Callan — 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, Callan is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $881,367 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $881,367
- Reported indirect compensation
- $0
- Total reported compensation
- $881,367
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Ally Financial Inc. | MI | 1 | $335,000 |
| G.M.P.-Employers Retiree Trust | FL | 1 | $120,000 |
| Mufg Bank, Ltd. | NY | 1 | $83,967 |
| Trustees Of National Roofing Industry Supplemental Pension Plan | MN | 1 | $82,304 |
| Seagate U.S. LLC | CA | 1 | $81,983 |
| Lockheed Martin Corporation | MD | 1 | $80,000 |
| Hallmark Cards, Inc. Master Trust State Street Bank And Trust - Truste | MO | 1 | $25,786 |
| Hp Inc. | TX | 1 | $25,645 |
| Southwest Gas Corporation | NV | 1 | $16,568 |
| Entergy Corporation | LA | 1 | $16,066 |
State footprint
Plans reporting Callan are sponsored in CA (1), FL (1), LA (1), MD (1), MI (1), MN (1), MO (1), NV (1), NY (1), PA (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ally Financial Inc. | Ally Financial Inc. Retirement Savings Plan | 2023 | $335,000 | not reported in the loaded dataset |
| G.M.P.-Employers Retiree Trust | G.M.P. - Employers Retiree Trust | 2023 | $120,000 | not reported in the loaded dataset |
| Mufg Bank, Ltd. | Mufg Bank, Ltd. Retirement Plan | 2023 | $83,967 | not reported in the loaded dataset |
| Trustees Of National Roofing Industry Supplemental Pension Plan | National Roofing Industry Supplemental Pension Plan | 2023 | $82,304 | not reported in the loaded dataset |
| Seagate U.S. LLC | Seagate 401(K) Plan | 2023 | $81,983 | not reported in the loaded dataset |
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $80,000 | not reported in the loaded dataset |
| Hallmark Cards, Inc. Master Trust State Street Bank And Trust - Truste | Hallmark Master Trust - Stif Db | 2023 | $25,786 | $0 |
| Hp Inc. | Hp Inc. Pension Plan | 2023 | $25,645 | not reported in the loaded dataset |
| Southwest Gas Corporation | Insurance Welfare Benefit Plan Southwest Gas Corporation | 2023 | $16,568 | not reported in the loaded dataset |
| Entergy Corporation | Entergy Corporation Companies' Non-Bargaining Employees' Welfare Benefit Trust | 2023 | $16,066 | not reported in the loaded dataset |
| Lincoln National Life Insurance Company | Agents Retirement Plan Of The Lincoln National Life Insurance Company | 2023 | $14,048 | not reported in the loaded dataset |
Related Form 5500 pages
- Ally Financial Inc. Retirement Savings Plan (plan 001)
- Ally Financial Inc. — all reported plans
- G.M.P. - Employers Retiree Trust (plan 501)
- G.M.P.-Employers Retiree Trust — all reported plans
- Mufg Bank, Ltd. Retirement Plan (plan 016)
- Mufg Bank, Ltd. — all reported plans
- National Roofing Industry Supplemental Pension Plan (plan 002)
- Trustees Of National Roofing Industry Supplemental Pension Plan — all reported plans
- Seagate 401(K) Plan (plan 001)
- Seagate U.S. LLC — all reported plans
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- Hallmark Master Trust - Stif Db (plan 015)
- Hallmark Cards, Inc. Master Trust State Street Bank And Trust - Truste — all reported plans
- Hp Inc. Pension Plan (plan 003)
- Hp Inc. — all reported plans
- Insurance Welfare Benefit Plan Southwest Gas Corporation (plan 505)
- Southwest Gas Corporation — all reported plans
- Entergy Corporation Companies' Non-Bargaining Employees' Welfare Benefit Trust (plan 501)
- Entergy Corporation — all reported plans
- Agents Retirement Plan Of The Lincoln National Life Insurance Company (plan 004)
- Lincoln National Life Insurance Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources