Columbia Management Investment — 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, Columbia Management Investment is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,866,703 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,866,703
- Reported indirect compensation
- $0
- Total reported compensation
- $1,866,703
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Chubb Ina Holdings Inc. | PA | 1 | $1,560,494 |
| Berkshire Hathaway Energy Company | IA | 1 | $187,033 |
| Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund | FL | 1 | $91,101 |
| Luhr Crosby, LLC | IL | 1 | $28,075 |
| Aer Lingus Limited | NY | 1 | $0 |
State footprint
Plans reporting Columbia Management Investment are sponsored in FL (1), IA (1), IL (1), NY (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Chubb Ina Holdings Inc. | Pension Plan Of The Chubb Corporation | 2023 | $1,560,494 | $0 |
| Berkshire Hathaway Energy Company | Bhe Master Retirement Trust - Columbia Core Plus Fi Mtu | 2023 | $187,033 | not reported in the loaded dataset |
| Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund | Plumbers & Pipefitters Local Union 719 Pension Fund | 2023 | $91,101 | not reported in the loaded dataset |
| Luhr Crosby, LLC | Luhr Crosby, LLC Employees Profit Sharing Plan And Trust | 2023 | $28,075 | not reported in the loaded dataset |
| Aer Lingus Limited | Aer Lingus 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Pension Plan Of The Chubb Corporation (plan 003)
- Chubb Ina Holdings Inc. — all reported plans
- Bhe Master Retirement Trust - Columbia Core Plus Fi Mtu (plan 029)
- Berkshire Hathaway Energy Company — all reported plans
- Plumbers & Pipefitters Local Union 719 Pension Fund (plan 001)
- Trustees Of The Plumbers & Pipefitters Local Union 719 Pension Fund — all reported plans
- Luhr Crosby, LLC Employees Profit Sharing Plan And Trust (plan 001)
- Luhr Crosby, LLC — all reported plans
- Aer Lingus 401(K) Plan (plan 003)
- Aer Lingus Limited — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources