Captrust Advisors — 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 Advisors is reported as a service provider on 8 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $711,334 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$711,334
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$711,334
Filings
8
Plan sponsors
7
Plans
8
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

Plan sponsors reporting the most compensation to Captrust Advisors
SponsorStatePlansReported compensation
Emerson Electric CompanyMO1$150,000
S.C. Johnson & Son, Inc.WI2$140,000
Boilermakers Lodge 154 Retirement PlanMN1$135,000
Nouryon Chemicals LLCIL1$90,227
Chicago Mercantile Exchange, Inc.IL1$85,000
Cotter CorporationCO1$64,856
Copeland Scroll Compressors LpOH1$46,251

State footprint

Plans reporting Captrust Advisors are sponsored in IL (2), WI (2), CO (1), MN (1), MO (1), OH (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Emerson Electric CompanyEmerson Electric Co Retirement Master Trust2023$150,000not reported in the loaded dataset
Boilermakers Lodge 154 Retirement PlanBoilermakers Lodge 154 Retirement Plan2023$135,000not reported in the loaded dataset
S.C. Johnson & Son, Inc.Retirement Plan For Employees Of S.C. Johnson & So2023$120,000not reported in the loaded dataset
Nouryon Chemicals LLCNouryon Chemicals Retirement Savings Plan And Nouryon Chemicals Hourly Savings Plan Master Trust2023$90,227not reported in the loaded dataset
Chicago Mercantile Exchange, Inc.Pension Plan For Employees Of The Chicago Mercantile Exchange, Inc.2023$85,000not reported in the loaded dataset
Cotter CorporationRetirement Plan For Salaried Employees Of Cotter Corporation2023$64,856not reported in the loaded dataset
Copeland Scroll Compressors LpCopeland Corporation Retirement Income Plan For Employees In Collective Bargaining Unit2023$46,251not reported in the loaded dataset
S.C. Johnson & Son, Inc.S.C. Johnson & Son, Inc. Retiree Health Care Plan2023$20,000not reported in the loaded dataset

Related Form 5500 pages