Captrust — 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, Captrust is reported as a service provider on 120 loaded Form 5500 filing(s) across 113 plan sponsor(s) and 120 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,166,410 and reported indirect compensation totals $48,000.
Reported compensation summary
- Reported direct compensation
- $8,166,410
- Reported indirect compensation
- $48,000
- Total reported compensation
- $8,214,410
- Filings
- 120
- Plan sponsors
- 113
- Plans
- 120
- 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 |
|---|---|---|---|
| Planned Parenthood California Central Coast | CA | 1 | $2,306,923 |
| Salt River Valley Water Users Association | AZ | 2 | $348,618 |
| Firstenergy Corp. | OH | 1 | $182,937 |
| Rochester Institute Of Technology | NY | 1 | $161,250 |
| Baycare Health System | FL | 1 | $147,939 |
| Mantech International Corporation | VA | 1 | $135,158 |
| Stihl, Incorporated | VA | 2 | $131,000 |
| Trustees Of I.B.E.W. Local No. 728 Pension Fund | FL | 1 | $125,532 |
| Aquity Solutions, LLC | NC | 1 | $114,112 |
| Protective Life Corporation | AL | 1 | $104,000 |
State footprint
Plans reporting Captrust are sponsored in MI (17), NY (16), NJ (11), PA (11), VA (8), NC (7), FL (6), OH (5), MA (4), IL (4), SC (3), MD (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Planned Parenthood California Central Coast | Planned Parenthood California Central Coast 403(B) Plan | 2023 | $2,306,923 | not reported in the loaded dataset |
| Salt River Valley Water Users Association | Salt River Project Employees' Retirement Plan | 2023 | $318,919 | not reported in the loaded dataset |
| Firstenergy Corp. | Firstenergy Corp. Savings Plan | 2023 | $182,937 | not reported in the loaded dataset |
| Rochester Institute Of Technology | Rochester Institute Of Technology Retirement Savings Plan | 2023 | $161,250 | not reported in the loaded dataset |
| Baycare Health System | Baycare Health System Retirement Plan | 2023 | $147,939 | not reported in the loaded dataset |
| Mantech International Corporation | Mantech International 401(K) Plan | 2023 | $135,158 | not reported in the loaded dataset |
| Trustees Of I.B.E.W. Local No. 728 Pension Fund | I.B.E.W. Local No. 728 Pension Fund | 2023 | $125,532 | not reported in the loaded dataset |
| Aquity Solutions, LLC | Aquity Solutions, LLC 401(K) Plan | 2023 | $114,112 | not reported in the loaded dataset |
| Protective Life Corporation | Protective Life Corporation Pension Plan | 2023 | $104,000 | not reported in the loaded dataset |
| Liberty Healthcare Management, Inc. | Liberty Healthcare Services Retirement Plan | 2023 | $102,657 | not reported in the loaded dataset |
| Globus Medical Inc. | Globus Medical Inc. 401(K) Plan | 2023 | $102,310 | not reported in the loaded dataset |
| Cornell University | Weill Cornell Medical College Non-Exempt And Frozen Retirement Plan | 2023 | $101,573 | not reported in the loaded dataset |
| Serta Simmons Bedding, LLC | Serta Simmons Bedding 401(K) Retirement Plan | 2023 | $100,465 | not reported in the loaded dataset |
| Audacy Inc. | Audacy Inc. 401(K) Savings & Retirement Plan | 2023 | $99,000 | not reported in the loaded dataset |
| S.C. Companies, Inc. | Stanley Retirement Plan | 2023 | $97,170 | not reported in the loaded dataset |
| Blackbaud, Inc. | Blackbaud Retirement Savings Plan | 2023 | $95,996 | not reported in the loaded dataset |
| Utica Mutual Insurance Company | Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan | 2023 | $93,000 | not reported in the loaded dataset |
| Smiths Group Services Corporation | Smiths Group Incentive Savings Plan | 2023 | $90,000 | not reported in the loaded dataset |
| Aviagen, Inc. | Aviagen, Inc. 401(K) Retirement Plan | 2023 | $89,140 | not reported in the loaded dataset |
| Point32health | Point32health 401(K) Plan | 2023 | $87,000 | not reported in the loaded dataset |
| Yeshiva University | Yeshiva University Retirement Income Plan (Basic Plan) | 2023 | $81,877 | not reported in the loaded dataset |
| Performance Food Group, Inc. | Performance Food Group Employee Savings Plan | 2023 | $81,796 | not reported in the loaded dataset |
| S.T. Wooten Corporation | S.T. Wooten Corporation 401(K) Retirement Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Cca Industries, Inc. | Cca Industries, Inc. 401(K) Profit Sharing Plan | 2023 | $73,158 | not reported in the loaded dataset |
| Sleep Number Corporation | Sleep Number Profit Sharing And 401(K) Plan | 2023 | $72,300 | not reported in the loaded dataset |
| Clemens Family Corporation | The Clemens Family Sharing Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Stihl, Incorporated | Employees' Retirement Plan Of Stihl, Incorporated | 2023 | $70,000 | not reported in the loaded dataset |
| American Ordnance, LLC C/O Iowa Army Ammunition Plant | Day And Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known As Retirement Plan For Bargaining Employees At Iaap) | 2023 | $66,764 | not reported in the loaded dataset |
| Carolina Tractor & Equipment Company | Cte 401(K) Plan | 2023 | $66,552 | not reported in the loaded dataset |
| Community Care Health Network, Inc. | Matrix Medical Network 401(K) Plan | 2023 | $65,866 | not reported in the loaded dataset |
| Research Foundation Of Cuny | Research Foundation Of The City University Of New York Defined Contribution Retirement Plan | 2023 | $65,028 | not reported in the loaded dataset |
| Bausch Health Companies Inc. | Bausch Health Companies Inc. Retirement Savings Plan | 2023 | $63,625 | not reported in the loaded dataset |
| Ngl Energy Holdings, LLC | Ngl Energy 401(K) Plan | 2023 | $62,970 | not reported in the loaded dataset |
| Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 | Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan | 2023 | $62,123 | not reported in the loaded dataset |
| Cherry Central Cooperative, Inc. | Cherry Central Cooperative, Inc. Employees Profit Sharing And Investment Plan | 2023 | $61,710 | not reported in the loaded dataset |
| Stihl Incorporated | Employees' Profit Sharing Plus Plan Of Stihl Incorporated | 2023 | $61,000 | not reported in the loaded dataset |
| Mccarter & English, Llp | Mccarter And English Retirement And Savings Plan | 2023 | $60,780 | not reported in the loaded dataset |
| Lasko Products, LLC | Lasko Products 401(K) Retirement Savings Plan | 2023 | $60,525 | not reported in the loaded dataset |
| Collins Einhorn Farrell Pc | Collins Einhorn Farrell Pc 401(K) Plan | 2023 | $60,011 | not reported in the loaded dataset |
| Mavenir Systems, Inc. | Mavenir Systems, Inc. 401(K) Retirement Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Trustees Of Ibew Local 728 Annuity Fund | I.B.E.W. Local Union No. 728 Annuity Fund | 2023 | $59,830 | not reported in the loaded dataset |
| Episcopal High School | Episcopal High School Defined Contribution Retirement Plan | 2023 | $56,727 | not reported in the loaded dataset |
| Isc Plasterers & Cement Masons Pension Fund | Indiana State Council Of Plasterers & Cement Mason Pension Fund | 2023 | $55,825 | not reported in the loaded dataset |
| Board Of Trustees, Electrical Workers Ibew Local 163 Annuity Fund | Electrical Workers Ibew Local 163 Annuity Fund | 2023 | $54,789 | not reported in the loaded dataset |
| Heartland Express, Inc. Of Iowa | Heartland Express, Inc. Of Iowa 401(K) Plan | 2023 | $52,784 | not reported in the loaded dataset |
| Mars Advertising, Inc. | Mars Advertising, Inc. 401k Profit Sharing Plan | 2023 | $51,727 | $0 |
| Allegis Group, Inc. | Allegis Group, Inc. Retirement Savings Plan One | 2023 | $51,495 | not reported in the loaded dataset |
| The Cooper Union For The Advancement Of Science And Art | The Cooper Union Defined Contribution Retirement Plan | 2023 | $48,815 | not reported in the loaded dataset |
| Church & Dwight Co., Inc. | Church & Dwight Co. , Inc. Savings And Profit Sharing Plan For Salaried Employees | 2023 | $47,500 | not reported in the loaded dataset |
| Muhlenberg College | Muhlenberg College Defined Contribution Plan | 2023 | $45,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Planned Parenthood California Central Coast 403(B) Plan (plan 001)
- Planned Parenthood California Central Coast — all reported plans
- Salt River Project Employees' Retirement Plan (plan 335)
- Salt River Valley Water Users Association — all reported plans
- Firstenergy Corp. Savings Plan (plan 002)
- Firstenergy Corp. — all reported plans
- Rochester Institute Of Technology Retirement Savings Plan (plan 001)
- Rochester Institute Of Technology — all reported plans
- Baycare Health System Retirement Plan (plan 001)
- Baycare Health System — all reported plans
- Mantech International 401(K) Plan (plan 002)
- Mantech International Corporation — all reported plans
- I.B.E.W. Local No. 728 Pension Fund (plan 001)
- Trustees Of I.B.E.W. Local No. 728 Pension Fund — all reported plans
- Aquity Solutions, LLC 401(K) Plan (plan 002)
- Aquity Solutions, LLC — all reported plans
- Protective Life Corporation Pension Plan (plan 001)
- Protective Life Corporation — all reported plans
- Liberty Healthcare Services Retirement Plan (plan 001)
- Liberty Healthcare Management, Inc. — all reported plans
- Globus Medical Inc. 401(K) Plan (plan 001)
- Globus Medical Inc. — all reported plans
- Weill Cornell Medical College Non-Exempt And Frozen Retirement Plan (plan 004)
- Cornell University — all reported plans
- Serta Simmons Bedding 401(K) Retirement Plan (plan 001)
- Serta Simmons Bedding, LLC — all reported plans
- Audacy Inc. 401(K) Savings & Retirement Plan (plan 004)
- Audacy Inc. — all reported plans
- Stanley Retirement Plan (plan 001)
- S.C. Companies, Inc. — all reported plans
- Blackbaud Retirement Savings Plan (plan 001)
- Blackbaud, Inc. — all reported plans
- Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan (plan 001)
- Utica Mutual Insurance Company — all reported plans
- Smiths Group Incentive Savings Plan (plan 002)
- Smiths Group Services Corporation — all reported plans
- Aviagen, Inc. 401(K) Retirement Plan (plan 003)
- Aviagen, Inc. — all reported plans
- Point32health 401(K) Plan (plan 001)
- Point32health — all reported plans
- Yeshiva University Retirement Income Plan (Basic Plan) (plan 001)
- Yeshiva University — all reported plans
- Performance Food Group Employee Savings Plan (plan 002)
- Performance Food Group, Inc. — all reported plans
- S.T. Wooten Corporation 401(K) Retirement Plan (plan 001)
- S.T. Wooten Corporation — all reported plans
- Cca Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cca Industries, Inc. — all reported plans
- Sleep Number Profit Sharing And 401(K) Plan (plan 001)
- Sleep Number Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources