Callan Holdings, Inc. — 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 Holdings, Inc. 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 $547,478 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $547,478
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $547,478
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Bristol-Myers Squibb Company | NJ | 1 | $182,400 |
| Citigroup Inc. | CT | 1 | $139,663 |
| Bunzl Usa, LLC | MO | 1 | $135,415 |
| Quad/Graphics Printing LLC | CT | 1 | $90,000 |
State footprint
Plans reporting Callan Holdings, Inc. are sponsored in CT (2), MO (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bristol-Myers Squibb Company | Bristol-Myers Squibb Savings Plans Master Trust | 2023 | $182,400 | not reported in the loaded dataset |
| Citigroup Inc. | Citi Retirement Savings Plan | 2023 | $139,663 | not reported in the loaded dataset |
| Bunzl Usa, LLC | Bunzl Usa, LLC Retirement Plan | 2023 | $135,415 | not reported in the loaded dataset |
| Quad/Graphics Printing LLC | Quad/Graphics Master Retirement Trust | 2023 | $90,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Bristol-Myers Squibb Savings Plans Master Trust (plan 112)
- Bristol-Myers Squibb Company — all reported plans
- Citi Retirement Savings Plan (plan 004)
- Citigroup Inc. — all reported plans
- Bunzl Usa, LLC Retirement Plan (plan 003)
- Bunzl Usa, LLC — all reported plans
- Quad/Graphics Master Retirement Trust (plan 051)
- Quad/Graphics Printing LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources