William Blair & Co. — 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, William Blair & Co. is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,506,063 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $2,506,063
- Reported indirect compensation
- $0
- Total reported compensation
- $2,506,063
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- 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 |
|---|---|---|---|
| The Coca-Cola Company | GA | 1 | $831,975 |
| Liberty Mutual Group Inc. | MA | 1 | $798,179 |
| Caterpillar Inc. | TX | 1 | $460,978 |
| Wellspan Health | PA | 1 | $186,211 |
| Cottage Health | CA | 1 | $67,506 |
| George R. Norris LLC | MD | 1 | $64,580 |
| Lily Transportation Corp. | MA | 1 | $53,788 |
| Sterling Bay, LLC | IL | 1 | $42,846 |
State footprint
Plans reporting William Blair & Co. are sponsored in MA (2), GA (1), IL (1), CA (1), MD (1), PA (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Coca-Cola Company | The Coca-Cola Company Veba Trust | 2023 | $831,975 | $0 |
| Liberty Mutual Group Inc. | Liberty Mutual 401(K) Plan | 2023 | $798,179 | $0 |
| Caterpillar Inc. | Caterpillar Inc. Investment Trust | 2023 | $460,978 | $0 |
| Wellspan Health | Wellspan Health Pension Trust | 2023 | $186,211 | not reported in the loaded dataset |
| Cottage Health | Cottage Health Pension Plan | 2023 | $67,506 | not reported in the loaded dataset |
| George R. Norris LLC | The All Roads Company Retirement Savings Plan & Trust | 2023 | $64,580 | not reported in the loaded dataset |
| Lily Transportation Corp. | Lily Transportation Corp. 401(K) Profit Sharing Plan | 2023 | $53,788 | not reported in the loaded dataset |
| Sterling Bay, LLC | Sterling Bay, LLC 401(K) Plan | 2023 | $42,846 | not reported in the loaded dataset |
Related Form 5500 pages
- The Coca-Cola Company Veba Trust (plan 600)
- The Coca-Cola Company — all reported plans
- Liberty Mutual 401(K) Plan (plan 002)
- Liberty Mutual Group Inc. — all reported plans
- Caterpillar Inc. Investment Trust (plan 032)
- Caterpillar Inc. — all reported plans
- Wellspan Health Pension Trust (plan 001)
- Wellspan Health — all reported plans
- Cottage Health Pension Plan (plan 001)
- Cottage Health — all reported plans
- The All Roads Company Retirement Savings Plan & Trust (plan 001)
- George R. Norris LLC — all reported plans
- Lily Transportation Corp. 401(K) Profit Sharing Plan (plan 001)
- Lily Transportation Corp. — all reported plans
- Sterling Bay, LLC 401(K) Plan (plan 001)
- Sterling Bay, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources