Columbia Threadneedle — 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 Threadneedle is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,043,879 and reported indirect compensation totals $297,751.
Reported compensation summary
- Reported direct compensation
- $2,043,879
- Reported indirect compensation
- $297,751
- Total reported compensation
- $2,341,630
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- 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 |
|---|---|---|---|
| Pinnacle West Capital Corporation | AZ | 1 | $848,876 |
| Board Of Trustees Of Mid-America Carpenters Regional Council Pension F | IL | 1 | $461,777 |
| Board Of Trustees Milwaukee Drivers Pension Fund | WI | 1 | $319,003 |
| Local 91 Pension Fund Board Of Trustees | NY | 1 | $207,172 |
| Michigan Bac Pension Fund | MI | 1 | $121,318 |
| Plumbing & Pipefitting Ind Afl | NJ | 1 | $120,492 |
| Deere & Company | IL | 1 | $108,173 |
| United Crafts Benefits Fund Board Of Trustees | NY | 1 | $90,579 |
| Plumbing & Pipefitting Ind Afl | NJ | 1 | $64,240 |
State footprint
Plans reporting Columbia Threadneedle are sponsored in IL (2), NJ (2), NY (2), AZ (1), MI (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Retirement Plan | 2023 | $848,876 | not reported in the loaded dataset |
| Board Of Trustees Of Mid-America Carpenters Regional Council Pension F | Mid-America Carpenters Regional Council Pension Fund | 2023 | $461,777 | $0 |
| Board Of Trustees Milwaukee Drivers Pension Fund | Milwaukee Drivers Pension Plan | 2023 | $319,003 | $0 |
| Local 91 Pension Fund Board Of Trustees | Local 91 Pension Fund | 2023 | $0 | $207,172 |
| Michigan Bac Pension Fund | Michigan Bac Pension Fund | 2023 | $121,318 | not reported in the loaded dataset |
| Plumbing & Pipefitting Ind Afl | Pension Fund Of Local Union No. 274 | 2023 | $120,492 | not reported in the loaded dataset |
| Deere & Company | John Deere Pension Trust (Master Trust) | 2023 | $108,173 | $0 |
| United Crafts Benefits Fund Board Of Trustees | United Crafts Benefits Fund | 2023 | $0 | $90,579 |
| Plumbing & Pipefitting Ind Afl | Annuity Fund Of Local 274 | 2023 | $64,240 | not reported in the loaded dataset |
Related Form 5500 pages
- Pinnacle West Capital Corporation Retirement Plan (plan 001)
- Pinnacle West Capital Corporation — all reported plans
- Mid-America Carpenters Regional Council Pension Fund (plan 001)
- Board Of Trustees Of Mid-America Carpenters Regional Council Pension F — all reported plans
- Milwaukee Drivers Pension Plan (plan 001)
- Board Of Trustees Milwaukee Drivers Pension Fund — all reported plans
- Local 91 Pension Fund (plan 001)
- Local 91 Pension Fund Board Of Trustees — all reported plans
- Michigan Bac Pension Fund (plan 001)
- Michigan Bac Pension Fund — all reported plans
- Pension Fund Of Local Union No. 274 (plan 001)
- Plumbing & Pipefitting Ind Afl — all reported plans
- John Deere Pension Trust (Master Trust) (plan 010)
- Deere & Company — all reported plans
- United Crafts Benefits Fund (plan 501)
- United Crafts Benefits Fund Board Of Trustees — all reported plans
- Annuity Fund Of Local 274 (plan 002)
- Plumbing & Pipefitting Ind Afl — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources