Columbia Investment 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, Columbia Investment Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $148,660 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $148,660
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $148,660
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Trustees Plumbers & Fitters Local Union 295 Pension Fund | FL | 1 | $115,923 |
| Tennessee/North Carolina Carpenters And Millwrights Pension | TN | 1 | $25,006 |
| Board Of Trustees Of United Steelworkers Pension Trust Fund | KY | 1 | $7,731 |
State footprint
Plans reporting Columbia Investment Management are sponsored in FL (1), KY (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Plumbers & Fitters Local Union 295 Pension Fund | Plumbers & Fitters Local Union 295 Pension Plan | 2023 | $115,923 | not reported in the loaded dataset |
| Tennessee/North Carolina Carpenters And Millwrights Pension | Tennessee/North Carolina Carpenters And Millwrights Pension Fund | 2023 | $25,006 | not reported in the loaded dataset |
| Board Of Trustees Of United Steelworkers Pension Trust Fund | United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan | 2023 | $7,731 | not reported in the loaded dataset |
Related Form 5500 pages
- Plumbers & Fitters Local Union 295 Pension Plan (plan 001)
- Trustees Plumbers & Fitters Local Union 295 Pension Fund — all reported plans
- Tennessee/North Carolina Carpenters And Millwrights Pension Fund (plan 001)
- Tennessee/North Carolina Carpenters And Millwrights Pension — all reported plans
- United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan (plan 001)
- Board Of Trustees Of United Steelworkers Pension Trust Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources