 | not reported in the loaded dataset |
| National Auto Sprinkler Welfare Fund Joint Board Of Trustees | National Automatic Sprinkler Industry Welfare Fund | 2023 | $161,140 | not reported in the loaded dataset |
| National Grid Usa Service Company, Inc. | National Grid Usa Companies' Retirees Health And Life Insurance Plan Ii | 2023 | $151,533 | not reported in the loaded dataset |
| Ufcw Union Local 919 & Contributing Empl Pension | Ufcw Union Local 919 & Contributing Employers' Food Pension Fund | 2023 | $147,257 | not reported in the loaded dataset |
| Kellanova | Kellanova Retiree Welfare Benefit Plan | 2023 | $143,520 | not reported in the loaded dataset |
| International Paper Company | International Paper Co Ret Acct - Bond Pool | 2023 | $142,097 | not reported in the loaded dataset |
| Pulitzer, Inc. | Pulitzer, Inc. Master Trust | 2023 | $136,340 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Michigan | Blue Cross Blue Shield Of Michigan Employees' Retirement Account Plan | 2023 | $119,010 | not reported in the loaded dataset |
| Pennsylvania State Education Assoc | Pennsylvania State Education Association Pension Plan | 2023 | $112,641 | not reported in the loaded dataset |
| International Brotherhood Of Electrical Workers | Union Electrical Industry Master Trust | 2023 | $110,665 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 150 Pension Fund | Plumbers & Steamfitters Local 150 Pension Fund | 2023 | $108,663 | not reported in the loaded dataset |
| Ibew Local 683 Board Of Trustees | Ibew Local 683 Pension Fund Pension Plan | 2023 | $104,543 | not reported in the loaded dataset |
| Joint Bot Cleveland Bakers And Teamsters Pension Fund | Cleveland Bakers And Teamsters Pension Fund | 2023 | $95,591 | not reported in the loaded dataset |
| Ibew Local 269 Pension Fund | Ibew Local 269 Pension Plan | 2023 | $90,248 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Michigan | Blue Cross Blue Shield Of Michigan Represented Employees' Retirement Income Plan | 2023 | $87,118 | not reported in the loaded dataset |
| Supervalu Inc. | Supervalu Master Investment Trust | 2023 | $78,183 | $0 |
| Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund | Local 295 I.B.T. Employer Group Pension Trust Fund | 2023 | $71,585 | not reported in the loaded dataset |
| Dole Food Company, Inc. | Consolidated Retirement Plan Of Dole Food Company, Inc. | 2023 | $57,367 | not reported in the loaded dataset |
| Plumbers Local Union No 200 Pension Fund Board Of Trustees | Plumbers Local Union No. 200 Pension Fund | 2023 | $53,969 | not reported in the loaded dataset |
| Budd E&A Veba Retiree Committee | Budd E&A Veba Plan | 2023 | $45,007 | $0 |
| Board Of Trustees, New Jersey Bldg Statewide Welfare Fd | New Jersey Building Laborers Statewide Welfare Fund | 2023 | $42,321 | not reported in the loaded dataset |
| Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund | Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund | 2023 | $40,806 | not reported in the loaded dataset |
| Trustees Of Buffalo Laborers' Pension Fund | Buffalo Laborers' Pension Fund | 2023 | $39,124 | not reported in the loaded dataset |
| Board Of Trustees Of Local 295 I.B.T. Employer Group Welfare Fund | Local 295 I.B.T. Employer Group Welfare Fund | 2023 | $34,629 | not reported in the loaded dataset |
| Trustees Of 786 Ibt Material Welfare Fund | Building Material Chauffeurs, Teamsters & Helpers Welfare Fund Of Chicago | 2023 | $33,369 | not reported in the loaded dataset |
| Joint Board Of Trustees Of 4th District Ibew Health Fund | 4th District Ibew Health Fund | 2023 | $26,982 | not reported in the loaded dataset |
| Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund | Local 786 I.B. Of T. Severance Trust Fund | 2023 | $22,201 | not reported in the loaded dataset |
| Trustees Of Lumber Employees 786 Retirement Fund | Lumber Employees Local 786 Retirement Fund | 2023 | $14,072 | not reported in the loaded dataset |
Related Form 5500 pages
- Ibm 401 (K) Plus Plan (plan 005)
- International Business Machines Corporation — all reported plans
- The International Paper Co Retirement Plan Pension Account (plan 213)
- International Paper Company — all reported plans
- Ibm Personal Pension Plan (plan 001)
- Keyspan Corporation Pension Master Trust (plan 002)
- National Grid Usa Service Company, Inc. — all reported plans
- Pension Plan Of The Chubb Corporation (plan 003)
- Chubb Ina Holdings Inc. — all reported plans
- Bell Atlantic Master Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — all reported plans
- Hp Inc. Master Trust (plan 124)
- Hp Inc. — all reported plans
- Boilermaker-Blacksmith National Pension Trust (plan 001)
- Board Of Trustees Boilermaker-Blacksmith National — all reported plans
- Niagara Mohawk Medical, Prescription Drug, And Life Insurance Plan For Retired Former Represented Empl (plan 521)
- National Grid Usa Companies Final Average Pay Pension Plan (plan 003)
- Keyspan Corporation Union Veba Master Trust (plan 600)
- Dupont Capital Management Corporation (Dcmc) Gem Trust Gem Trust Opportunistic 3 (plan 001)
- Dupont Capital Management Corp. — all reported plans
- Johnson And Johnson Savings Plan Trust (plan 019)
- Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund (plan 001)
- International Brotherhood Of Electrical Workers' Pension Benefit Fund — all reported plans
- Employees' Retirement Plan Of The National Education Association (plan 333)
- The National Education Association — all reported plans
- International Paper Company Combined Defined Contribution Trust Fund - Stable Value Fund (plan 214)
- Duquesne Light Company Defined Benefit Retirement Plan (plan 001)
- Duquesne Light Company — all reported plans
- Bayer Corporation Master Trust (plan 002)
- Bayer Corporation — all reported plans
- Blue Cross Blue Shield Of Michigan Retiree Medical Benefit Plan (plan 504)
- Blue Cross Blue Shield Of Michigan — all reported plans
- Niagara Mohawk Pension Plan (plan 001)
- Fixed Income Group Trust (A Fund Within The Marco Consulting Group Trust I) (plan 002)
- Segal Advisors, Inc. — all reported plans
- Dupont Capital Management Corporation (Dcmc) Gem Trust Gem Trust Opportunistic 3 (plan 001)
- National Automatic Sprinkler Industry Welfare Fund (plan 501)
- National Auto Sprinkler Welfare Fund Joint Board Of Trustees — all reported plans
- National Grid Usa Companies' Retirees Health And Life Insurance Plan Ii (plan 511)
- Form 5500 Schedule C explained
- Methodology
- Data sources