Western Asset Management Company — 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 Company is reported as a service provider on 69 loaded Form 5500 filing(s) across 67 plan sponsor(s) and 69 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $26,759,121 and reported indirect compensation totals $2,316,795.
Reported compensation summary
- Reported direct compensation
- $26,759,121
- Reported indirect compensation
- $2,316,795
- Total reported compensation
- $29,075,916
- Filings
- 69
- Plan sponsors
- 67
- Plans
- 69
- 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 |
|---|---|---|---|
| At&T Inc. | TX | 2 | $3,967,000 |
| Bank Of America Corporation | RI | 1 | $3,638,536 |
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | NY | 1 | $2,092,300 |
| Twdc Enterprises 18 Corp. | CA | 1 | $1,839,464 |
| Caterpillar Inc. | TX | 1 | $1,738,193 |
| Ford Motor Company | MI | 2 | $1,612,365 |
| The Boeing Co. And Consolidated Subsidiaries | WA | 1 | $1,342,634 |
| Fca Us LLC | MI | 1 | $1,112,221 |
| The Kroger Co | OH | 1 | $748,508 |
| Emerson Electric Company | MO | 1 | $714,286 |
State footprint
Plans reporting Western Asset Management Company are sponsored in NY (13), TX (8), MI (7), CA (5), MD (4), GA (3), NJ (3), MN (2), OH (2), DE (2), MO (2), IL (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $3,638,536 | not reported in the loaded dataset |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $2,604,000 | $0 |
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | 1199seiu Health Care Employees Pension Fund | 2023 | not reported in the loaded dataset | $2,092,300 |
| Twdc Enterprises 18 Corp. | The Walt Disney Company Retirement Plan Master Trust | 2023 | $1,839,464 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Master Retirement Trust | 2023 | $1,738,193 | not reported in the loaded dataset |
| At&T Inc. | At&T Savings Group Investment Trust | 2023 | $1,363,000 | not reported in the loaded dataset |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $1,342,634 | not reported in the loaded dataset |
| Fca Us LLC | Fca Us LLC Master Retirement Trust Balanced Pool | 2023 | $1,112,221 | $0 |
| Ford Motor Company | Ford Motor Company Trust Fund Fixed Income-Broad | 2023 | $1,086,807 | not reported in the loaded dataset |
| The Kroger Co | The Kroger Co Master Retirement Trust | 2023 | $748,508 | $0 |
| Emerson Electric Company | Emerson Electric Co Retirement Master Trust | 2023 | $714,286 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Investment Trust | 2023 | $705,071 | not reported in the loaded dataset |
| Xpo Cnw, Inc. | Xpo Pension Plan | 2023 | $697,732 | not reported in the loaded dataset |
| Nisource Inc. | Nisource Inc. Master Retirement Trust | 2023 | $695,821 | not reported in the loaded dataset |
| Norfolk Southern Corporation | Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies | 2023 | $584,196 | not reported in the loaded dataset |
| Ford Motor Company | Ford Motor Company Trust Fund Fixed Income - Intermediate Credit | 2023 | $525,558 | not reported in the loaded dataset |
| Board Of Trustees Of Graphic Arts Industry Joint Pension Plan | Graphic Arts Industry Joint Pension Trust | 2023 | $487,445 | not reported in the loaded dataset |
| Consolidated Nuclear Security, LLC | Defined Benefit Plans Mtia | 2023 | $480,052 | not reported in the loaded dataset |
| Nxp Usa, Inc. | Nxp 401(K) Retirement Plan | 2023 | $448,711 | not reported in the loaded dataset |
| Unisys Corporation | Unisys Master Trust | 2023 | $437,633 | not reported in the loaded dataset |
| Union Carbide Corporation C/O The Dow Chemical Company | Union Carbide Employees' Pension Plan | 2023 | $425,710 | not reported in the loaded dataset |
| Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan | Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan | 2023 | $367,997 | not reported in the loaded dataset |
| Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | Bert Bell/Pete Rozelle Nfl Player Retirement Plan | 2023 | $317,856 | not reported in the loaded dataset |
| Navistar, Inc. | Navistar, Inc. Retiree Health Benefit And Life Insurance Plan | 2023 | $285,000 | not reported in the loaded dataset |
| Board Of Trustees, Directors Guild Of America- | Directors Guild Of America-Producer Pension Plan Basic Benefit Plan | 2023 | $265,188 | not reported in the loaded dataset |
| Connect Holding Ii LLC D/B/A Brightspeed | Brightspeed Pension Plan | 2023 | $263,786 | not reported in the loaded dataset |
| Hess Corporation | Hess Corporation Employees' Pension Plan | 2023 | $254,783 | not reported in the loaded dataset |
| Campbell Soup Company | Campbell Pension Plans Master Retirement Trust | 2023 | $249,812 | $0 |
| Deutsche Bank Americas Holding Corporation | Deutsche Bank Cash Account Pension Plan | 2023 | $243,080 | not reported in the loaded dataset |
| Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan | 2023 | $241,858 | not reported in the loaded dataset |
| Thomson Reuters Holdings Inc. | Thomson Reuters Group Pension Plan | 2023 | $231,250 | not reported in the loaded dataset |
| Aon Corporation | Aon Savings Plan | 2023 | $209,797 | not reported in the loaded dataset |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | Heating, Piping And Refrigeration Pension Fd Pension Fund | 2023 | $205,298 | $0 |
| Meijer, Inc. | Meijer Pension Master Trust | 2023 | $182,159 | not reported in the loaded dataset |
| International Union, Uaw | Uaw Master Pension Trust | 2023 | $148,882 | not reported in the loaded dataset |
| Operating Engineers Local 428 Annuity Trust Fund | Operating Engineers Local 428 Annuity Trust Fund | 2023 | $126,688 | not reported in the loaded dataset |
| 3m Company | 3m Retiree Welfare Benefit Plan | 2023 | $114,865 | not reported in the loaded dataset |
| Board Of Trustees Of 1199seiu Greater New York Pension Fund | 1199seiu Greater New York Pension Fund | 2023 | $0 | $112,357 |
| Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey | Heavy & General Laborers' Local 472 & Local 172 Of Nj- Welfare Fund | 2023 | $110,835 | not reported in the loaded dataset |
| Thyssenkrupp North America, LLC | Thyssenkrupp Fixed Income Master Trust Unit | 2023 | $106,652 | not reported in the loaded dataset |
| Eidp, Inc. | Corteva Agriscience Defined Contribution Plan Master Trust | 2023 | $105,854 | not reported in the loaded dataset |
| Pavers & Road Builders Dc Pension | Pavers & Road Builders Dc Pension Fund | 2023 | $93,305 | not reported in the loaded dataset |
| Board Of Trustees Of Newspaper And Mail Deliverers' Publishers' Pensio | Newspaper And Mail Deliverers' Publishers' Pension Fund | 2023 | $84,089 | not reported in the loaded dataset |
| Board Of Trustees For Pacific Coast Roofers Pension Plan | Pacific Coast Roofers Pension Plan | 2023 | $83,368 | not reported in the loaded dataset |
| Board Of Trustees Of Nycdcc Pension Fund | New York District Council Of Carpenters Pension Pl | 2023 | $81,454 | not reported in the loaded dataset |
| Board Of Trustees, Southern Nevada Culinary And | Southern Nevada Culinary And Bartenders Pension Plan | 2023 | $80,807 | $0 |
| Board Of Trustees Of The 1199seiu Home Care Employees Pension Fund | 1199seiu Home Care Employees Pension Fund | 2023 | $0 | $67,341 |
| Board Of Trustees Local 804 Annuity Fund | Local 804 Annuity Fund | 2023 | $65,593 | not reported in the loaded dataset |
| Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio | Hotel Union And Hotel Industry Of Hawaii Pension Plan | 2023 | $63,190 | $0 |
| Westlake Management Services, Inc. | Westlake Defined Benefit Plan | 2023 | $60,861 | $0 |
Related Form 5500 pages
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- Sbc Master Pension Trust (plan 020)
- At&T Inc. — all reported plans
- 1199seiu Health Care Employees Pension Fund (plan 001)
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund — all reported plans
- The Walt Disney Company Retirement Plan Master Trust (plan 007)
- Twdc Enterprises 18 Corp. — all reported plans
- Caterpillar Inc. Master Retirement Trust (plan 019)
- Caterpillar Inc. — all reported plans
- At&T Savings Group Investment Trust (plan 021)
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- Fca Us LLC Master Retirement Trust Balanced Pool (plan 059)
- Fca Us LLC — all reported plans
- Ford Motor Company Trust Fund Fixed Income-Broad (plan 104)
- Ford Motor Company — all reported plans
- The Kroger Co Master Retirement Trust (plan 008)
- The Kroger Co — all reported plans
- Emerson Electric Co Retirement Master Trust (plan 121)
- Emerson Electric Company — all reported plans
- Caterpillar Inc. Investment Trust (plan 032)
- Caterpillar Inc. — all reported plans
- Xpo Pension Plan (plan 005)
- Xpo Cnw, Inc. — all reported plans
- Nisource Inc. Master Retirement Trust (plan 001)
- Nisource Inc. — all reported plans
- Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies (plan 001)
- Norfolk Southern Corporation — all reported plans
- Ford Motor Company Trust Fund Fixed Income - Intermediate Credit (plan 118)
- Graphic Arts Industry Joint Pension Trust (plan 001)
- Board Of Trustees Of Graphic Arts Industry Joint Pension Plan — all reported plans
- Defined Benefit Plans Mtia (plan 006)
- Consolidated Nuclear Security, LLC — all reported plans
- Nxp 401(K) Retirement Plan (plan 001)
- Nxp Usa, Inc. — all reported plans
- Unisys Master Trust (plan 023)
- Unisys Corporation — all reported plans
- Union Carbide Employees' Pension Plan (plan 001)
- Union Carbide Corporation C/O The Dow Chemical Company — all reported plans
- Local 804 I.B.T. And Local 447 I.A.M. - Ups Multi-Employer Retirement Plan (plan 001)
- Bd Of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan — all reported plans
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan (plan 001)
- Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan — all reported plans
- Navistar, Inc. Retiree Health Benefit And Life Insurance Plan (plan 584)
- Navistar, Inc. — all reported plans
- Directors Guild Of America-Producer Pension Plan Basic Benefit Plan (plan 001)
- Board Of Trustees, Directors Guild Of America- — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources