William Blair Investment Mgmt, 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, William Blair Investment Mgmt, LLC is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,638,357 and reported indirect compensation totals $12,027.
Reported compensation summary
- Reported direct compensation
- $6,638,357
- Reported indirect compensation
- $12,027
- Total reported compensation
- $6,650,384
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- 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 |
|---|---|---|---|
| Nordstrom, Inc. | WA | 1 | $2,045,258 |
| The Boeing Co. And Consolidated Subsidiaries | WA | 1 | $1,241,411 |
| Board Of Trustees Mason Tenders District Council Pension Fund | NY | 1 | $973,204 |
| Pinnacle West Capital Corporation | AZ | 1 | $522,921 |
| Citigroup Inc. | CT | 1 | $445,544 |
| Bot, Western Wa Laborers-Employers Pension Trust | WA | 1 | $404,501 |
| Alight Solutions LLC | IL | 1 | $338,336 |
| Board Of Trustees, Northern California Electrical | CA | 1 | $255,323 |
| The Coca-Cola Company Master Trust For 401(K) Plans | GA | 1 | $224,372 |
| Board Of Trustees Mason Tenders District Council Annuity Fund | NY | 1 | $76,523 |
State footprint
Plans reporting William Blair Investment Mgmt, LLC are sponsored in NY (3), WA (3), CT (2), AZ (1), PA (1), IL (1), CA (1), GA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Nordstrom, Inc. | Nordstrom 401k Plan | 2023 | $2,033,231 | $12,027 |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $1,241,411 | $0 |
| Board Of Trustees Mason Tenders District Council Pension Fund | Mason Tenders' District Council Pension Fund | 2023 | $973,204 | $0 |
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Retirement Plan | 2023 | $522,921 | $0 |
| Citigroup Inc. | Citi Retirement Savings Plan | 2023 | $445,544 | $0 |
| Bot, Western Wa Laborers-Employers Pension Trust | Western Washington Laborers-Employers Pension Plan | 2023 | $404,501 | $0 |
| Alight Solutions LLC | Alight Solutions LLC 401(K) Plan (Fka Hewitt Associates LLC 401k Plan) | 2023 | $338,336 | $0 |
| Board Of Trustees, Northern California Electrical | Northern California Electrical Workers Pension Plan | 2023 | $255,323 | not reported in the loaded dataset |
| The Coca-Cola Company Master Trust For 401(K) Plans | Us Small Mid Cap Active Equity Fund | 2023 | $224,372 | not reported in the loaded dataset |
| Board Of Trustees Mason Tenders District Council Annuity Fund | Mason Tenders District Council Annuity Fund | 2023 | $76,523 | $0 |
| Bechtel Plant Machinery, Inc. | Bechtel Plant Machinery, Inc. Pension Plan | 2023 | $72,163 | $0 |
| Board Of Trustees Of Mason Tenders District Council Welfare Fund | Mason Tenders' District Council Welfare Fund | 2023 | $49,751 | $0 |
| Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup Inc. | Citi Retirement Savings Plan For Puerto Rico | 2023 | $1,077 | $0 |
Related Form 5500 pages
- Nordstrom 401k Plan (plan 001)
- Nordstrom, Inc. — all reported plans
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- Mason Tenders' District Council Pension Fund (plan 074)
- Board Of Trustees Mason Tenders District Council Pension Fund — all reported plans
- Pinnacle West Capital Corporation Retirement Plan (plan 001)
- Pinnacle West Capital Corporation — all reported plans
- Citi Retirement Savings Plan (plan 004)
- Citigroup Inc. — all reported plans
- Western Washington Laborers-Employers Pension Plan (plan 001)
- Bot, Western Wa Laborers-Employers Pension Trust — all reported plans
- Alight Solutions LLC 401(K) Plan (Fka Hewitt Associates LLC 401k Plan) (plan 001)
- Alight Solutions LLC — all reported plans
- Northern California Electrical Workers Pension Plan (plan 001)
- Board Of Trustees, Northern California Electrical — all reported plans
- Us Small Mid Cap Active Equity Fund (plan 002)
- The Coca-Cola Company Master Trust For 401(K) Plans — all reported plans
- Mason Tenders District Council Annuity Fund (plan 076)
- Board Of Trustees Mason Tenders District Council Annuity Fund — all reported plans
- Bechtel Plant Machinery, Inc. Pension Plan (plan 002)
- Bechtel Plant Machinery, Inc. — all reported plans
- Mason Tenders' District Council Welfare Fund (plan 501)
- Board Of Trustees Of Mason Tenders District Council Welfare Fund — all reported plans
- Citi Retirement Savings Plan For Puerto Rico (plan 002)
- Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources