Artisan 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, Artisan Partners is reported as a service provider on 22 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 22 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $15,311,808 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$15.3MDirect + indirect, across loaded filings$15,311,808
Plans served22
Plan sponsors20
Filings22
Direct vs. indirect compensation
Direct compensation$15.3M
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation37%Rtx Corporation
Top state share of plans20%CA
Plan sponsors served20
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Artisan Partners. Bars show relative scale.

  1. 1
    CT · 1 plan(s)
  2. 2
    OH · 1 plan(s)
  3. 3
    FL · 1 plan(s)
  4. 4
  5. 5
    TN · 3 plan(s)
  6. 6
    GA · 1 plan(s)
  7. 7
  8. 8
    NJ · 1 plan(s)
  9. 9
  10. 10
Geographic reach

State footprint

Where Artisan Partners appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CA4 plan(s)
  2. 2
    TN3 plan(s)
  3. 3
    GA2 plan(s)
  4. 4
    CT2 plan(s)
  5. 5
    FL2 plan(s)
  6. 6
    OH1 plan(s)
  7. 7
    OR1 plan(s)
  8. 8
    PA1 plan(s)
  9. 9
    AL1 plan(s)
  10. 10
    WI1 plan(s)
  11. 11
    AZ1 plan(s)
  12. 12
    MI1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Artisan Partners are sponsored, by plan count.

  1. 1
    Memphis, TN3 plan(s)
  2. 2
    Atlanta, GA2 plan(s)
  3. 3
  4. 4
    Scotia, CA1 plan(s)
  5. 5
  6. 6
  7. 7
  8. 8
    Orlando, FL1 plan(s)
  9. 9
    Petoskey, MI1 plan(s)
  10. 10
    Iselin, NJ1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Rtx Corporation, CT · Direct $5.6M · 2023
  2. 2
    Firstenergy Corp., OH · Direct $1.7M · Indirect $0 · 2023
  3. 3
    Nextera Energy, Inc., FL · Direct $1.6M · 2023
  4. 4
    Morgan Stanley Domestic Holdings, LLC, NY · Direct $1.2M · Indirect $0 · 2023
  5. 5
    Southern Company Services, Inc., GA · Direct $879.9K · Indirect $0 · 2023
  6. 6
    Board Of Trustees, So Ca Ufcw Unions & Food Employers, CA · Direct $640K · Indirect $0 · 2023
  7. 7
    International Paper Company, TN · Direct $431.7K · Indirect $0 · 2023
  8. 8
    Siemens Corporation, NJ · Direct $416.6K · Indirect $0 · 2023
  9. 9
    Boehringer Ingelheim Usa Corporation, CT · Direct $412.5K · 2023
  10. 10
    International Paper Company, TN · Direct $332.2K · Indirect $0 · 2023
  11. 11
    Siemens Medical Solutions Usa, Inc., PA · Direct $309.8K · Indirect $0 · 2023
  12. 12
    Board Of Directors, Motion Picture Industry Pension, CA · Direct $308.7K · Indirect $0 · 2023
  13. 13
    Board Of Directors, Motion Picture Industry Pension, CA · Direct $251.5K · Indirect $0 · 2023
  14. 14
    International Paper Company, TN · Direct $249.4K · Indirect $0 · 2023
  15. 15
    Salt River Valley Water Users Association, AZ · Direct $242.8K · 2023
  16. 16
    Building Trades United Pension Trust Fund, WI · Direct $217.7K · Indirect $0 · 2023
  17. 17
    Daimler Truck North America LLC, OR · Direct $163.4K · 2023
  18. 18
    United Parcel Service Of America, Inc., GA · Direct $143.3K · 2023
  19. 19
    Siemens Energy, Inc., FL · Direct $130.2K · Indirect $0 · 2023
  20. 20
    Pha America Inc, AL · Direct $0 · Indirect $0 · 2023
  21. 21
    Manthei, Inc., MI · 2023
  22. 22
    Humboldt Redwood Company, LLC, CA · Direct $0 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Artisan Partners?
Public Form 5500 Schedule C filings report compensation paid to Artisan Partners as a plan service provider. Across loaded filings, total reported compensation is $15,311,808.
How many plans report Artisan Partners as a service provider?
Artisan Partners appears on 22 loaded plan(s) across 20 sponsor(s).

Related Form 5500 pages