Coldstream Wealth Management — 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, Coldstream Wealth Management is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $290,285 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $290,285
- Reported indirect compensation
- $0
- Total reported compensation
- $290,285
- Filings
- 7
- Plan sponsors
- 6
- Plans
- 7
- 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 |
|---|---|---|---|
| Tuality Healthcare | OR | 2 | $213,108 |
| Washington Permanente Medical Group, P.C. | WA | 1 | $29,811 |
| L&M Services, Inc. | WA | 1 | $14,926 |
| United Airlines, Inc. | IL | 1 | $11,190 |
| Davis Wright Tremaine Llp | WA | 1 | $11,170 |
| Talbert Building Supply, Inc. | NC | 1 | $10,080 |
State footprint
Plans reporting Coldstream Wealth Management are sponsored in WA (3), OR (2), IL (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Tuality Healthcare | Tuality Healthcare Retirement Plan | 2023 | $191,238 | not reported in the loaded dataset |
| Washington Permanente Medical Group, P.C. | Wpmg 401(K) Retirement Savings Plan | 2023 | $29,811 | not reported in the loaded dataset |
| Tuality Healthcare | Tuality Healthcare Cash Balance Pension Plan | 2023 | $21,870 | not reported in the loaded dataset |
| L&M Services, Inc. | L&M Services, Incorporated Employee Savings Plan | 2023 | $14,926 | $0 |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $11,190 | not reported in the loaded dataset |
| Davis Wright Tremaine Llp | Davis Wright Tremaine Llp 401(K) Profit Sharing Plan | 2023 | $11,170 | not reported in the loaded dataset |
| Talbert Building Supply, Inc. | Talbert Building Supply 401(K) Plan And Trust | 2023 | $10,080 | not reported in the loaded dataset |
Related Form 5500 pages
- Tuality Healthcare Retirement Plan (plan 001)
- Tuality Healthcare — all reported plans
- Wpmg 401(K) Retirement Savings Plan (plan 001)
- Washington Permanente Medical Group, P.C. — all reported plans
- Tuality Healthcare Cash Balance Pension Plan (plan 003)
- L&M Services, Incorporated Employee Savings Plan (plan 001)
- L&M Services, Inc. — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Davis Wright Tremaine Llp 401(K) Profit Sharing Plan (plan 001)
- Davis Wright Tremaine Llp — all reported plans
- Talbert Building Supply 401(K) Plan And Trust (plan 002)
- Talbert Building Supply, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources