What does Form 5500 Schedule C report about Columbia Mgmt Invest Advisers, LLC?

Public Form 5500 Schedule C filings report compensation paid to Columbia Mgmt Invest Advisers, LLC as a plan service provider. Across loaded filings, total reported compensation is $2,099,574.

How many plans report Columbia Mgmt Invest Advisers, LLC as a service provider?

Columbia Mgmt Invest Advisers, LLC appears on 4 loaded plan(s) across 4 sponsor(s).

Columbia Mgmt Invest Advisers, LLC — 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 Mgmt Invest Advisers, LLC 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 $2,099,574 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$2.1MDirect + indirect, across loaded filings$2,099,574

Plans served4

Plan sponsors4

Filings4

Direct vs. indirect compensation

Direct compensation$2.1M

Indirect compensation$0

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 compensation55%Board Of Trustees Of Local 282

Top state share of plans100%NY

Plan sponsors served4

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Columbia Mgmt Invest Advisers, LLC. Bars show relative scale.

1
Board Of Trustees Of Local 282$1.2M
NY · 1 plan(s)
2
Board Of Trustees Of Nycdcc Pension Fund$648.7K
NY · 1 plan(s)
3
Board Of Trustees Local 1298 Pension Fund$238.7K
NY · 1 plan(s)
4
Board Of Trustees Local 1298 Annuity Fund$59.6K
NY · 1 plan(s)

Geographic reach

State footprint

Where Columbia Mgmt Invest Advisers, LLC 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
NY4 plan(s)

Geographic reach

City footprint

Cities where plans reporting Columbia Mgmt Invest Advisers, LLC are sponsored, by plan count.

1
Hempstead, NY2 plan(s)
2
Lake Success, NY1 plan(s)
3
New York, NY1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Local 282 Pension Trust Fund$1.2M
Board Of Trustees Of Local 282, NY · Direct $1.2M · 2023
2
New York District Council Of Carpenters Pension Pl$648.7K
Board Of Trustees Of Nycdcc Pension Fund, NY · Direct $648.7K · Indirect $0 · 2023
3
Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund$238.7K
Board Of Trustees Local 1298 Pension Fund, NY · Direct $238.7K · Indirect $0 · 2023
4
Laborers Local 1298 Of Nassau & Suffolk Counties Annuity Fund$59.6K
Board Of Trustees Local 1298 Annuity Fund, NY · Direct $59.6K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Columbia Mgmt Invest Advisers, LLC?: Public Form 5500 Schedule C filings report compensation paid to Columbia Mgmt Invest Advisers, LLC as a plan service provider. Across loaded filings, total reported compensation is $2,099,574.
How many plans report Columbia Mgmt Invest Advisers, LLC as a service provider?: Columbia Mgmt Invest Advisers, LLC appears on 4 loaded plan(s) across 4 sponsor(s).