Svb Wealth 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, Svb Wealth LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $82,351 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $82,351
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $82,351
- Filings
- 6
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| American Well Corporation | MA | 1 | $52,485 |
| United Airlines, Inc. | IL | 1 | $12,833 |
| Boston Boatworks, LLC | MA | 1 | $8,973 |
| Jetblue Airways Corporation | NY | 1 | $8,060 |
State footprint
Plans reporting Svb Wealth LLC are sponsored in MA (2), IL (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| American Well Corporation | American Well Corporation 401(K) Plan | 2023 | $43,735 | not reported in the loaded dataset |
| Boston Boatworks, LLC | Boston Boatworks, LLC 401(K) Plan | 2023 | $8,973 | not reported in the loaded dataset |
| American Well Corporation | American Well Corporation 401(K) Plan | 2023 | $8,750 | not reported in the loaded dataset |
| Jetblue Airways Corporation | Jetblue Airways Retirement Plan | 2023 | $8,060 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $6,818 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $6,015 | not reported in the loaded dataset |
Related Form 5500 pages
- American Well Corporation 401(K) Plan (plan 001)
- American Well Corporation — all reported plans
- Boston Boatworks, LLC 401(K) Plan (plan 001)
- Boston Boatworks, LLC — all reported plans
- American Well Corporation 401(K) Plan (plan 001)
- Jetblue Airways Retirement Plan (plan 001)
- Jetblue Airways Corporation — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- Form 5500 Schedule C explained
- Methodology
- Data sources