Plan5500

Columbia Management Investment Advi — 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 Advi is reported as a service provider on 17 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,249,146 and reported indirect compensation totals $211,330.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$5.5MDirect + indirect, across loaded filings$5,460,476
Plans served17
Plan sponsors16
Filings17
Direct vs. indirect compensation
Direct compensation$5.2M
Indirect compensation$211.3K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation42%Cvs Health Corporation
Top state share of plans29%NY
Plan sponsors served16
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Columbia Management Investment Advi. Bars show relative scale.

  1. 1
    Cvs Health Corporation$2.3M
    RI · 1 plan(s)
  2. 2
    Hca Inc.$1.4M
    TN · 1 plan(s)
  3. 3
    Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k$269.8K
    NJ · 1 plan(s)
  4. 4
    Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust$258.3K
    OH · 1 plan(s)
  5. 5
    Jpmorgan Chase Bank, National Association$229.4K
    NJ · 1 plan(s)
  6. 6
    Cemex, Inc.$209.3K
    TX · 1 plan(s)
  7. 7
    Curative Care Network, Inc.$149K
    WI · 1 plan(s)
  8. 8
    Board Of Trustees$138.1K
    NY · 1 plan(s)
  9. 9
    Board Of Trustees- Roofers Local No. 9 Pension Fund$106.8K
    CT · 1 plan(s)
  10. 10
    Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12$90.5K
    NY · 1 plan(s)
Geographic reach

State footprint

Where Columbia Management Investment Advi appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NY5 plan(s)
  2. 2
    NJ3 plan(s)
  3. 3
    UT2 plan(s)
  4. 4
    RI1 plan(s)
  5. 5
    TN1 plan(s)
  6. 6
    TX1 plan(s)
  7. 7
    CT1 plan(s)
  8. 8
    WI1 plan(s)
  9. 9
    DC1 plan(s)
  10. 10
    OH1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Columbia Management Investment Advi are sponsored, by plan count.

  1. 1
    Long Island City, NY4 plan(s)
  2. 2
    Salt Lake City, UT2 plan(s)
  3. 3
    Englewood Cliffs, NJ1 plan(s)
  4. 4
    Jersey City, NJ1 plan(s)
  5. 5
    North Brunswick, NJ1 plan(s)
  6. 6
    New York, NY1 plan(s)
  7. 7
    Rossford, OH1 plan(s)
  8. 8
    Woonsocket, RI1 plan(s)
  9. 9
    Nashville, TN1 plan(s)
  10. 10
    Houston, TX1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Cvs Health Future Fund 401(K) Plan$2.3M
    Cvs Health Corporation, RI · Direct $2.3M · 2023
  2. 2
    Hca Inc. Master Retirement Trust$1.4M
    Hca Inc., TN · Direct $1.4M · 2023
  3. 3
    Elevator Constructors Union Local 1 Annuity And 401k Fund$269.8K
    Bd Of Tees Of Elevator Constructors Union Local No. 1 Annuity & 401k, NJ · Direct $269.8K · 2023
  4. 4
    Local No. 8 Ibew Retirement Plan & Trust$258.3K
    Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust, OH · Direct $258.3K · Indirect $0 · 2023
  5. 5
    Jpmorgan Chase Retirement Plan$229.4K
    Jpmorgan Chase Bank, National Association, NJ · Direct $229.4K · 2023
  6. 6
    Cemex, Inc. Pension Plan$209.3K
    Cemex, Inc., TX · Direct $0 · Indirect $209.3K · 2023
  7. 7
    Defined Benefit Pension Plan Of Curative Care Network, Inc.$149K
    Curative Care Network, Inc., WI · Direct $149K · 2023
  8. 8
    New York Hotel Trades Council And Hotel Association Of New York City, Inc. Pension Fund$138.1K
    Board Of Trustees, NY · Direct $138.1K · 2023
  9. 9
    Roofers Local No. 9 Pension Plan$106.8K
    Board Of Trustees- Roofers Local No. 9 Pension Fund, CT · Direct $106.8K · Indirect $0 · 2023
  10. 10
    Pension Fund Of Heat And Frost Insulators Local 12$90.5K
    Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12, NY · Direct $90.5K · Indirect $0 · 2023
  11. 11
    United Wire, Metal & Machine Pension Fund$81.6K
    Board Of Trustees Of U.W.M. & M. Pension Fund, NY · Direct $79.6K · Indirect $2K · 2023
  12. 12
    Deseret Mutual Master Retirement Plan$69.9K
    Deseret Mutual Benefit Administrators, UT · Direct $69.9K · Indirect $0 · 2023
  13. 13
    International Association Of Firefighters Employees Pension Plan$54.6K
    International Association Of Firefighters, DC · Direct $54.6K · 2023
  14. 14
    United Wire, Metal & Machine H & W Fd$48K
    United Wire, Metal & Machine Health & Welfare Fund, NY · Direct $48K · Indirect $0 · 2023
  15. 15
    Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund$18K
    Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters, NJ · Direct $18K · 2023
  16. 16
    Local 810 Affliated Pension Plan$13.7K
    Board Of Trustees Of Local 810 Affiliated Pension Plan, NY · Direct $13.7K · Indirect $0 · 2023
  17. 17
    Deseret Healthcare Employee Benefits Plan$11.4K
    Deseret Mutual Benefit Administrators, UT · Direct $11.4K · Indirect $0 · 2023

Related Form 5500 pages