Plan5500

William Blair & Company L.L.C — 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 & Company L.L.C is reported as a service provider on 4 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 $1,423,744 and reported indirect compensation totals $76,584.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.5MDirect + indirect, across loaded filings$1,500,328
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$1.4M
Indirect compensation$76.6K

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 compensation89%General Electric Company, Operating As Ge Aerospace
Top state share of plans50%OH
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to William Blair & Company L.L.C. Bars show relative scale.

  1. 1
    General Electric Company, Operating As Ge Aerospace$1.3M
    OH · 1 plan(s)
  2. 2
    Kehe Distributors, Inc.$90K
    IL · 1 plan(s)
  3. 3
    Towlift, Inc.$50.8K
    OH · 1 plan(s)
  4. 4
    Dominion Energy, Inc.$25.7K
    VA · 1 plan(s)
Geographic reach

State footprint

Where William Blair & Company L.L.C 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
    OH2 plan(s)
  2. 2
    IL1 plan(s)
  3. 3
    VA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting William Blair & Company L.L.C are sponsored, by plan count.

  1. 1
    Naperville, IL1 plan(s)
  2. 2
    Brooklyn Heights, OH1 plan(s)
  3. 3
    Evendale, OH1 plan(s)
  4. 4
    Richmond, 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
    General Electric Pension Trust$1.3M
    General Electric Company, Operating As Ge Aerospace, OH · Direct $1.3M · 2023
  2. 2
    Kehe Distributors, Inc. 401(K) Retirement Savings Plan$90K
    Kehe Distributors, Inc., IL · Direct $89.9K · Indirect $144 · 2023
  3. 3
    Gnco, Inc. 401(K) Retirement Plan$50.8K
    Towlift, Inc., OH · Direct $0 · Indirect $50.8K · 2023
  4. 4
    Dominion Energy, Inc. Defined Benefit Master Trust$25.7K
    Dominion Energy, Inc., VA · Direct $0 · Indirect $25.7K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about William Blair & Company L.L.C?
Public Form 5500 Schedule C filings report compensation paid to William Blair & Company L.L.C as a plan service provider. Across loaded filings, total reported compensation is $1,500,328.
How many plans report William Blair & Company L.L.C as a service provider?
William Blair & Company L.L.C appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages