Columbia Management Investment Adv — 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 Investment Adv is reported as a service provider on 9 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,793,590 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $2,793,590
- Reported indirect compensation
- $0
- Total reported compensation
- $2,793,590
- Filings
- 9
- Plan sponsors
- 8
- 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 |
|---|---|---|---|
| Lockheed Martin Corporation | MD | 1 | $1,066,268 |
| Lockheed Martin Corporation | MD | 1 | $494,729 |
| Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund | NY | 1 | $480,476 |
| Bridgestone Americas, Inc. | TN | 1 | $340,323 |
| Trustees Of Ohio Carpenters' Pension Plan | MI | 1 | $129,976 |
| Stater Bros. Markets | CA | 1 | $120,022 |
| Ubs Financial Services Inc. | NJ | 1 | $86,087 |
| New United Motor Manufacturing, Inc. | CA | 2 | $75,709 |
State footprint
Plans reporting Columbia Management Investment Adv are sponsored in CA (3), MD (2), MI (1), NJ (1), NY (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $1,066,268 | $0 |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $494,729 | $0 |
| Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund | Local 295 I.B.T. Employer Group Pension Trust Fund | 2023 | $480,476 | $0 |
| Bridgestone Americas, Inc. | Bridgestone Americas, Inc. Master Pension Trust | 2023 | $340,323 | not reported in the loaded dataset |
| Trustees Of Ohio Carpenters' Pension Plan | Ohio Carpenters' Pension Plan | 2023 | $129,976 | $0 |
| Stater Bros. Markets | Pension Plan For Salaried Employees Of Stater Bros. Markets | 2023 | $120,022 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | Ubs Financial Services Inc. Pension Plan | 2023 | $86,087 | $0 |
| New United Motor Manufacturing, Inc. | Hourly Nummi Retiree Supplemental Health Insurance Plan | 2023 | $62,636 | not reported in the loaded dataset |
| New United Motor Manufacturing, Inc. | Salaried Nummi Retiree Supplemental Health Insurance Plan | 2023 | $13,073 | not reported in the loaded dataset |
Related Form 5500 pages
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- Lmc Defined Contribution Master Trust (plan 002)
- Lockheed Martin Corporation — all reported plans
- Local 295 I.B.T. Employer Group Pension Trust Fund (plan 001)
- Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund — all reported plans
- Bridgestone Americas, Inc. Master Pension Trust (plan 001)
- Bridgestone Americas, Inc. — all reported plans
- Ohio Carpenters' Pension Plan (plan 001)
- Trustees Of Ohio Carpenters' Pension Plan — all reported plans
- Pension Plan For Salaried Employees Of Stater Bros. Markets (plan 004)
- Stater Bros. Markets — all reported plans
- Ubs Financial Services Inc. Pension Plan (plan 001)
- Ubs Financial Services Inc. — all reported plans
- Hourly Nummi Retiree Supplemental Health Insurance Plan (plan 511)
- New United Motor Manufacturing, Inc. — all reported plans
- Salaried Nummi Retiree Supplemental Health Insurance Plan (plan 512)
- Form 5500 Schedule C explained
- Methodology
- Data sources