What does Form 5500 Schedule C report about Columbia Management Invest Advisors?

Public Form 5500 Schedule C filings report compensation paid to Columbia Management Invest Advisors as a plan service provider. Across loaded filings, total reported compensation is $4,717,945.

How many plans report Columbia Management Invest Advisors as a service provider?

Columbia Management Invest Advisors appears on 4 loaded plan(s) across 4 sponsor(s).

Columbia Management Invest Advisors — 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 Invest Advisors is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $287,943 and reported indirect compensation totals $4,430,002.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$4.7MDirect + indirect, across loaded filings$4,717,945

Plans served4

Plan sponsors4

Filings4

Direct vs. indirect compensation

Direct compensation$287.9K

Indirect compensation$4.4M

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 compensation48%Columbia Pyrford International Private Fund, LLC

Top state share of plans100%MO

Plan sponsors served4

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Columbia Management Invest Advisors. Bars show relative scale.

1
Columbia Pyrford International Private Fund, LLC$2.3M
MO · 1 plan(s)
2
South Lasalle International Equities Trust$2.1M
MO · 1 plan(s)
3
Multi-Manager Solutions U. S. Large Cap Private$254K
MO · 1 plan(s)
4
Columbia Integrated Small And Mid Cap Private Fund$150K
MO · 1 plan(s)

Geographic reach

State footprint

Where Columbia Management Invest Advisors 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
MO4 plan(s)

Geographic reach

City footprint

Cities where plans reporting Columbia Management Invest Advisors are sponsored, by plan count.

1
Kansas City, MO4 plan(s)