Plan5500

The Haverford Trust Company — 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, The Haverford Trust Company is reported as a service provider on 8 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $544,765 and reported indirect compensation totals $4.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$544.8KDirect + indirect, across loaded filings$544,769
Plans served8
Plan sponsors7
Filings8
Direct vs. indirect compensation
Direct compensation$544.8K
Indirect compensation$4

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 compensation59%United States Liability Insurance Company
Top state share of plans88%PA
Plan sponsors served7
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to The Haverford Trust Company. Bars show relative scale.

  1. 1
    United States Liability Insurance Company$321.2K
    PA · 1 plan(s)
  2. 2
    Schnader Harrison Segal & Lewis Llp$60K
    PA · 1 plan(s)
  3. 3
    Independence Blue Cross, LLC$51.3K
    PA · 1 plan(s)
  4. 4
    Stradley, Ronon, Stevens & Young, Llp$49.2K
    PA · 2 plan(s)
  5. 5
    Whitemarsh Continuing Care Community$35K
    PA · 1 plan(s)
  6. 6
    Blank Rome Llp$15.5K
    PA · 1 plan(s)
  7. 7
    Heartland Energy Partners$12.6K
    VA · 1 plan(s)
Geographic reach

State footprint

Where The Haverford Trust Company 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
    PA7 plan(s)
  2. 2
    VA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting The Haverford Trust Company are sponsored, by plan count.

  1. 1
    Philadelphia, PA5 plan(s)
  2. 2
    Lafayette Hill, PA1 plan(s)
  3. 3
    Wayne, PA1 plan(s)
  4. 4
    Mclean, VA1 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
    United States Liability Insurance Company Employees' Profit Sharing Plan$321.2K
    United States Liability Insurance Company, PA · Direct $321.2K · 2023
  2. 2
    Schnader Harrison Segal & Lewis Llp Retirement And Savings Plan$60K
    Schnader Harrison Segal & Lewis Llp, PA · Direct $60K · 2023
  3. 3
    Pension Plan Of Independence Blue Cross$51.3K
    Independence Blue Cross, LLC, PA · Direct $51.3K · Indirect $0 · 2023
  4. 4
    Stradley, Ronon, Stevens & Young, Llp Retirement Plan I$43K
    Stradley, Ronon, Stevens & Young, Llp, PA · Direct $43K · 2023
  5. 5
    The Hill At Whitemarsh 403(B) Retirement Plan$35K
    Whitemarsh Continuing Care Community, PA · Direct $35K · 2023
  6. 6
    Blank Rome Savings Plan$15.5K
    Blank Rome Llp, PA · Direct $15.5K · 2023
  7. 7
    Heartland Energy Partners 401(K)$12.6K
    Heartland Energy Partners, VA · Direct $12.6K · Indirect $4 · 2023
  8. 8
    Stradley, Ronon, Stevens & Young, Llp Retirement Plan Ii$6.3K
    Stradley, Ronon, Stevens & Young, Llp, PA · Direct $6.3K · 2023

Related Form 5500 pages