Columbia Threadneedle Investments — 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 Threadneedle Investments is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,510,608 and reported indirect compensation totals $134,431.
Reported compensation summary
- Reported direct compensation
- $1,510,608
- Reported indirect compensation
- $134,431
- Total reported compensation
- $1,645,039
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Bmo Financial Corp. | IL | 1 | $1,010,578 |
| Board Of Trustees Of The Umwa 1985 Construction Workers | WV | 1 | $295,208 |
| Tallahassee Memorial Healthcare, Inc. | FL | 1 | $168,664 |
| Sisecam Chemicals Resources LLC | GA | 1 | $86,096 |
| Board Of Trustees Elevator Division Retirement Plan | NY | 1 | $75,890 |
| Commonwealth Health Corporation Restated Retirement Plan | KY | 1 | $8,603 |
State footprint
Plans reporting Columbia Threadneedle Investments are sponsored in FL (1), GA (1), IL (1), KY (1), NY (1), WV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bmo Financial Corp. | Bmo U.S. Pension Plan | 2023 | $1,010,578 | not reported in the loaded dataset |
| Board Of Trustees Of The Umwa 1985 Construction Workers | United Mine Workers Of America 1985 Construction Workers Pension Plan | 2023 | $160,777 | $134,431 |
| Tallahassee Memorial Healthcare, Inc. | Pension Plan Of Tallahassee Memorial Healthcare, Inc. | 2023 | $168,664 | not reported in the loaded dataset |
| Sisecam Chemicals Resources LLC | Sisecam Us Pension Plan | 2023 | $86,096 | not reported in the loaded dataset |
| Board Of Trustees Elevator Division Retirement Plan | Elevator Division Retirement Benefit Plan | 2023 | $75,890 | not reported in the loaded dataset |
| Commonwealth Health Corporation Restated Retirement Plan | Commonwealth Health Corporation Restated Retirement Plan | 2023 | $8,603 | not reported in the loaded dataset |
Related Form 5500 pages
- Bmo U.S. Pension Plan (plan 002)
- Bmo Financial Corp. — all reported plans
- United Mine Workers Of America 1985 Construction Workers Pension Plan (plan 001)
- Board Of Trustees Of The Umwa 1985 Construction Workers — all reported plans
- Pension Plan Of Tallahassee Memorial Healthcare, Inc. (plan 001)
- Tallahassee Memorial Healthcare, Inc. — all reported plans
- Sisecam Us Pension Plan (plan 003)
- Sisecam Chemicals Resources LLC — all reported plans
- Elevator Division Retirement Benefit Plan (plan 001)
- Board Of Trustees Elevator Division Retirement Plan — all reported plans
- Commonwealth Health Corporation Restated Retirement Plan (plan 001)
- Commonwealth Health Corporation Restated Retirement Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources