Columbia Mgmt Investment Advsisors — 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 Mgmt Investment Advsisors 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 $956,981 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$957KDirect + indirect, across loaded filings$956,981
Plans served1
Plan sponsors1
Filings1
Direct vs. indirect compensation
Direct compensation$957K
Indirect compensation$0

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 compensation100%Bank Of America Corporation
Top state share of plans100%RI
Plan sponsors served1
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Columbia Mgmt Investment Advsisors. Bars show relative scale.

  1. 1
    RI · 1 plan(s)
Geographic reach

State footprint

Where Columbia Mgmt Investment Advsisors 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
    RI1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Columbia Mgmt Investment Advsisors are sponsored, by plan count.

  1. 1
    Riverside, RI1 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
    Bank Of America Corporation, RI · Direct $957K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Columbia Mgmt Investment Advsisors?
Public Form 5500 Schedule C filings report compensation paid to Columbia Mgmt Investment Advsisors as a plan service provider. Across loaded filings, total reported compensation is $956,981.
How many plans report Columbia Mgmt Investment Advsisors as a service provider?
Columbia Mgmt Investment Advsisors appears on 1 loaded plan(s) across 1 sponsor(s).

Related Form 5500 pages