Callan 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, Callan LLC is reported as a service provider on 51 loaded Form 5500 filing(s) across 45 plan sponsor(s) and 51 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,486,271 and reported indirect compensation totals $5,921.
Reported compensation summary
- Reported direct compensation
- $6,486,271
- Reported indirect compensation
- $5,921
- Total reported compensation
- $6,492,192
- Filings
- 51
- Plan sponsors
- 45
- Plans
- 51
- 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 |
|---|---|---|---|
| Parker Hannifin Corporation | OH | 1 | $566,667 |
| Bank Of America Corporation | RI | 1 | $515,688 |
| Nokia Of America Corporation | NJ | 1 | $485,011 |
| Voya Services Company | GA | 1 | $470,463 |
| Chevron Corporation | CA | 1 | $456,556 |
| L3harris Technologies, Inc. | FL | 1 | $265,021 |
| Lyondell Chemical Company | TX | 1 | $246,440 |
| Qualcomm Incorporated | CA | 1 | $200,112 |
| Target Corporation | MN | 2 | $200,000 |
| Keycorp | OH | 2 | $198,104 |
State footprint
Plans reporting Callan LLC are sponsored in OH (8), LA (7), TX (6), CA (5), MN (3), IN (3), MO (3), NY (3), NJ (2), AZ (2), PA (2), NM (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Parker Hannifin Corporation | Parker Retirement Savings Plan | 2023 | $566,667 | not reported in the loaded dataset |
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $515,688 | not reported in the loaded dataset |
| Nokia Of America Corporation | Lucent Technologies Inc. Master Pension Trust | 2023 | $485,011 | not reported in the loaded dataset |
| Voya Services Company | Voya Retirement Plan | 2023 | $470,463 | not reported in the loaded dataset |
| Chevron Corporation | Chevron Master Pension Trust | 2023 | $456,556 | not reported in the loaded dataset |
| L3harris Technologies, Inc. | L3harris Retirement Savings Plan Master Trust | 2023 | $265,021 | not reported in the loaded dataset |
| Lyondell Chemical Company | Lyondellbasell Master Trust | 2023 | $246,440 | not reported in the loaded dataset |
| Qualcomm Incorporated | Qualcomm Incorporated Employee Savings And Retirement Plan | 2023 | $200,112 | not reported in the loaded dataset |
| Keycorp | Keycorp Consolidated Cash Balance Plan | 2023 | $192,000 | not reported in the loaded dataset |
| Csaa Insurance Services, Inc. | Csaa Insurance Group Cash Balance Retirement Plan | 2023 | $191,476 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $190,000 | not reported in the loaded dataset |
| Keysight Technologies, Inc. | Keysight Technologies, Inc. 401(K) Plan | 2023 | $175,861 | not reported in the loaded dataset |
| National Roofing Industry Pension Fund Wilson-Mcshane Corporation | National Roofing Industry Pension Fund | 2023 | $169,358 | $5,921 |
| Target Corporation | Target Corporation Pension Plan | 2023 | $175,000 | not reported in the loaded dataset |
| Entergy Corporation | Entergy Corp Retirement Plans Master Trust | 2023 | $173,513 | not reported in the loaded dataset |
| Lincoln National Corporation | Lincoln National Corporation Employees Retirement Trust | 2023 | $164,342 | not reported in the loaded dataset |
| Franklin Resources, Inc. | Franklin Templeton 401(K) Retirement Plan | 2023 | $157,205 | not reported in the loaded dataset |
| O-I Glass, Inc. | Owens-Illinois, Inc. Master Retirement Trust | 2023 | $138,215 | not reported in the loaded dataset |
| The Goldman Sachs Group, Inc. | The Goldman Sachs 401(K) Plan | 2023 | $109,956 | not reported in the loaded dataset |
| Entergy Corporation | Savings Plan Of Entergy Corporation And Subsidiaries | 2023 | $104,523 | not reported in the loaded dataset |
| Centerpoint Energy, Inc. | Centerpoint Energy Retirement Plan | 2023 | $100,000 | not reported in the loaded dataset |
| Southern Indiana Gas & Electric Company | Pension Plan For Hourly Employees Of Southern Indiana Gas & Electric Company | 2023 | $95,000 | not reported in the loaded dataset |
| Indiana Gas Company, Inc. | Indiana Gas Company, Inc. Bargaining Unit Retirement Plan | 2023 | $94,000 | not reported in the loaded dataset |
| Vectren Corporation | Vectren Corporation Combined Non-Bargaining Retirement Plan | 2023 | $94,000 | not reported in the loaded dataset |
| O-I Glass, Inc. | Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan | 2023 | $91,371 | not reported in the loaded dataset |
| Texas Health Resources | Texas Health 401(K) Retirement Plan | 2023 | $91,059 | not reported in the loaded dataset |
| Apl Logistics Americas, Ltd | The Save Plan | 2023 | $78,137 | not reported in the loaded dataset |
| Ntt Data Americas, Inc. | Ntt Data Americas 401(K) Plan | 2023 | $65,564 | not reported in the loaded dataset |
| S&P Global, Inc. | S&P Global Inc. Savings Plan Collective Investment Trust | 2023 | $55,422 | not reported in the loaded dataset |
| S&P Global Inc. | Employee Retirement Plan Of S&P Global Inc And Its Subsidiaries | 2023 | $51,604 | not reported in the loaded dataset |
| Schottenstein Stores Corporation | The Profit Sharing And 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Windstream Services, LLC | Windstream Pension Plan | 2023 | $48,480 | not reported in the loaded dataset |
| O-I Glass, Inc. | Tenth Amended & Restated Owens-Illinois Salary Retirement Plan | 2023 | $46,844 | not reported in the loaded dataset |
| Libbey Glass LLC | Libbey Master Retirement Trust | 2023 | $42,989 | not reported in the loaded dataset |
| Nokia Of America Corporation | Nokia Savings/401(K) Plan | 2023 | $40,000 | not reported in the loaded dataset |
| American Chemical Society | American Chemical Society Retirement Plan | 2023 | $38,704 | not reported in the loaded dataset |
| Avnet, Inc. | Avnet 401(K) Plan | 2023 | $31,669 | not reported in the loaded dataset |
| Centerpoint Energy, Inc. | Centerpoint Energy Group Welfare Benefits Plan For Retirees | 2023 | $29,000 | not reported in the loaded dataset |
| Target Corporation | Target Corporation 401(K) Master Trust | 2023 | $25,000 | not reported in the loaded dataset |
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Contribution Plan Master | 2023 | $25,000 | not reported in the loaded dataset |
| Lumen Technologies, Inc. | Lumen Combined Pension Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Hallmark Cards, Inc. | Cash Balance Retirement Plan Of Hallmark Cards, Inc. | 2023 | $19,356 | not reported in the loaded dataset |
| Entergy Corporation | Entergy Corporation Companies' Non-Bargaining Employees' Welfare Benefit Trust - Life | 2023 | $16,066 | not reported in the loaded dataset |
| Entergy Corporation | Entergy Corporation Companies' Bargaining Employees' Welfare Benefit Trust | 2023 | $16,066 | not reported in the loaded dataset |
| Hallmark Cards, Inc. Master Trust State Street Bank & Trust, Trustee | Hallmark Cards Incorporated Master Trust Book Value Stable Income Fund | 2023 | $15,188 | not reported in the loaded dataset |
| Pnm Resources, Inc. | Pnm Resources, Inc. Employees' Retirement Plan | 2023 | $13,906 | not reported in the loaded dataset |
| Entergy Corporation | Savings Plan Of Entergy Corporation And Subsidiaries Viii | 2023 | $12,919 | not reported in the loaded dataset |
| Alyeska Pipeline Service Company | Alyeska Pipeline Service Company Savings And Investment Plan For Operating Company Employees | 2023 | $11,060 | not reported in the loaded dataset |
| Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee | Hallmark Cards Incorporated Master Trust Standard & Poor'S 500 Fund | 2023 | $7,926 | not reported in the loaded dataset |
| Crayola LLC | Crayola LLC Employee'S Retirement Plan | 2023 | $6,430 | not reported in the loaded dataset |
Related Form 5500 pages
- Parker Retirement Savings Plan (plan 075)
- Parker Hannifin Corporation — all reported plans
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- Lucent Technologies Inc. Master Pension Trust (plan 001)
- Nokia Of America Corporation — all reported plans
- Voya Retirement Plan (plan 001)
- Voya Services Company — all reported plans
- Chevron Master Pension Trust (plan 101)
- Chevron Corporation — all reported plans
- L3harris Retirement Savings Plan Master Trust (plan 101)
- L3harris Technologies, Inc. — all reported plans
- Lyondellbasell Master Trust (plan 009)
- Lyondell Chemical Company — all reported plans
- Qualcomm Incorporated Employee Savings And Retirement Plan (plan 001)
- Qualcomm Incorporated — all reported plans
- Keycorp Consolidated Cash Balance Plan (plan 007)
- Keycorp — all reported plans
- Csaa Insurance Group Cash Balance Retirement Plan (plan 001)
- Csaa Insurance Services, Inc. — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Keysight Technologies, Inc. 401(K) Plan (plan 003)
- Keysight Technologies, Inc. — all reported plans
- National Roofing Industry Pension Fund (plan 001)
- National Roofing Industry Pension Fund Wilson-Mcshane Corporation — all reported plans
- Target Corporation Pension Plan (plan 001)
- Target Corporation — all reported plans
- Entergy Corp Retirement Plans Master Trust (plan 001)
- Entergy Corporation — all reported plans
- Lincoln National Corporation Employees Retirement Trust (plan 002)
- Lincoln National Corporation — all reported plans
- Franklin Templeton 401(K) Retirement Plan (plan 003)
- Franklin Resources, Inc. — all reported plans
- Owens-Illinois, Inc. Master Retirement Trust (plan 001)
- O-I Glass, Inc. — all reported plans
- The Goldman Sachs 401(K) Plan (plan 001)
- The Goldman Sachs Group, Inc. — all reported plans
- Savings Plan Of Entergy Corporation And Subsidiaries (plan 003)
- Entergy Corporation — all reported plans
- Centerpoint Energy Retirement Plan (plan 001)
- Centerpoint Energy, Inc. — all reported plans
- Pension Plan For Hourly Employees Of Southern Indiana Gas & Electric Company (plan 002)
- Southern Indiana Gas & Electric Company — all reported plans
- Indiana Gas Company, Inc. Bargaining Unit Retirement Plan (plan 002)
- Indiana Gas Company, Inc. — all reported plans
- Vectren Corporation Combined Non-Bargaining Retirement Plan (plan 001)
- Vectren Corporation — all reported plans
- Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan (plan 002)
- O-I Glass, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources