William Blair Funds — 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 Funds is reported as a service provider on 10 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $668,485 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $668,485
- Reported indirect compensation
- $0
- Total reported compensation
- $668,485
- Filings
- 10
- Plan sponsors
- 8
- Plans
- 10
- 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 |
|---|---|---|---|
| Snap-On Incorporated | WI | 2 | $375,908 |
| Kpmg Llp | NJ | 2 | $264,082 |
| Elliot Health System, Inc. | NH | 1 | $16,667 |
| Board Of Trustees, Michigan Laborers' Annuity Fund | MI | 1 | $11,828 |
| Pha America Inc | AL | 1 | $0 |
| Crossroads Rhode Island | RI | 1 | $0 |
| Tyto Athene LLC | VA | 1 | $0 |
| Digital.Ai Software, Inc. | MA | 1 | $0 |
State footprint
Plans reporting William Blair Funds are sponsored in WI (2), NJ (2), MI (1), NH (1), AL (1), RI (1), VA (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Snap-On Incorporated | Snap-On Incorporated Retirement Plan | 2023 | $323,281 | not reported in the loaded dataset |
| Kpmg Llp | Kpmg Pension Plan | 2023 | $180,701 | not reported in the loaded dataset |
| Kpmg Llp | Kpmg Partner Pension Plan | 2023 | $83,381 | not reported in the loaded dataset |
| Snap-On Incorporated | Snap-On Incorporated Retirement Plan For Hourly Employees | 2023 | $52,627 | not reported in the loaded dataset |
| Elliot Health System, Inc. | Elliot Health System Pension Plan | 2023 | $16,667 | not reported in the loaded dataset |
| Board Of Trustees, Michigan Laborers' Annuity Fund | Michigan Laborers' Annuity Fund | 2023 | $11,828 | not reported in the loaded dataset |
| Crossroads Rhode Island | Crossroads Rhode Island 401k Retirement Plan | 2023 | $0 | $0 |
| Pha America Inc | Pha America, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Digital.Ai Software, Inc. | Digital.Ai 401(K) Savings & Investment Plan | 2023 | $0 | $0 |
| Tyto Athene LLC | Tyto Athene LLC 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Snap-On Incorporated Retirement Plan (plan 001)
- Snap-On Incorporated — all reported plans
- Kpmg Pension Plan (plan 016)
- Kpmg Llp — all reported plans
- Kpmg Partner Pension Plan (plan 018)
- Snap-On Incorporated Retirement Plan For Hourly Employees (plan 002)
- Elliot Health System Pension Plan (plan 001)
- Elliot Health System, Inc. — all reported plans
- Michigan Laborers' Annuity Fund (plan 001)
- Board Of Trustees, Michigan Laborers' Annuity Fund — all reported plans
- Crossroads Rhode Island 401k Retirement Plan (plan 002)
- Crossroads Rhode Island — all reported plans
- Pha America, Inc. 401(K) Plan (plan 001)
- Pha America Inc — all reported plans
- Digital.Ai 401(K) Savings & Investment Plan (plan 001)
- Digital.Ai Software, Inc. — all reported plans
- Tyto Athene LLC 401(K) Plan (plan 001)
- Tyto Athene LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources