Callan Associates Inc — 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, Callan Associates Inc is reported as a service provider on 14 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,638,818 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,638,818
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,638,818
- Filings
- 14
- Plan sponsors
- 12
- Plans
- 14
- 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 |
|---|---|---|---|
| Regions Financial Corporation | AL | 2 | $370,197 |
| Genentech, Inc. | CA | 1 | $266,697 |
| William Blair & Company, LLC | IL | 1 | $247,200 |
| Puget Sound Energy, Inc. | WA | 1 | $117,188 |
| Alyeska Pipeline Service Company | AK | 1 | $116,857 |
| Apex Tool Group, LLC | MD | 1 | $108,049 |
| National Fuel Gas Company | NY | 1 | $93,775 |
| Agilent Technologies, Inc. | CA | 1 | $91,536 |
| Printpack, Inc. | GA | 1 | $67,658 |
| Hoffmann-La Roche Inc. | NJ | 1 | $55,488 |
State footprint
Plans reporting Callan Associates Inc are sponsored in AL (2), MO (2), CA (2), MD (1), NJ (1), NY (1), OK (1), AK (1), WA (1), GA (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Genentech, Inc. | U.S. Roche 401(K) Savings Plan | 2023 | $266,697 | not reported in the loaded dataset |
| William Blair & Company, LLC | William Blair 401(K) And Profit Sharing Plan | 2023 | $247,200 | not reported in the loaded dataset |
| Regions Financial Corporation | Regions Financial Corporation Retirement Plan | 2023 | $222,118 | not reported in the loaded dataset |
| Regions Financial Corporation | Regions Financial Corporation Retirement Plan For Associates | 2023 | $148,079 | not reported in the loaded dataset |
| Puget Sound Energy, Inc. | Retirement Plan For Employees Of Puget Sound Energy, Inc. | 2023 | $117,188 | not reported in the loaded dataset |
| Alyeska Pipeline Service Company | Alyeska Pipeline Service Company Pension Plan For Operating Company Employees | 2023 | $116,857 | not reported in the loaded dataset |
| Apex Tool Group, LLC | Apex Tool Group, LLC 401(K) Savings Plan | 2023 | $108,049 | not reported in the loaded dataset |
| National Fuel Gas Company | National Fuel Gas Company Retirement Plan | 2023 | $93,775 | not reported in the loaded dataset |
| Agilent Technologies, Inc. | Agilent Technologies, Inc. Retirement Plan | 2023 | $91,536 | not reported in the loaded dataset |
| Printpack, Inc. | Printpack Inc Savings & Profit Sharing Plan | 2023 | $67,658 | not reported in the loaded dataset |
| Hoffmann-La Roche Inc. | Consolidated Roche Retirement Plan | 2023 | $55,488 | not reported in the loaded dataset |
| Midfirst Bank | Midland Retirement Plan | 2023 | $53,837 | not reported in the loaded dataset |
| Hallmark Cards, Inc. | Business Performance Savings Plan Of Hallmark Cards, Incorporated | 2023 | $42,475 | not reported in the loaded dataset |
| Hallmark Cards, Inc. | Hallmark Affiliates Employee Savings Plan | 2023 | $7,861 | not reported in the loaded dataset |
Related Form 5500 pages
- U.S. Roche 401(K) Savings Plan (plan 003)
- Genentech, Inc. — all reported plans
- William Blair 401(K) And Profit Sharing Plan (plan 001)
- William Blair & Company, LLC — all reported plans
- Regions Financial Corporation Retirement Plan (plan 001)
- Regions Financial Corporation — all reported plans
- Regions Financial Corporation Retirement Plan For Associates (plan 013)
- Retirement Plan For Employees Of Puget Sound Energy, Inc. (plan 001)
- Puget Sound Energy, Inc. — all reported plans
- Alyeska Pipeline Service Company Pension Plan For Operating Company Employees (plan 001)
- Alyeska Pipeline Service Company — all reported plans
- Apex Tool Group, LLC 401(K) Savings Plan (plan 001)
- Apex Tool Group, LLC — all reported plans
- National Fuel Gas Company Retirement Plan (plan 001)
- National Fuel Gas Company — all reported plans
- Agilent Technologies, Inc. Retirement Plan (plan 002)
- Agilent Technologies, Inc. — all reported plans
- Printpack Inc Savings & Profit Sharing Plan (plan 001)
- Printpack, Inc. — all reported plans
- Consolidated Roche Retirement Plan (plan 011)
- Hoffmann-La Roche Inc. — all reported plans
- Midland Retirement Plan (plan 001)
- Midfirst Bank — all reported plans
- Business Performance Savings Plan Of Hallmark Cards, Incorporated (plan 001)
- Hallmark Cards, Inc. — all reported plans
- Hallmark Affiliates Employee Savings Plan (plan 006)
- Form 5500 Schedule C explained
- Methodology
- Data sources