Service Provider
MERCER
13 companies • 16 plans • 39 filings • Latest year 2024
Service providerActuarialAuditingCustodialEducation servicesInvestment managementOther servicesService code 49Service code 51Service code 60Trustee
Total Direct Compensation
$3,298,671
0.00% of tracked asset basis
Tracked Asset Basis
$97,908,247,690
Companies
13
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Puerto Rico Telephone Company | 66-0564397 | 8 | 4 | 2020 | $1,042,755 | 0.02% | $5,865,699,885 |
| J.C. Penney Company Inc. Tax Services - Ms1203 | 13-5583779 | 4 | 1 | 2016 | $740,000 | 0.00% | $19,591,152,500 |
| RAYTHEON TECHNOLOGIES CORPORATION | 06-1009612 | 8 | 1 | 2018 | $420,257 | 0.16% | $267,522,600 |
| The Kroger Co. | 31-0345740 | 1 | 1 | 2013 | $356,875 | 0.01% | $2,859,523,785 |
| The Aerospace Corporation | 95-2102389 | 2 | 1 | 2017 | $209,621 | 0.03% | $720,154,193 |
| Hewlett-Packard Company | 94-1081436 | 4 | 1 | 2017 | $161,193 | 0.00% | $52,113,659,609 |
| Siemens Medical Solutions USA Inc. | 82-4408126 | 1 | 1 | 2023 | $118,992 | 0.00% | $5,383,843,754 |
| Estee Lauder Inc. | 13-1871348 | 1 | 1 | 2024 | $105,485 | 0.01% | $902,204,728 |
| Siemens Westinghouse Power Corporation | 13-3987280 | 1 | 1 | 2023 | $53,079 | 0.00% | $3,323,106,835 |
| Advanced Micro Devices Inc. | 94-1692300 | 5 | 1 | 2019 | $52,408 | 0.12% | $42,316,790 |
| NOKIA OF AMERICA CORPORATION | 22-3408857 | 1 | 1 | 2012 | $26,006 | 0.00% | $530,804,500 |
| Corning Incorporated | 16-0393470 | 2 | 1 | 2013 | $12,000 | 0.00% | $5,315,008,630 |
| Named Fiduciaries of the Pen Plan for Ins Org | 27-0131295 | 1 | 1 | 2013 | - | - | $993,249,884 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2024 | Estee Lauder Inc. | Estee Lauder Inc. Retirement Growth Account Plan | Service provider | Education services • Other services • Service code 51 | $105,485 | 0.01% | $902,204,728 | View filing |
| 2023 | Siemens Medical Solutions USA Inc. | Master Trust for Siemens Medical Solutions USA Inc. Savings Plans | Service provider | Custodial • Other services | $118,992 | 0.00% | $5,383,843,754 | View filing |
| 2023 | Siemens Westinghouse Power Corporation | Siemens Energy Inc. Savings Plan | Service provider | Custodial • Other services | $53,079 | 0.00% | $3,323,106,835 | View filing |
| 2020 | Puerto Rico Telephone Company | Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees | Service provider | Investment management • Other services | $228,604 | 0.02% | $1,162,850,142 | View filing |
| 2019 | Puerto Rico Telephone Company | Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees | Service provider | Investment management • Other services | $233,036 | 0.02% | $1,138,080,404 | View filing |
| 2019 | Advanced Micro Devices Inc. | Advanced Micro Devices Inc. Disability Benefit Plan | Service provider | Custodial • Other services | $17,000 | 0.22% | $7,683,435 | View filing |
| 2018 | Puerto Rico Telephone Company | RETIREMENT PLAN FOR SALARIED EMPLOYEES OF PUERTO RICO TELEPHONE COMPANY II | Service provider | Investment management • Other services | $145,217 | 0.02% | $693,257,679 | View filing |
| 2018 | Puerto Rico Telephone Company | PUERTO RICO TELEPHONE COMPANY PENSION PLAN FOR HOURLY EMPLOYEES II | Service provider | Investment management • Other services | $87,294 | 0.02% | $420,874,969 | View filing |
| 2018 | RAYTHEON TECHNOLOGIES CORPORATION | Utc Employee Benefit Plan Trust | Service provider | Auditing • Other services • Service code 49 • Trustee | $35,160 | 0.09% | $38,357,372 | View filing |
| 2018 | Advanced Micro Devices Inc. | Advanced Micro Devices Inc. Disability Benefit Plan | Service provider | Custodial | $8,500 | 0.11% | $8,006,815 | View filing |
| 2017 | The Aerospace Corporation | The Aerospace Savings Account Plan ASAP | Service provider | Custodial • Service code 60 | $107,117 | 0.03% | $380,776,955 | View filing |
| 2017 | Puerto Rico Telephone Company | RETIREMENT PLAN FOR SALARIED EMPLOYEES OF PUERTO RICO TELEPHONE COMPANY II | Service provider | Investment management • Other services | $34,732 | 0.00% | $741,129,753 | View filing |
| 2017 | Hewlett-Packard Company | Hp Inc. Master Trust | Service provider | Custodial • Other services | $31,158 | 0.00% | $12,650,896,826 | View filing |
| 2017 | Hewlett-Packard Company | Hp Inc. Master Trust | Service provider | Custodial • Other services | $31,158 | 0.00% | $12,651,214,670 | View filing |
| 2017 | Puerto Rico Telephone Company | PUERTO RICO TELEPHONE COMPANY PENSION PLAN FOR HOURLY EMPLOYEES II | Service provider | Investment management • Other services | $20,878 | 0.00% | $445,272,882 | View filing |
| 2017 | RAYTHEON TECHNOLOGIES CORPORATION | Utc Employee Benefit Plan Trust | Service provider | Auditing • Other services • Service code 49 • Trustee | $12,622 | 0.03% | $46,221,099 | View filing |
| 2016 | J.C. Penney Company Inc. Tax Services - Ms1203 | J.C. Penney Company Inc. Pension Plan | Service provider | Actuarial • Other services • Service code 51 | $319,000 | 0.01% | $3,615,970,500 | View filing |
| 2016 | Puerto Rico Telephone Company | Retirement Plan for Salaried Employees of Puerto Rico Telephone Company | Service provider | Investment management | $146,728 | 0.02% | $632,111,526 | View filing |
| 2016 | The Aerospace Corporation | The Aerospace Savings Account Plan ASAP | Service provider | Custodial | $102,504 | 0.03% | $339,377,239 | View filing |
| 2016 | RAYTHEON TECHNOLOGIES CORPORATION | Utc Employee Benefit Plan Trust | Service provider | Auditing • Other services • Service code 49 • Trustee | $57,933 | 0.31% | $18,604,480 | View filing |
| 2016 | Hewlett-Packard Company | Hp Inc. Master Trust | Service provider | Custodial • Other services | $48,475 | 0.00% | $13,089,560,197 | View filing |
| 2015 | Puerto Rico Telephone Company | Retirement Plan for Salaried Employees of Puerto Rico Telephone Company | Service provider | Investment management | $146,266 | 0.02% | $632,122,531 | View filing |
| 2015 | RAYTHEON TECHNOLOGIES CORPORATION | Utc Employee Benefit Plan Trust | Service provider | Auditing • Other services • Service code 49 • Trustee | $67,169 | 0.53% | $12,762,619 | View filing |
| 2015 | Hewlett-Packard Company | Hp Inc. Master Trust | Service provider | Custodial • Other services | $50,402 | 0.00% | $13,721,987,916 | View filing |
| 2015 | Advanced Micro Devices Inc. | Advanced Micro Devices Inc. Disability Benefit Plan | Service provider | Custodial | $23,575 | 0.27% | $8,753,544 | View filing |
| 2014 | RAYTHEON TECHNOLOGIES CORPORATION | Utc Employee Benefit Plan Trust | Service provider | Auditing • Other services • Service code 49 • Trustee | $164,314 | 0.90% | $18,266,364 | View filing |
| 2014 | J.C. Penney Company Inc. Tax Services - Ms1203 | J.C. Penney Company Inc. Pension Plan | Service provider | Actuarial • Other services • Service code 51 | $142,000 | 0.00% | $5,474,405,500 | View filing |
| 2014 | Advanced Micro Devices Inc. | Advanced Micro Devices Inc. Disability Benefit Plan | Service provider | Custodial | $833 | 0.01% | $9,207,151 | View filing |
| 2013 | The Kroger Co. | The Kroger Co Master Retirement Trust | Service provider | Actuarial | $356,875 | 0.01% | $2,859,523,785 | View filing |
| 2013 | J.C. Penney Company Inc. Tax Services - Ms1203 | J.C. Penney Company Inc. Pension Plan | Service provider | Actuarial • Other services • Service code 51 | $229,000 | 0.00% | $5,263,623,500 | View filing |
| 2013 | RAYTHEON TECHNOLOGIES CORPORATION | Utc Employee Benefit Plan Trust | Service provider | Auditing • Other services • Service code 49 • Trustee | $26,279 | 0.07% | $35,298,564 | View filing |
| 2013 | RAYTHEON TECHNOLOGIES CORPORATION | Utc Employee Benefit Plan Trust | Service provider | Auditing • Other services • Service code 49 • Trustee | $26,279 | 0.07% | $35,298,564 | View filing |
| 2013 | Corning Incorporated | The Pension Plan of Corning Incorporated | Service provider | Investment management | $6,000 | 0.00% | $2,657,504,315 | View filing |
| 2013 | Corning Incorporated | The Pension Plan of Corning Incorporated | Service provider | Investment management | $6,000 | 0.00% | $2,657,504,315 | View filing |
| 2013 | Advanced Micro Devices Inc. | Advanced Micro Devices Inc. Disability Benefit Plan | Service provider | Custodial | $2,500 | 0.03% | $8,665,845 | View filing |
| 2013 | Named Fiduciaries of the Pen Plan for Ins Org | The Pension Plan for Insurance Organizations | Service provider | Investment management | - | - | $993,249,884 | View filing |
| 2012 | J.C. Penney Company Inc. Tax Services - Ms1203 | J.C. Penney Company Inc. Pension Plan | Service provider | Other services • Service code 51 | $50,000 | 0.00% | $5,237,153,000 | View filing |
| 2012 | RAYTHEON TECHNOLOGIES CORPORATION | Utc Employee Benefit Plan Trust | Service provider | Auditing • Other services • Service code 49 • Trustee | $30,501 | 0.05% | $62,713,538 | View filing |
| 2012 | NOKIA OF AMERICA CORPORATION | Lucent Technologies Inc. Medical Expense Plan for Retired Employees | Service provider | Custodial • Investment management • Other services | $26,006 | 0.00% | $530,804,500 | View filing |