Strategic Advisors, 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, Strategic Advisors, Inc. is reported as a service provider on 3,224 loaded Form 5500 filing(s) across 3,035 plan sponsor(s) and 3,218 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $247,818,904 and reported indirect compensation totals $14,817.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$247.8MDirect + indirect, across loaded filings$247,833,721
Plans served3.2K3,218
Plan sponsors3K3,035
Filings3.2K3,224
Direct vs. indirect compensation
Direct compensation$247.8M
Indirect compensation$14.8K

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 compensation2%Northrop Grumman Corporation
Top state share of plans20%CA
Plan sponsors served3,035
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Strategic Advisors, Inc.. Bars show relative scale.

  1. 1
  2. 2
    WI · 3 plan(s)
  3. 3
    WA · 1 plan(s)
  4. 4
    IN · 1 plan(s)
  5. 5
    NC · 1 plan(s)
  6. 6
    MN · 1 plan(s)
  7. 7
    CA · 1 plan(s)
  8. 8
    VA · 3 plan(s)
  9. 9
    MO · 1 plan(s)
  10. 10
    MN · 1 plan(s)
Geographic reach

State footprint

Where Strategic Advisors, Inc. 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
    CA422 plan(s)
  2. 2
    TX317 plan(s)
  3. 3
    NY247 plan(s)
  4. 4
    MA190 plan(s)
  5. 5
    IL146 plan(s)
  6. 6
    MI134 plan(s)
  7. 7
    OH132 plan(s)
  8. 8
    PA121 plan(s)
  9. 9
    FL109 plan(s)
  10. 10
    NJ99 plan(s)
  11. 11
    GA93 plan(s)
  12. 12
    VA93 plan(s)
Geographic reach

City footprint

Cities where plans reporting Strategic Advisors, Inc. are sponsored, by plan count.

  1. 1
    New York, NY136 plan(s)
  2. 2
    Houston, TX101 plan(s)
  3. 3
    Boston, MA57 plan(s)
  4. 4
  5. 5
    Chicago, IL50 plan(s)
  6. 6
    Dallas, TX47 plan(s)
  7. 7
    Atlanta, GA40 plan(s)
  8. 8
    Austin, TX35 plan(s)
  9. 9
    Los Angeles, CA30 plan(s)
  10. 10
    Washington, DC29 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
    Northrop Grumman Corporation, VA · Direct $5M · 2023
  2. 2
    Microsoft Corporation, WA · Direct $3.8M · 2023
  3. 3
    Ath Holding Company, LLC, IN · Direct $3.7M · 2023
  4. 4
    Charter Communications, Inc., NC · Direct $3.6M · 2023
  5. 5
    Medtronic, Inc., MN · Direct $2.6M · 2023
  6. 6
    Chevron Corporation, CA · Direct $2.5M · 2023
  7. 7
    Bayer Corporation, MO · Direct $2.2M · 2023
  8. 8
    Travelers Companies, Inc., MN · Direct $2.1M · 2023
  9. 9
    Truist Financial Corporation, NC · Direct $2.1M · 2023
  10. 10
    General Dynamics Corporation, VA · Direct $2M · 2023
  11. 11
    Johnson Controls, Inc., WI · Direct $1.9M · 2023
  12. 12
    Johnson Controls, Inc., WI · Direct $1.8M · 2023
  13. 13
    Jones Lang Lasalle Americas, Inc., IL · Direct $1.8M · 2023
  14. 14
    Banner Health, AZ · Direct $1.7M · 2023
  15. 15
    Tenet Healthcare Corporation, TX · Direct $1.7M · 2023
  16. 16
    Marathon Petroleum Company Lp, OH · Direct $1.6M · 2023
  17. 17
    L3harris Technologies, Inc., FL · Direct $1.6M · 2023
  18. 18
    Albertsons Companies, Inc., CA · Direct $1.5M · 2023
  19. 19
    Liberty Mutual Group Inc., MA · Direct $1.5M · 2023
  20. 20
    Csc Holdings, LLC, NY · Direct $1.5M · 2023
  21. 21
    Robert Bosch LLC, IL · Direct $1.5M · 2023
  22. 22
    Texas Health Resources, TX · Direct $1.5M · 2023
  23. 23
    Federal National Mortgage Association, DC · Direct $1.4M · 2023
  24. 24
    Texas Instruments Incorporated, TX · Direct $1.4M · 2023
  25. 25
    Ppg Industries, Inc., PA · Direct $1.3M · 2023
  26. 26
    American Honda Motor Company, Inc., CA · Direct $1.3M · 2023
  27. 27
    Firstenergy Corp., OH · Direct $1.2M · 2023
  28. 28
    Inova Health System, VA · Direct $1.2M · 2023
  29. 29
    The Cleveland Clinic Foundation, OH · Direct $1.1M · 2023
  30. 30
    Frontier Communications Parent, Inc., CT · Direct $1.1M · 2023
  31. 31
    Danaher Corporation, DC · Direct $1.1M · 2023
  32. 32
    The Methodist Hospital, TX · Direct $1.1M · 2023
  33. 33
    Keycorp, OH · Direct $1.1M · 2023
  34. 34
    Unum Group, ME · Direct $1M · 2023
  35. 35
    Samsung Electronics America, Inc., NJ · Direct $1M · 2023
  36. 36
    Conocophillips Company, TX · Direct $991.6K · 2023
  37. 37
    The Sherwin-Williams Company, OH · Direct $960.9K · 2023
  38. 38
    Vanderbilt University Medical Center, TN · Direct $933.7K · 2023
  39. 39
    Georgia-Pacific LLC, GA · Direct $922.3K · 2023
  40. 40
    Providence Health & Services, WA · Direct $909.2K · 2023
  41. 41
    Fidelity National Information Services, Inc., FL · Direct $896.6K · 2023
  42. 42
    Laboratory Corporation Of America Holdings, NC · Direct $887K · 2023
  43. 43
    Memorial Hermann Health System, TX · Direct $875.2K · 2023
  44. 44
    Cbre Services, Inc., TX · Direct $874K · 2023
  45. 45
    Deutsche Bank Americas Holding Corp, NY · Direct $873.3K · 2023
  46. 46
    Providence Health & Services, WA · Direct $857.1K · 2023
  47. 47
    Ntt Data Americas, Inc., TX · Direct $852K · 2023
  48. 48
    Mars, Incorporated, NJ · Direct $842.1K · 2023
  49. 49
    Salesforce, Inc., CA · Direct $838.4K · 2023
  50. 50
    Tenneco Automotive Operating Company Inc., MI · Direct $828.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Strategic Advisors, Inc.?
Public Form 5500 Schedule C filings report compensation paid to Strategic Advisors, Inc. as a plan service provider. Across loaded filings, total reported compensation is $247,833,721.
How many plans report Strategic Advisors, Inc. as a service provider?
Strategic Advisors, Inc. appears on 3,218 loaded plan(s) across 3,035 sponsor(s).

Related Form 5500 pages