Callan Associates — 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 Associates is reported as a service provider on 17 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,901,950 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,901,950
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,901,950
- Filings
- 17
- Plan sponsors
- 11
- Plans
- 17
- 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 |
|---|---|---|---|
| Northrop Grumman Corporation | VA | 6 | $530,476 |
| L3harris Technologies, Inc. | FL | 1 | $512,122 |
| Nordstrom, Inc. | WA | 1 | $358,961 |
| Lincoln National Corporation | PA | 2 | $307,459 |
| The Queen'S Health Systems | HI | 1 | $61,019 |
| Thrivent Financial For Lutherans | MN | 1 | $34,082 |
| Roche Retiree Welfare Benefits Master Trust | NJ | 1 | $30,065 |
| Roche Employee Welfare Benefits Master Trust | NJ | 1 | $24,093 |
| Southwest Airlines Pilots Association | TX | 1 | $22,567 |
| Agilent Technologies, Inc. | CA | 1 | $15,728 |
State footprint
Plans reporting Callan Associates are sponsored in VA (6), PA (3), NJ (2), MN (1), TX (1), CA (1), WA (1), FL (1), HI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| L3harris Technologies, Inc. | L3harris Pension Master Trust | 2023 | $512,122 | not reported in the loaded dataset |
| Nordstrom, Inc. | Nordstrom 401k Plan | 2023 | $358,961 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Northrop Grumman Pension Plan | 2023 | $258,135 | not reported in the loaded dataset |
| Lincoln National Corporation | Lnc Employees' 401(K) Savings Plan | 2023 | $157,165 | not reported in the loaded dataset |
| Lincoln National Corporation | Lincoln National Corporation Retirement Plan For Employees Hired Prior To January 1 2008 | 2023 | $150,294 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Ng Space&Mission Systems Corp Salaried Pension Pla | 2023 | $117,307 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Northrop Grumman Savings Plan | 2023 | $110,735 | not reported in the loaded dataset |
| The Queen'S Health Systems | The Queen'S Health Systems Pension Plan | 2023 | $61,019 | not reported in the loaded dataset |
| Thrivent Financial For Lutherans | Thrivent Individual Pension Account Plan | 2023 | $34,082 | not reported in the loaded dataset |
| Roche Retiree Welfare Benefits Master Trust | Roche Retiree Welfare Benefits Master Trust | 2023 | $30,065 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Northrop Grumman Retirement Plan B | 2023 | $27,833 | not reported in the loaded dataset |
| Roche Employee Welfare Benefits Master Trust | Roche Employee Welfare Benefits Master Trust | 2023 | $24,093 | not reported in the loaded dataset |
| Southwest Airlines Pilots Association | Southwest Airlines Pilots' Association Medical And Dental Plan For Specified Pilots | 2023 | $22,567 | not reported in the loaded dataset |
| Agilent Technologies, Inc. | Agilent Technologies, Inc. Deferred Profit-Sharing Plan | 2023 | $15,728 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Ng Es Union Represented Employees Pension Plan | 2023 | $8,266 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Ng Es - Space Division Consolidated Pension Plan | 2023 | $8,200 | not reported in the loaded dataset |
| Lincoln National Life Insurance Company | Lnl Agents' 401(K) Savings Plan | 2023 | $5,378 | not reported in the loaded dataset |
Related Form 5500 pages
- L3harris Pension Master Trust (plan 300)
- L3harris Technologies, Inc. — all reported plans
- Nordstrom 401k Plan (plan 001)
- Nordstrom, Inc. — all reported plans
- Northrop Grumman Pension Plan (plan 030)
- Northrop Grumman Corporation — all reported plans
- Lnc Employees' 401(K) Savings Plan (plan 009)
- Lincoln National Corporation — all reported plans
- Lincoln National Corporation Retirement Plan For Employees Hired Prior To January 1 2008 (plan 011)
- Ng Space&Mission Systems Corp Salaried Pension Pla (plan 007)
- Northrop Grumman Savings Plan (plan 011)
- The Queen'S Health Systems Pension Plan (plan 001)
- The Queen'S Health Systems — all reported plans
- Thrivent Individual Pension Account Plan (plan 001)
- Thrivent Financial For Lutherans — all reported plans
- Roche Retiree Welfare Benefits Master Trust (plan 519)
- Roche Retiree Welfare Benefits Master Trust — all reported plans
- Northrop Grumman Retirement Plan B (plan 041)
- Roche Employee Welfare Benefits Master Trust (plan 520)
- Roche Employee Welfare Benefits Master Trust — all reported plans
- Southwest Airlines Pilots' Association Medical And Dental Plan For Specified Pilots (plan 510)
- Southwest Airlines Pilots Association — all reported plans
- Agilent Technologies, Inc. Deferred Profit-Sharing Plan (plan 001)
- Agilent Technologies, Inc. — all reported plans
- Ng Es Union Represented Employees Pension Plan (plan 045)
- Ng Es - Space Division Consolidated Pension Plan (plan 040)
- Lnl Agents' 401(K) Savings Plan (plan 006)
- Lincoln National Life Insurance Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources