Civic Intelligence
Service Provider

MERCER

21 companies • 25 plans • 43 filings • Latest year 2024

13-2834414Company Profile • 13-2834414Service providerAccountingActuarialClaims processingConsultingContract administrationCustodialEducation servicesInvestment managementOther servicesService code 51Service code 60Service code 64Service code 68

Total Direct Compensation

$10,262,294

0.02% of tracked asset basis

Tracked Asset Basis

$68,362,117,479

Companies

21

Companies

CompanyEINFilingsPlansLatest YearDirect CompensationFee %Asset Basis
PEPSICO, INC. ERIK A. SOSSA, 2/213-1584302222024$2,326,1740.02%$11,449,111,000
Foster Wheeler Inc22-3800664922020$2,141,4270.17%$1,264,876,907
The Board of Trustees of Leland Stanford Junior University94-1156365212024$1,136,3810.25%$454,168,552
New United Motor Manufacturing Inc.94-2930678322011$801,6120.18%$433,512,660
PUERTO RICANCARS, INC.13-1938568422024$736,1420.05%$1,354,847,763
Lans LLC and Llns LLC26-6431956412012$673,2580.00%$15,507,607,477
American Honda Motor Company Inc.61-1439871212012$607,2340.01%$7,500,300,534
Varian Medical Systems Inc.94-2359345412010$418,9020.02%$1,990,794,972
Pernod Ricard USA LLC52-2318616112024$329,5330.13%$253,068,820
Newell Co.36-1953130112024$298,9450.05%$655,325,003
Battelle Memorial Institute31-4379427112023$197,8370.01%$1,825,536,987
Benjamin Moore & Co.13-5256230112017$186,5900.08%$233,697,924
THE CHUBB CORPORATION13-2595722112024$125,7960.00%$3,703,760,319
JOHNSON CONTROLS, INC. MASTER WELFARE TRUST39-0380010112017$58,2290.00%$4,747,765,982
Tyco International Management Company20-5073412112017$58,2290.00%$2,234,049,783
Deseret Mutual Benefit Administrators87-0440163112024$52,4510.00%$7,404,310,051
Ruddick Corporation56-0905940112024$39,2440.03%$143,944,863
Lawrence Livermore National Security LLC20-5624386112013$28,2340.01%$434,303,997
Quest Diagnostics Incorporated16-1387862112012$27,5800.00%$2,630,315,000
Midwest Express Inc.51-0298133112013$9,3960.05%$20,371,017
AMERICAN HONDA MOTOR CO., INC.95-2041006112012$9,1000.00%$4,120,447,873

Filings

YearCompanyPlanRolesServicesDirect CompensationFee %Asset BasisFiling
2024PEPSICO, INC. ERIK A. SOSSA, 2/2Pepsico Inc. Employees Retirement Plan HService providerActuarial$1,299,5560.03%$4,231,251,000View filing
2024PEPSICO, INC. ERIK A. SOSSA, 2/2Frito-Lay Inc. Retirement PlanService providerActuarial$1,026,6180.01%$7,217,860,000View filing
2024The Board of Trustees of Leland Stanford Junior UniversityStanford University Staff Retirement Annuity PlanService providerActuarial$820,1850.40%$203,173,285View filing
2024Pernod Ricard USA LLCPernod Ricard USA LLC Employees' Retirement PlanService providerActuarial • Consulting • Contract administration • Other services • Service code 64$329,5330.13%$253,068,820View filing
2024Newell Co.Newell Pension Plan for Salaried and Clerical EmployeesService providerClaims processing • Other services$298,9450.05%$655,325,003View filing
2024PUERTO RICANCARS, INC.The Hertz Corporation Master TrustService providerAccounting$200,5720.06%$337,915,383View filing
2024PUERTO RICANCARS, INC.The Hertz Corporation Account Balance Defined Benefit Pension PlanService providerAccounting$144,5300.04%$333,429,059View filing
2024THE CHUBB CORPORATIONPension Plan of the Chubb Corporation, Chubb & Son Inc. and Participating AffiliatesService providerActuarial • Other services$125,7960.00%$3,703,760,319View filing
2024Deseret Mutual Benefit AdministratorsDeseret Mutual Master Retirement PlanService providerCustodial • Other services$52,4510.00%$7,404,310,051View filing
2024Ruddick CorporationRuddick Corporation Employees Pension PlanService providerActuarial$39,2440.03%$143,944,863View filing
2023PUERTO RICANCARS, INC.The Hertz Corporation Master TrustService providerAccounting$220,0000.06%$343,794,745View filing
2023Battelle Memorial InstitutePension Plan of the Pacific Northwest Laboratories Battelle Memorial InstituteService providerActuarial • Consulting$197,8370.01%$1,825,536,987View filing
2023PUERTO RICANCARS, INC.The Hertz Corporation Account Balance Defined Benefit Pension PlanService providerAccounting$171,0400.05%$339,708,576View filing
2020Foster Wheeler IncFoster Wheeler Inc. Salaried Employees Pension PlanService providerActuarial • Consulting$294,7180.34%$86,716,899View filing
2020Foster Wheeler IncFoster Wheeler Inc. Pension Plan for Certain EmployeesService providerActuarial • Consulting$219,8500.13%$167,750,223View filing
2019Foster Wheeler IncFoster Wheeler Inc. Salaried Employees Pension PlanService providerActuarial • Consulting$260,4730.33%$78,262,251View filing
2019Foster Wheeler IncFoster Wheeler Inc. Salaried Employees Pension PlanService providerActuarial • Consulting$260,4730.33%$78,262,251View filing
2019Foster Wheeler IncFoster Wheeler Inc. Pension Plan for Certain EmployeesService providerActuarial • Consulting$240,6010.16%$149,181,001View filing
2019Foster Wheeler IncFoster Wheeler Inc. Pension Plan for Certain EmployeesService providerActuarial • Consulting$240,6010.16%$149,181,001View filing
2018Foster Wheeler IncFoster Wheeler Inc. Pension Plan for Certain EmployeesService providerActuarial • Consulting$261,9570.19%$139,930,529View filing
2018Foster Wheeler IncFoster Wheeler Inc. Salaried Employees Pension PlanService providerActuarial • Consulting$224,6870.14%$164,283,889View filing
2017Benjamin Moore & Co.Benjamin Moore & Co. Retirement Income PlanService providerActuarial$186,5900.08%$233,697,924View filing
2017Foster Wheeler IncFoster Wheeler Inc. Salaried Employees Pension PlanService providerActuarial • Consulting$138,0670.05%$251,308,866View filing
2017Tyco International Management CompanyTyco International Retirement Savings & Investment PlanService providerActuarial • Custodial • Investment management$58,2290.00%$2,234,049,783View filing
2017JOHNSON CONTROLS, INC. MASTER WELFARE TRUSTJohnson Controls Inc. Savings and Investment Master TrustService providerActuarial • Custodial • Investment management$58,2290.00%$4,747,765,982View filing
2013Lawrence Livermore National Security LLCLlns 401(K) Retirement PlanService providerCustodial • Investment management$28,2340.01%$434,303,997View filing
2013Midwest Express Inc.Midwest Express Inc. Retirement Pension PlanService providerConsulting • Contract administration$9,3960.05%$20,371,017View filing
2012American Honda Motor Company Inc.American Honda Master TrustService providerConsulting • Contract administration$445,7540.01%$4,065,635,144View filing
2012Lans LLC and Llns LLCLlns LLC and Lans LLC Defined Benefit Plan Group TrustService providerEducation services • Other services • Service code 51 • Service code 68$196,5640.00%$4,507,369,787View filing
2012Quest Diagnostics IncorporatedProfit Sharing Plan of Quest Diagnostics IncorporatedService providerEducation services • Service code 60$27,5800.00%$2,630,315,000View filing
2012AMERICAN HONDA MOTOR CO., INC.Honda Retirement PlanService providerConsulting • Contract administration$9,1000.00%$4,120,447,873View filing
2011New United Motor Manufacturing Inc.New United Motor Manufacturing Inc./Uaw Hourly Defined Benefit PlanService providerActuarial$675,7920.33%$204,918,484View filing
2011Lans LLC and Llns LLCLlns LLC and Lans LLC Defined Benefit Plan Group TrustService providerEducation services • Other services • Service code 51 • Service code 68$219,0970.01%$3,832,325,301View filing
2011Lans LLC and Llns LLCLlns LLC and Lans LLC Defined Benefit Plan Group TrustService providerEducation services • Other services • Service code 51 • Service code 68$219,0970.01%$3,832,325,301View filing
2010The Board of Trustees of Leland Stanford Junior UniversityStanford University Staff Retirement Annuity PlanService providerActuarial$316,1960.13%$250,995,267View filing
2010American Honda Motor Company Inc.American Honda Master TrustService providerConsulting$161,4800.00%$3,434,665,390View filing
2010Varian Medical Systems Inc.Varian Medical Systems Inc. Retirement PlanService providerConsulting$89,6690.02%$540,249,457View filing
2010Varian Medical Systems Inc.Varian Medical Systems Inc. Retirement PlanService providerConsulting$89,6690.02%$540,249,457View filing
2010Lans LLC and Llns LLCLlns LLC and Lans LLC Defined Benefit Plan Group TrustService providerEducation services • Other services • Service code 51 • Service code 68$38,5000.00%$3,335,587,089View filing
2009Varian Medical Systems Inc.Varian Medical Systems Inc. Retirement PlanService providerConsulting • Service code 60$119,7820.03%$455,148,029View filing
2009Varian Medical Systems Inc.Varian Medical Systems Inc. Retirement PlanService providerConsulting • Service code 60$119,7820.03%$455,148,029View filing
2009New United Motor Manufacturing Inc.New United Motor Manufacturing Inc./Uaw Hourly Defined Benefit PlanService providerActuarial$93,7290.05%$196,285,785View filing
2009New United Motor Manufacturing Inc.Uaw/Nummi Retiree Supplemental Health Insurance PlanService providerActuarial$32,0910.10%$32,308,392View filing