Carlson Capital Management LLC — 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, Carlson Capital Management LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $56,217 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$56,217
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$56,217
Filings
5
Plan sponsors
5
Plans
5
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

Plan sponsors reporting the most compensation to Carlson Capital Management LLC
SponsorStatePlansReported compensation
Ear, Nose & Throat Specialtycare Of Minnesota, P.A.MN1$22,334
Burnett Dairy Co-OpWI1$18,928
Piper Sandler CompaniesMN1$7,661
Billerud Americas CorporationOH1$7,231
Distinctive Floral Co. Dba Len Busch RosesMN1$63

State footprint

Plans reporting Carlson Capital Management LLC are sponsored in MN (3), OH (1), WI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Ear, Nose & Throat Specialtycare Of Minnesota, P.A.Ear, Nose & Throat Specialtycare Of Minnesota P.A. Section 401(K) Plan And Trust2023$22,334not reported in the loaded dataset
Burnett Dairy Co-OpBurnett Dairy Co-Op 401(K) Plan2023$18,928not reported in the loaded dataset
Piper Sandler CompaniesPiper Sandler Companies Retirement Plan2023$7,661not reported in the loaded dataset
Billerud Americas CorporationBillerud Americas Corporation Retirement Savings Plan For Non Union Employees2023$7,231not reported in the loaded dataset
Distinctive Floral Co. Dba Len Busch RosesLen Busch Roses 401(K) Retirement Plan2023$63not reported in the loaded dataset

Related Form 5500 pages