William Blair Investment Management — 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, William Blair Investment Management is reported as a service provider on 24 loaded Form 5500 filing(s) across 22 plan sponsor(s) and 24 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $15,315,816 and reported indirect compensation totals $12,484.
Reported compensation summary
- Reported direct compensation
- $15,315,816
- Reported indirect compensation
- $12,484
- Total reported compensation
- $15,328,300
- Filings
- 24
- Plan sponsors
- 22
- Plans
- 24
- 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 |
|---|---|---|---|
| Apple Inc. | CA | 1 | $2,281,292 |
| Genentech, Inc. | CA | 1 | $1,762,345 |
| National Elevator Industry Pension Plan Plan Board Of Trustees | PA | 1 | $1,584,256 |
| Bank Of America Corporation | RI | 1 | $1,519,686 |
| Ubs Ag | NJ | 1 | $956,451 |
| Eli Lilly And Company | IN | 1 | $915,282 |
| Board Of Trustees Screen Actors Guild - Producers | CA | 1 | $745,671 |
| Caterpillar Inc. | TX | 1 | $716,868 |
| 3m Company | MN | 1 | $651,379 |
| Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan | GA | 1 | $618,925 |
State footprint
Plans reporting William Blair Investment Management are sponsored in CA (4), AZ (2), GA (2), MO (2), NJ (2), NY (2), TX (2), PA (1), RI (1), UT (1), CT (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Apple Inc. | Apple 401(K) Plan | 2023 | $2,281,292 | not reported in the loaded dataset |
| Genentech, Inc. | Roche U.S. Retirement Plans Master Trust | 2023 | $1,749,861 | $12,484 |
| National Elevator Industry Pension Plan Plan Board Of Trustees | National Elevator Industry Pension Plan | 2023 | $1,584,256 | $0 |
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $1,519,686 | $0 |
| Ubs Ag | Ubs 401(K) Plan Trust | 2023 | $956,451 | $0 |
| Eli Lilly And Company | The Lilly Retirement Plan Master Trust | 2023 | $915,282 | not reported in the loaded dataset |
| Board Of Trustees Screen Actors Guild - Producers | Screen Actors Guild - Producers Pension Plan | 2023 | $745,671 | $0 |
| Caterpillar Inc. | Caterpillar Inc. Master Retirement Trust | 2023 | $716,868 | $0 |
| 3m Company | 3m Employee Retirement Income Plan | 2023 | $651,379 | $0 |
| Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan | United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan | 2023 | $618,925 | not reported in the loaded dataset |
| Intermountain Health Care, Inc. | Intermountain Healthcare Pension Plan | 2023 | $540,000 | not reported in the loaded dataset |
| Ameren Corporation | Ameren Retirement Plan | 2023 | $401,681 | $0 |
| Berkshire Hathaway Energy Company | Bhe Master Retirement Trust - Bhe Wm Blair Smid | 2023 | $347,783 | not reported in the loaded dataset |
| Teamsters Western Region And New Jersey Health Care Fund | Teamsters Western Region And New Jersey Health Care Fund Retiree Plan | 2023 | $336,761 | not reported in the loaded dataset |
| Bd Of Trustees-Legacy Plan Of The National Retirement Fund | Legacy Plan Of The National Retirement Fund | 2023 | $296,454 | not reported in the loaded dataset |
| Avangrid Management Company LLC | Avangrid, Inc. Defined Benefit Master Trust | 2023 | $282,327 | not reported in the loaded dataset |
| Marsh & Mclennan Companies, Inc. | Marsh & Mclennan Companies Retirement Plan | 2023 | $260,909 | $0 |
| Hackensack Meridian Health Inc | Hackensack Meridian Health Master Retirement Trust | 2023 | $259,564 | $0 |
| Aon Corporation | Aon Savings Plan | 2023 | $233,107 | $0 |
| Ohiohealth Corporation | The Ohiohealth Cash Balance Retirement Plan | 2023 | $194,901 | $0 |
| Ameren Corporation | Ameren Health And Welfare Trust | 2023 | $162,568 | $0 |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $158,000 | $0 |
| Teamsters Western Region And New Jersey Health Care Fund | Teamsters Western Region And New Jersey Health Care Fund Active Plan | 2023 | $68,305 | not reported in the loaded dataset |
| Board Of Trustees Retirement Plan For Hospital Employees | Retirement Plan For Hospital Employees | 2023 | $33,785 | not reported in the loaded dataset |
Related Form 5500 pages
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Roche U.S. Retirement Plans Master Trust (plan 002)
- Genentech, Inc. — all reported plans
- National Elevator Industry Pension Plan (plan 001)
- National Elevator Industry Pension Plan Plan Board Of Trustees — all reported plans
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- Ubs 401(K) Plan Trust (plan 002)
- Ubs Ag — all reported plans
- The Lilly Retirement Plan Master Trust (plan 030)
- Eli Lilly And Company — all reported plans
- Screen Actors Guild - Producers Pension Plan (plan 001)
- Board Of Trustees Screen Actors Guild - Producers — all reported plans
- Caterpillar Inc. Master Retirement Trust (plan 019)
- Caterpillar Inc. — all reported plans
- 3m Employee Retirement Income Plan (plan 002)
- 3m Company — all reported plans
- United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan (plan 419)
- Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan — all reported plans
- Intermountain Healthcare Pension Plan (plan 001)
- Intermountain Health Care, Inc. — all reported plans
- Ameren Retirement Plan (plan 005)
- Ameren Corporation — all reported plans
- Bhe Master Retirement Trust - Bhe Wm Blair Smid (plan 011)
- Berkshire Hathaway Energy Company — all reported plans
- Teamsters Western Region And New Jersey Health Care Fund Retiree Plan (plan 502)
- Teamsters Western Region And New Jersey Health Care Fund — all reported plans
- Legacy Plan Of The National Retirement Fund (plan 001)
- Bd Of Trustees-Legacy Plan Of The National Retirement Fund — all reported plans
- Avangrid, Inc. Defined Benefit Master Trust (plan 001)
- Avangrid Management Company LLC — all reported plans
- Marsh & Mclennan Companies Retirement Plan (plan 001)
- Marsh & Mclennan Companies, Inc. — all reported plans
- Hackensack Meridian Health Master Retirement Trust (plan 001)
- Hackensack Meridian Health Inc — all reported plans
- Aon Savings Plan (plan 020)
- Aon Corporation — all reported plans
- The Ohiohealth Cash Balance Retirement Plan (plan 333)
- Ohiohealth Corporation — all reported plans
- Ameren Health And Welfare Trust (plan 012)
- Sbc Master Pension Trust (plan 020)
- At&T Inc. — all reported plans
- Teamsters Western Region And New Jersey Health Care Fund Active Plan (plan 501)
- Retirement Plan For Hospital Employees (plan 001)
- Board Of Trustees Retirement Plan For Hospital Employees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources