Columbia Management Investments — 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 Investments is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $59,357 and reported indirect compensation totals $52,808.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Columbia Management Investments. Bars show relative scale.
- 1
State footprint
Where Columbia Management Investments 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.
- 1NY1 plan(s)
City footprint
Cities where plans reporting Columbia Management Investments are sponsored, by plan count.
- 1Ronkomkoma, NY1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Plumbers Local Union No 200 Pension Fund Board Of Trustees, NY · Direct $59.4K · Indirect $52.8K · 2023