Charles Schwab Trust Bank — 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, Charles Schwab Trust Bank is reported as a service provider on 637 loaded Form 5500 filing(s) across 614 plan sponsor(s) and 635 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,845,855 and reported indirect compensation totals $3,451,378.
Reported compensation summary
- Reported direct compensation
- $3,845,855
- Reported indirect compensation
- $3,451,378
- Total reported compensation
- $7,297,233
- Filings
- 637
- Plan sponsors
- 614
- Plans
- 635
- 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 |
|---|---|---|---|
| Jt Board Of Trustees Teamsters | IN | 1 | $438,304 |
| Commercial Metals Company | TX | 1 | $162,004 |
| Carle Foundation Hospital And Affiliates | IL | 1 | $152,299 |
| Premier Imaging Ventures, LLC Dba Lucidhealth | OH | 1 | $132,732 |
| Milliman | WA | 1 | $131,280 |
| Cooperative Pension / Savings Board | IN | 1 | $122,993 |
| Health First Shared Services, Inc. | FL | 1 | $107,274 |
| Shentel Management Company | VA | 2 | $107,098 |
| Baptist Health | AR | 1 | $93,465 |
| First Federal Savings Bank | IN | 1 | $82,670 |
State footprint
Plans reporting Charles Schwab Trust Bank are sponsored in IL (63), CA (53), WA (49), MO (48), TX (47), OH (33), MI (25), NY (24), MN (22), IA (21), FL (21), OR (17).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Jt Board Of Trustees Teamsters | Teamsters Local Union No. 716 Pension Plan | 2023 | $438,304 | not reported in the loaded dataset |
| Commercial Metals Company | Commercial Metals Companies Retirement Plan | 2023 | $278 | $161,726 |
| Carle Foundation Hospital And Affiliates | Carle Foundation Hospital And Affiliates Matching Tsa Plan | 2023 | $198 | $152,101 |
| Premier Imaging Ventures, LLC Dba Lucidhealth | Lucidhealth 401(K) Profit Sharing Plan | 2023 | $132,732 | not reported in the loaded dataset |
| Milliman | Milliman Profit Sharing And Retirement Plan | 2023 | $131,280 | $0 |
| Cooperative Pension / Savings Board | Cooperative Savings Plan | 2023 | $122,993 | not reported in the loaded dataset |
| Health First Shared Services, Inc. | Health First Retirement Savings Plan | 2023 | $102 | $107,172 |
| Baptist Health | Baptist Health Retirement Savings Plan Master Trust | 2023 | $341 | $93,124 |
| First Federal Savings Bank | First Federal Savings Bank Defined Benefit Plan | 2023 | $82,670 | not reported in the loaded dataset |
| Shentel Management Company | Horizon Telcom And Subsidiaries Salaried Employees Pension Plan & Trust Agreement | 2023 | $79,497 | not reported in the loaded dataset |
| The Fiesta Tableware Company | The Fiesta Tableware Company Salaried Employees Pension Plan | 2023 | $75,299 | not reported in the loaded dataset |
| Oneoncology, LLC | Oneoncology, LLC Onerewards Retirement Plan | 2023 | $63,432 | not reported in the loaded dataset |
| Reinhold Industries, Inc. | Reinhold Industries, Inc. Retirement Plan | 2023 | $59,999 | not reported in the loaded dataset |
| Randstad North America | Randstad North America 401(K) Plan | 2023 | $75 | $59,405 |
| Sleep Number Corporation | Sleep Number Profit Sharing And 401(K) Plan | 2023 | $57,776 | $0 |
| University Medical Associates Of The Medical University Of S.C. | Uma Retirement Plan | 2023 | $55,858 | $0 |
| Dalton Corporation, Warsaw Manufacturing Facility | Dalton Corporation, Warsaw Manufacturing Facility Pension Plan | 2023 | $55,013 | not reported in the loaded dataset |
| Hawai'I Pacific Health | Hawai'I Pacific Health 403(B) Savings Plan | 2023 | $93 | $51,789 |
| Chickasaw Nation | Chickasaw Nation Governmental Enterprises 401(K) Plan | 2023 | $48,211 | not reported in the loaded dataset |
| Nbt Bancorp Inc. | Nbt Bancorp Inc. 401(K) & Employee Stock Ownership Plan | 2023 | $0 | $47,428 |
| Armstrong International, Inc. | Armstrong International, Inc. Employees' Pension Plan | 2023 | $43,723 | not reported in the loaded dataset |
| Team Technologies, Inc. | Team Technologies 401(K) Savings And Retirement Plan | 2023 | $35,000 | $7,484 |
| Echo, Inc. | Echo, Inc. Deferred Savings Plan | 2023 | $0 | $40,472 |
| Reid Hospital & Health Care Services, Inc. | Reid Hospital & Health Care Services 403(B) Defined Contribution Plan | 2023 | $40,372 | not reported in the loaded dataset |
| El Rio Santa Cruz Neighborhood Health Center, Inc. | El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan | 2023 | $0 | $39,939 |
| Riley Creek Lumber Company | Idaho Forest Group LLC 401(K) Plan | 2023 | $39,717 | not reported in the loaded dataset |
| Big 'I' Retirement Services LLC | Big 'I' Mep 401(K) Plan | 2023 | $39,167 | not reported in the loaded dataset |
| Southern Minnesota Beet Sugar Cooperative | Southern Minnesota Beet Sugar Cooperative Retirement Plan B | 2023 | $29,783 | $9,091 |
| Rumpke Consolidated Companies, Inc. | Rumpke 401(K) Retirement Plan | 2023 | $1,004 | $37,027 |
| Hendricks Holding Co., Inc. | Hendricks Group 401(K) Plan | 2023 | $36,939 | $0 |
| Enterprise Financial Services Corp | Efsc Incentive Savings Plan | 2023 | $0 | $36,839 |
| Columbia Sportswear Company | Columbia Sportswear Company 401(K) Plan | 2023 | $149 | $33,913 |
| Parr Lumber Company | The Parr Company 401(K) Savings And Profit Sharing Plan | 2023 | $33,702 | $0 |
| Oak Harbor Freight Lines, Inc. | Oak Harbor Freight Lines, Inc. 401(K) Plan And Trust | 2023 | $33,306 | $0 |
| Mckinstry Co. LLC | Mckinstry Co. Profit Sharing And 401(K) Plan | 2023 | $17 | $32,064 |
| Covenant Management Systems, Lp | Cms Savings Plan And Trust | 2023 | $70 | $31,547 |
| Sound Inpatient Physicians, Inc. | Sound Physicians 401(K) Plan | 2023 | $0 | $31,598 |
| Visionpoint Eye Center, Pllc | Visionpoint Eye Center Profit Sharing Plan | 2023 | $27,097 | $4,420 |
| Shannon Medical Center | Shannon Medical Center 401(K) Savings And Retirement Plan | 2023 | $31,140 | $0 |
| Board Of Trustees Of The Indiana Teamsters Pension Plan | Indiana Teamsters Pension Plan | 2023 | $29,618 | $0 |
| Rwc, Inc. | Rwc, Inc. Bargaining Employees' Retirement Plan | 2023 | $28,591 | not reported in the loaded dataset |
| Corient Services LLC | Corient Services LLC 401(K) Plan | 2023 | $0 | $28,488 |
| The Walman Optical Company | The Walman Optical Company 401(K) Plan | 2023 | $28,426 | $0 |
| Ucare Minnesota | Ucare 401(K) Retirement Savings Plan | 2023 | $56 | $28,176 |
| M. Holland Company | M. Holland Company 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $28,107 |
| Motion Picture And Television Fund | Motion Picture And Television Fund Retirement Income Plan | 2023 | $21,651 | $6,233 |
| Shentel Management Company | Chillicothe Telephone Company Union Employees' Pension Plan And Trust Agreement | 2023 | $27,601 | not reported in the loaded dataset |
| Nexpoint Advisors, Lp | Nexpoint 401(K) Plan | 2023 | $7,030 | $20,459 |
| Tandem Hr, LLC | Tandem Hr, LLC 401(K) Plan | 2023 | $27,397 | $0 |
| Old Second Bancorp, Inc. | Old Second Bancorp, Inc. Employees' 401(K) Savings Plan & Trust | 2023 | $0 | $26,178 |
Related Form 5500 pages
- Teamsters Local Union No. 716 Pension Plan (plan 002)
- Jt Board Of Trustees Teamsters — all reported plans
- Commercial Metals Companies Retirement Plan (plan 001)
- Commercial Metals Company — all reported plans
- Carle Foundation Hospital And Affiliates Matching Tsa Plan (plan 004)
- Carle Foundation Hospital And Affiliates — all reported plans
- Lucidhealth 401(K) Profit Sharing Plan (plan 001)
- Premier Imaging Ventures, LLC Dba Lucidhealth — all reported plans
- Milliman Profit Sharing And Retirement Plan (plan 001)
- Milliman — all reported plans
- Cooperative Savings Plan (plan 335)
- Cooperative Pension / Savings Board — all reported plans
- Health First Retirement Savings Plan (plan 005)
- Health First Shared Services, Inc. — all reported plans
- Baptist Health Retirement Savings Plan Master Trust (plan 010)
- Baptist Health — all reported plans
- First Federal Savings Bank Defined Benefit Plan (plan 001)
- First Federal Savings Bank — all reported plans
- Horizon Telcom And Subsidiaries Salaried Employees Pension Plan & Trust Agreement (plan 002)
- Shentel Management Company — all reported plans
- The Fiesta Tableware Company Salaried Employees Pension Plan (plan 002)
- The Fiesta Tableware Company — all reported plans
- Oneoncology, LLC Onerewards Retirement Plan (plan 001)
- Oneoncology, LLC — all reported plans
- Reinhold Industries, Inc. Retirement Plan (plan 001)
- Reinhold Industries, Inc. — all reported plans
- Randstad North America 401(K) Plan (plan 002)
- Randstad North America — all reported plans
- Sleep Number Profit Sharing And 401(K) Plan (plan 001)
- Sleep Number Corporation — all reported plans
- Uma Retirement Plan (plan 001)
- University Medical Associates Of The Medical University Of S.C. — all reported plans
- Dalton Corporation, Warsaw Manufacturing Facility Pension Plan (plan 002)
- Dalton Corporation, Warsaw Manufacturing Facility — all reported plans
- Hawai'I Pacific Health 403(B) Savings Plan (plan 009)
- Hawai'I Pacific Health — all reported plans
- Chickasaw Nation Governmental Enterprises 401(K) Plan (plan 002)
- Chickasaw Nation — all reported plans
- Nbt Bancorp Inc. 401(K) & Employee Stock Ownership Plan (plan 002)
- Nbt Bancorp Inc. — all reported plans
- Armstrong International, Inc. Employees' Pension Plan (plan 001)
- Armstrong International, Inc. — all reported plans
- Team Technologies 401(K) Savings And Retirement Plan (plan 001)
- Team Technologies, Inc. — all reported plans
- Echo, Inc. Deferred Savings Plan (plan 002)
- Echo, Inc. — all reported plans
- Reid Hospital & Health Care Services 403(B) Defined Contribution Plan (plan 003)
- Reid Hospital & Health Care Services, Inc. — all reported plans
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan (plan 002)
- El Rio Santa Cruz Neighborhood Health Center, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources