Corient Private Wealth 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, Corient Private Wealth LLC is reported as a service provider on 30 loaded Form 5500 filing(s) across 30 plan sponsor(s) and 30 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $730,180 and reported indirect compensation totals $8,560.
Reported compensation summary
- Reported direct compensation
- $730,180
- Reported indirect compensation
- $8,560
- Total reported compensation
- $738,740
- Filings
- 30
- Plan sponsors
- 30
- Plans
- 30
- 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 |
|---|---|---|---|
| San Diego Diagnostic Radiology Medical Group, Inc. | CA | 1 | $102,421 |
| Scripps Clinic Medical Group, Inc. | CA | 1 | $78,283 |
| Cooley Llp | CA | 1 | $66,801 |
| Seyfarth Shaw Llp | IL | 1 | $56,093 |
| Southern California Permanente Medical Group | CA | 1 | $42,920 |
| Dentons Us Llp | IL | 1 | $39,565 |
| Allen Matkins Leck Gamble Mallory & Natsis Llp | CA | 1 | $39,025 |
| Sheppard, Mullin, Richter & Hampton Llp | CA | 1 | $31,115 |
| Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. | TX | 1 | $29,448 |
| Lloyd Pest Control Company | CA | 1 | $26,424 |
State footprint
Plans reporting Corient Private Wealth LLC are sponsored in CA (11), IL (8), TX (3), IN (1), MD (1), MN (1), UT (1), WA (1), WI (1), FL (1), GA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| San Diego Diagnostic Radiology Medical Group, Inc. | San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan | 2023 | $102,421 | not reported in the loaded dataset |
| Scripps Clinic Medical Group, Inc. | Scripps Clinic Medical Group, Inc. Retirement Savings Plan | 2023 | $78,283 | not reported in the loaded dataset |
| Cooley Llp | Cooley Llp Salary Deferral And Profit Sharing Plan | 2023 | $66,801 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | Seyfarth Shaw Llp 401(K) Savings And Retirement Plan | 2023 | $56,093 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $42,920 | not reported in the loaded dataset |
| Dentons Us Llp | Dentons Us Llp Profit Sharing Plan | 2023 | $39,565 | not reported in the loaded dataset |
| Allen Matkins Leck Gamble Mallory & Natsis Llp | Allen Matkins Profit Sharing And 401(K) Plan | 2023 | $39,025 | not reported in the loaded dataset |
| Sheppard, Mullin, Richter & Hampton Llp | Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan | 2023 | $31,115 | not reported in the loaded dataset |
| Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. | Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing And 401(K)Plan | 2023 | $29,448 | not reported in the loaded dataset |
| Lloyd Pest Control Company | Lloyd Pest Control Company Profit Sharing Plan | 2023 | $26,424 | not reported in the loaded dataset |
| Dla Piper Llp (Us) | Dla Piper Llp (Us) Profit Sharing And 401(K) Savings Plan | 2023 | $24,870 | not reported in the loaded dataset |
| Foley & Lardner Llp | Foley & Lardner Llp Defined Contribution Retirement Plan | 2023 | $21,646 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $21,271 | not reported in the loaded dataset |
| Latham & Watkins Llp | Latham & Watkins 401(K) Savings And Profit Sharing Plan | 2023 | $17,281 | not reported in the loaded dataset |
| Mcdermott Will & Emery Llp | Mw&E Savings And Retirement Plan | 2023 | $13,888 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $13,579 | not reported in the loaded dataset |
| Tra-Minw, P.S. | Tra-Minw, P.S. 401(K) Profit Sharing Plan And Trust | 2023 | $12,377 | not reported in the loaded dataset |
| Neal, Gerber & Eisenberg Llp | Neal, Gerber & Eisenberg Profit Sharing/401(K) Plan | 2023 | $10,548 | not reported in the loaded dataset |
| Callan LLC | Callan LLC Retirement Savings Plan | 2023 | $10,423 | not reported in the loaded dataset |
| Resurgens, P.C. | Resurgens Orthopaedics 401(K) Retirement Plan | 2023 | $9,655 | not reported in the loaded dataset |
| Fish & Richardson P.C. | Fish & Richardson Profit Sharing 401(K) Plan | 2023 | $8,987 | not reported in the loaded dataset |
| Corient Services LLC | Corient Services LLC 401(K) Plan | 2023 | $8,945 | $0 |
| Katten Muchin Rosenman Llp | Katten Muchin Rosenman Llp Defined Contribution Plan | 2023 | $0 | $8,560 |
| Integrated Imaging Consultants, LLC | Integrated Imaging Consultants, LLC Retirement Savings Plan | 2023 | $8,311 | not reported in the loaded dataset |
| Knobbe Martens Olson & Bear, Llp | Knobbe Martens Olson & Bear, Llp 401(K) Retirement Savings Plan | 2023 | $7,634 | not reported in the loaded dataset |
| Wilson Sonsini Goodrich & Rosati, Pc | Wsgr 401(K) And Profit Sharing Plan | 2023 | $7,174 | not reported in the loaded dataset |
| Beacon Health System, Inc. | Beacon Retirement Savings 403(B) Plan | 2023 | $6,180 | not reported in the loaded dataset |
| M. Holland Company | M. Holland Company 401(K) Profit Sharing Plan And Trust | 2023 | $5,274 | not reported in the loaded dataset |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $5,042 | not reported in the loaded dataset |
| Intermountain Health Care, Inc. | Intermountain Healthcare Savings Plus 401(K) Plan | 2023 | $5,000 | not reported in the loaded dataset |
Related Form 5500 pages
- San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan (plan 002)
- San Diego Diagnostic Radiology Medical Group, Inc. — all reported plans
- Scripps Clinic Medical Group, Inc. Retirement Savings Plan (plan 003)
- Scripps Clinic Medical Group, Inc. — all reported plans
- Cooley Llp Salary Deferral And Profit Sharing Plan (plan 001)
- Cooley Llp — all reported plans
- Seyfarth Shaw Llp 401(K) Savings And Retirement Plan (plan 004)
- Seyfarth Shaw Llp — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Dentons Us Llp Profit Sharing Plan (plan 001)
- Dentons Us Llp — all reported plans
- Allen Matkins Profit Sharing And 401(K) Plan (plan 003)
- Allen Matkins Leck Gamble Mallory & Natsis Llp — all reported plans
- Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan (plan 002)
- Sheppard, Mullin, Richter & Hampton Llp — all reported plans
- Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing And 401(K)Plan (plan 002)
- Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. — all reported plans
- Lloyd Pest Control Company Profit Sharing Plan (plan 002)
- Lloyd Pest Control Company — all reported plans
- Dla Piper Llp (Us) Profit Sharing And 401(K) Savings Plan (plan 004)
- Dla Piper Llp (Us) — all reported plans
- Foley & Lardner Llp Defined Contribution Retirement Plan (plan 007)
- Foley & Lardner Llp — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Latham & Watkins 401(K) Savings And Profit Sharing Plan (plan 001)
- Latham & Watkins Llp — all reported plans
- Mw&E Savings And Retirement Plan (plan 005)
- Mcdermott Will & Emery Llp — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Tra-Minw, P.S. 401(K) Profit Sharing Plan And Trust (plan 002)
- Tra-Minw, P.S. — all reported plans
- Neal, Gerber & Eisenberg Profit Sharing/401(K) Plan (plan 001)
- Neal, Gerber & Eisenberg Llp — all reported plans
- Callan LLC Retirement Savings Plan (plan 001)
- Callan LLC — all reported plans
- Resurgens Orthopaedics 401(K) Retirement Plan (plan 002)
- Resurgens, P.C. — all reported plans
- Fish & Richardson Profit Sharing 401(K) Plan (plan 001)
- Fish & Richardson P.C. — all reported plans
- Corient Services LLC 401(K) Plan (plan 001)
- Corient Services LLC — all reported plans
- Katten Muchin Rosenman Llp Defined Contribution Plan (plan 007)
- Katten Muchin Rosenman Llp — all reported plans
- Integrated Imaging Consultants, LLC Retirement Savings Plan (plan 001)
- Integrated Imaging Consultants, LLC — all reported plans
- Knobbe Martens Olson & Bear, Llp 401(K) Retirement Savings Plan (plan 004)
- Knobbe Martens Olson & Bear, Llp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources