Cerity Partners — 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, Cerity Partners is reported as a service provider on 32 loaded Form 5500 filing(s) across 31 plan sponsor(s) and 32 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,337,817 and reported indirect compensation totals $29,892.
Reported compensation summary
- Reported direct compensation
- $1,337,817
- Reported indirect compensation
- $29,892
- Total reported compensation
- $1,367,709
- Filings
- 32
- Plan sponsors
- 31
- Plans
- 32
- 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 |
|---|---|---|---|
| The Horton Group, Inc. | IL | 1 | $136,257 |
| Atlantic Anesthesia, Inc. | VA | 2 | $100,355 |
| Acero Schools | IL | 1 | $96,942 |
| Morris Hospital & Healthcare Centers | IL | 1 | $94,975 |
| Stephens Institute Dba Academy Of Art University | CA | 1 | $66,430 |
| Islands Restaurants, LLC | CA | 1 | $55,615 |
| Moss Bros. Auto Group, Inc. | CA | 1 | $53,575 |
| University Of Kentucky Federal Credit Union | KY | 1 | $51,941 |
| Golden Empire Mortgage, Inc. | CA | 1 | $51,730 |
| American Textile Company, Inc. | PA | 1 | $48,717 |
State footprint
Plans reporting Cerity Partners are sponsored in IL (10), CA (6), IN (2), KY (2), NY (2), CT (2), VA (2), OH (1), PA (1), TX (1), WV (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Horton Group, Inc. | The Horton Group, Inc. Retirement Savings Plan | 2023 | $136,257 | not reported in the loaded dataset |
| Acero Schools | Acero 401(K) Plan | 2023 | $96,942 | $0 |
| Morris Hospital & Healthcare Centers | Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(B) | 2023 | $94,975 | not reported in the loaded dataset |
| Stephens Institute Dba Academy Of Art University | Academy Of Art University 401(K) Retirement Plan | 2023 | $66,430 | not reported in the loaded dataset |
| Islands Restaurants, LLC | Islands Restaurants 401(K) Plan | 2023 | $55,615 | not reported in the loaded dataset |
| Moss Bros. Auto Group, Inc. | Moss Bros. Auto Group, Inc. 401(K) Profit Sharing Plan | 2023 | $53,575 | $0 |
| Atlantic Anesthesia, Inc. | Atlantic Anesthesia, Inc. 401(K) Plan | 2023 | $53,254 | not reported in the loaded dataset |
| University Of Kentucky Federal Credit Union | University Of Kentucky Federal Credit Union 401(K) Retirement Plan | 2023 | $51,941 | not reported in the loaded dataset |
| Golden Empire Mortgage, Inc. | Gem 401(K) Plan | 2023 | $51,730 | not reported in the loaded dataset |
| American Textile Company, Inc. | American Textile Company, Inc. 401(K) Plan | 2023 | $48,717 | not reported in the loaded dataset |
| W.J. Deutsch & Sons, Ltd. Dba Deutsch Family | Deutsch Family Wine & Spirits 401(K) Savings Plan | 2023 | $47,814 | not reported in the loaded dataset |
| Atlantic Anesthesia, Inc. | Atlantic Anesthesia, Inc. Profit Sharing Plan | 2023 | $47,101 | not reported in the loaded dataset |
| Clyde & Co Us Llp | Clyde & Co Us Llp 401(K) Plan | 2023 | $46,500 | not reported in the loaded dataset |
| Huron Consulting Group Inc. | Huron Consulting Group Retirement Savings Plan | 2023 | $45,390 | not reported in the loaded dataset |
| West Side Federation For Senior And Supportive Housing, Inc. | Wsfssh 403(B) Retirement Savings Plan | 2023 | $45,113 | not reported in the loaded dataset |
| Schmitt-Sussman Enterprises, Inc. Dba Pfp Services | Schmitt-Sussman Enterprises, Inc. 401(K) Plan | 2023 | $45,096 | not reported in the loaded dataset |
| Illinois Health And Hospital Association | Iha 401(K) And Retirement Savings Plan | 2023 | $42,500 | not reported in the loaded dataset |
| Meridian Industries, Inc. | Meridian Industries, Inc. Retirement Plan | 2023 | $36,000 | not reported in the loaded dataset |
| Marklund | Marklund Employee Retirement Savings Plan | 2023 | $33,449 | not reported in the loaded dataset |
| Schumacher Electric Corporation | Schumacher Electric Corporation Employees Retirement Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Engis Corporation | Engis Corporation Profit Sharing And 401k Plan | 2023 | $28,773 | not reported in the loaded dataset |
| San Luis Obispo County Farm Supply | San Luis Obispo County Farm Supply 401(K) Profit Sharing Plan | 2023 | $28,473 | not reported in the loaded dataset |
| M & J Wilkow | M & J Wilkow Profit Sharing & 401(K) Plan | 2023 | $27,226 | not reported in the loaded dataset |
| American Health Care Association | American Health Care Association 401k And Discretionary Defined Contribution Plan | 2023 | $26,000 | not reported in the loaded dataset |
| Law Bulletin Media | Law Bulletin Media Employees Profit Sharing Plan & Trust | 2023 | $25,151 | not reported in the loaded dataset |
| Flaherty, Sensabaugh & Bonasso, P.L.L.C | Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(K) Plan | 2023 | $21,521 | not reported in the loaded dataset |
| Western Concrete Pumping, Inc. | Western Concrete Pumping, Inc. 401(K) Savings Plan | 2023 | $20,563 | not reported in the loaded dataset |
| Shawnee Health Service And Development Corporation | Shawnee Health Service And Development Corporation 401(K) And Profit Sharing Plan | 2023 | $0 | $20,394 |
| Don Schumacher Racing Corp. | Don Schumacher Racing Corp. 401(K) Retirement Plan | 2023 | $16,027 | not reported in the loaded dataset |
| Venminder, Inc. | Venminder 401(K) Plan | 2023 | $0 | $9,498 |
| Crane Carrier Company | The Retirement Plan For Designated Bargaining Employees Of Crane Carrier Company | 2023 | $9,158 | $0 |
| R.A.S. Logistics LLC | R.A.S. Logistics LLC Savings And Retirement Plan | 2023 | $6,526 | not reported in the loaded dataset |
Related Form 5500 pages
- The Horton Group, Inc. Retirement Savings Plan (plan 001)
- The Horton Group, Inc. — all reported plans
- Acero 401(K) Plan (plan 001)
- Acero Schools — all reported plans
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(B) (plan 004)
- Morris Hospital & Healthcare Centers — all reported plans
- Academy Of Art University 401(K) Retirement Plan (plan 002)
- Stephens Institute Dba Academy Of Art University — all reported plans
- Islands Restaurants 401(K) Plan (plan 001)
- Islands Restaurants, LLC — all reported plans
- Moss Bros. Auto Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Moss Bros. Auto Group, Inc. — all reported plans
- Atlantic Anesthesia, Inc. 401(K) Plan (plan 003)
- Atlantic Anesthesia, Inc. — all reported plans
- University Of Kentucky Federal Credit Union 401(K) Retirement Plan (plan 001)
- University Of Kentucky Federal Credit Union — all reported plans
- Gem 401(K) Plan (plan 001)
- Golden Empire Mortgage, Inc. — all reported plans
- American Textile Company, Inc. 401(K) Plan (plan 001)
- American Textile Company, Inc. — all reported plans
- Deutsch Family Wine & Spirits 401(K) Savings Plan (plan 001)
- W.J. Deutsch & Sons, Ltd. Dba Deutsch Family — all reported plans
- Atlantic Anesthesia, Inc. Profit Sharing Plan (plan 004)
- Clyde & Co Us Llp 401(K) Plan (plan 001)
- Clyde & Co Us Llp — all reported plans
- Huron Consulting Group Retirement Savings Plan (plan 001)
- Huron Consulting Group Inc. — all reported plans
- Wsfssh 403(B) Retirement Savings Plan (plan 001)
- West Side Federation For Senior And Supportive Housing, Inc. — all reported plans
- Schmitt-Sussman Enterprises, Inc. 401(K) Plan (plan 001)
- Schmitt-Sussman Enterprises, Inc. Dba Pfp Services — all reported plans
- Iha 401(K) And Retirement Savings Plan (plan 002)
- Illinois Health And Hospital Association — all reported plans
- Meridian Industries, Inc. Retirement Plan (plan 005)
- Meridian Industries, Inc. — all reported plans
- Marklund Employee Retirement Savings Plan (plan 005)
- Marklund — all reported plans
- Schumacher Electric Corporation Employees Retirement Plan (plan 001)
- Schumacher Electric Corporation — all reported plans
- Engis Corporation Profit Sharing And 401k Plan (plan 001)
- Engis Corporation — all reported plans
- San Luis Obispo County Farm Supply 401(K) Profit Sharing Plan (plan 001)
- San Luis Obispo County Farm Supply — all reported plans
- M & J Wilkow Profit Sharing & 401(K) Plan (plan 002)
- M & J Wilkow — all reported plans
- American Health Care Association 401k And Discretionary Defined Contribution Plan (plan 004)
- American Health Care Association — all reported plans
- Law Bulletin Media Employees Profit Sharing Plan & Trust (plan 001)
- Law Bulletin Media — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources