Brown Advisory — 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, Brown Advisory is reported as a service provider on 17 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,403,083 and reported indirect compensation totals $70,339.
Reported compensation summary
- Reported direct compensation
- $1,403,083
- Reported indirect compensation
- $70,339
- Total reported compensation
- $1,473,422
- Filings
- 17
- Plan sponsors
- 17
- Plans
- 17
- 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 |
|---|---|---|---|
| Atmos Energy Corporation | TX | 1 | $331,025 |
| Air Products And Chemicals, Inc. | PA | 1 | $218,908 |
| Rooney Holdings, Inc. | OK | 1 | $209,236 |
| Wells Fargo & Company | CA | 1 | $155,572 |
| Cambridge Trust Company | MA | 1 | $129,267 |
| Trustees Of Jacksonville Plumbers And Pipefitters | TN | 1 | $123,398 |
| Warehouse Employees Local No. 570 | MD | 1 | $84,315 |
| Shalom Baranes Associates, P.C. | DC | 1 | $57,768 |
| Komline-Sanderson | NJ | 1 | $50,000 |
| Board Of Trustees Bricklayers Allied Craftsmen Pension Plan | OH | 1 | $27,794 |
State footprint
Plans reporting Brown Advisory are sponsored in MD (3), MA (2), PA (2), CA (2), NJ (1), OH (1), OK (1), TN (1), TX (1), DC (1), HI (1), IN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Atmos Energy Corporation | Atmos Energy Corporation Pension Account Plan | 2023 | $329,173 | $1,852 |
| Air Products And Chemicals, Inc. | Air Products And Chemicals Master Trust | 2023 | $218,908 | not reported in the loaded dataset |
| Rooney Holdings, Inc. | Rooney Holdings, Inc. 401(K) Savings Plan | 2023 | $209,236 | not reported in the loaded dataset |
| Wells Fargo & Company | Wells Fargo & Company Cash Balance Plan | 2023 | $155,572 | $0 |
| Cambridge Trust Company | Cambridge Bancorp Employee Retirement Plan | 2023 | $129,267 | not reported in the loaded dataset |
| Trustees Of Jacksonville Plumbers And Pipefitters | Trustees Of Jacksonville Plumbers And Pipefitters | 2023 | $123,398 | not reported in the loaded dataset |
| Warehouse Employees Local No. 570 | Warehouse Employees Local No. 570 Pension Fund | 2023 | $84,315 | not reported in the loaded dataset |
| Shalom Baranes Associates, P.C. | Shalom Baranes Associates 401(K) Plan | 2023 | $0 | $57,768 |
| Komline-Sanderson | Komline-Sanderson 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Board Of Trustees Bricklayers Allied Craftsmen Pension Plan | Bricklayers Allied Craftsmen Pension Plan Local No 3 | 2023 | $27,794 | not reported in the loaded dataset |
| Reta Trust | Reta Plan | 2023 | $21,237 | not reported in the loaded dataset |
| Tidalhealth, Inc. | Tidalhealth Pension Plan | 2023 | $15,645 | $0 |
| Glaziers Local 387 Pension Plan | Glaziers Local 387 Pension Plan | 2023 | $14,597 | not reported in the loaded dataset |
| Advance Business Systems & Supply Company | Advance Business Systems & Supply Company 401(K) Plan And Trust | 2023 | $13,813 | not reported in the loaded dataset |
| Pitcairn Company | Pitcairn Retirement Plan | 2023 | $0 | $10,719 |
| Hawaii Sheet Metal Workers Annuity Profit Sharing Fund | Hawaii Sheet Metal Workers Annuity Profit Sharing | 2023 | $10,128 | $0 |
| Kognitiv, Inc | Kognitiv, Inc. 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Atmos Energy Corporation Pension Account Plan (plan 003)
- Atmos Energy Corporation — all reported plans
- Air Products And Chemicals Master Trust (plan 004)
- Air Products And Chemicals, Inc. — all reported plans
- Rooney Holdings, Inc. 401(K) Savings Plan (plan 002)
- Rooney Holdings, Inc. — all reported plans
- Wells Fargo & Company Cash Balance Plan (plan 001)
- Wells Fargo & Company — all reported plans
- Cambridge Bancorp Employee Retirement Plan (plan 001)
- Cambridge Trust Company — all reported plans
- Trustees Of Jacksonville Plumbers And Pipefitters (plan 001)
- Trustees Of Jacksonville Plumbers And Pipefitters — all reported plans
- Warehouse Employees Local No. 570 Pension Fund (plan 001)
- Warehouse Employees Local No. 570 — all reported plans
- Shalom Baranes Associates 401(K) Plan (plan 001)
- Shalom Baranes Associates, P.C. — all reported plans
- Komline-Sanderson 401(K) Plan (plan 002)
- Komline-Sanderson — all reported plans
- Bricklayers Allied Craftsmen Pension Plan Local No 3 (plan 001)
- Board Of Trustees Bricklayers Allied Craftsmen Pension Plan — all reported plans
- Reta Plan (plan 501)
- Reta Trust — all reported plans
- Tidalhealth Pension Plan (plan 001)
- Tidalhealth, Inc. — all reported plans
- Glaziers Local 387 Pension Plan (plan 001)
- Glaziers Local 387 Pension Plan — all reported plans
- Advance Business Systems & Supply Company 401(K) Plan And Trust (plan 003)
- Advance Business Systems & Supply Company — all reported plans
- Pitcairn Retirement Plan (plan 002)
- Pitcairn Company — all reported plans
- Hawaii Sheet Metal Workers Annuity Profit Sharing (plan 003)
- Hawaii Sheet Metal Workers Annuity Profit Sharing Fund — all reported plans
- Kognitiv, Inc. 401(K) Plan (plan 001)
- Kognitiv, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources