Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Columbia Management Investment Advi
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Columbia Management Investment Advi is named as a service provider on the Schedule C of 32 retirement plans with 100 or more participants for plan year 2024, covering 524,801 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $13.3M. Per plan, the median was $49.44 per participant, with the middle half of plans between $15.13 and $95.81. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (11), New Jersey (4) and California (4).
In 2009 it appeared on 5 such filings; in 2024, 34. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $15.13 | $49.44 | $95.81 |
| Compensation as a share of plan net assets | 0.02% | 0.05% | 0.06% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| JPMorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank, National Association | NJ | 300,272 | $52.4B | $2.7M |
| Automatic Data Processing, Inc. Retirement and Savings Plan | Automatic Data Processing, Inc. | NJ | 46,258 | $7.26B | $1.4M |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $2.4M |
| New York District Council of Carpenters Pension PL | Board of Trustees of Nycdcc Pension Fund | NY | 30,149 | $5.21B | $481K |
| BMO U.S. Pension Plan | BMO Financial Corp. | IL | 18,124 | $1.25B | $760K |
| Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada | Board of Trustees, Sheet Metal Workers' Pension Plan | CA | 11,552 | $1.42B | $300K |
| UBS Financial Services Inc. Pension Plan | UBS Financial Services Inc. | NJ | 8,083 | $577M | $64K |
| Local 282 Pension Trust Fund | Board of Trustees of Local 282 | NY | 7,375 | $1.35B | $1.1M |
| United Wire, Metal & Machine Pension Fund | Board of Trustees of U.W.M. & M. Pension Fund | NY | 5,682 | $213M | $91K |
| Local 295 I.B.T. Employer Group Pension Trust Fund | Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund | NY | 5,521 | $640M | $331K |
| International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan | Board of Trustees I.U.O.E. Local 478 Pension Plan | CT | 5,230 | $751M | $137K |
| Elevator Division Retirement Benefit Plan | Board of Trustees Elevator Division Retirement Plan | NY | 5,146 | $258M | $47K |
| Elevator Constructors Union Local 1 Annuity and 401(k) Fund | BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F | NJ | 4,276 | $1.71B | $375K |
| U.A. Local No. 393 Defined Benefit Pension Plan | Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension | CA | 3,823 | $1.02B | $965K |
| Cemex, Inc. Pension Plan | Cemex, Inc. | TX | 3,567 | $9.5M | $235K |
| U. a. Local No. 393 Defined Contribution Plan | Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan | CA | 3,349 | $772M | $440K |
| Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund | Board of Trustees Local 1298 Pension Fund | NY | 3,227 | $473M | $233K |
| Michigan Bac Pension Fund | Michigan Bac Pension Fund | MI | 3,161 | $194M | $101K |
| Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund | Board of Trustees Local 1298 Annuity Fund | NY | 2,968 | $281M | $25K |
| United Mine Workers of America 1985 Construction Workers Pension Plan | Board of Trustees of the Umwa 1985 Construction Workers | WV | 2,281 | $469M | $274K |
| Pension Plan of Tallahassee Memorial Healthcare, Inc. | Tallahassee Memorial Healthcare, Inc. | FL | 2,119 | $250M | $25K |
| Pension Fund for Nursing and Health Care Employees | Pension Fund for Nursing and Health Care Employees | PA | 2,102 | $72.5M | $16K |
| Commonwealth Health Corporation Restated Retirement Plan | Commonwealth Health Corporation | KY | 1,796 | $180M | $6,630 |
| Pension Plan for Salaried Employees of Stater Bros. Markets | Stater Bros. Markets | CA | 1,677 | $179M | $126K |
| Plumbers Local Union No. 200 Pension Fund | Plumbers Local Union No 200 Pension Fund Board of Trustees | NY | 1,664 | $136M | $128K |
| Local 810 Affliated Pension Plan | Board of Trustees of Local 810 Affiliated Pension Plan | NY | 1,442 | $33.2M | $18K |
| Pension Fund of Heat and Frost Insulators Local 12 | Board of Trustees Pension Fund of Heat and Frost Insulators Local 12 | NY | 910 | $150M | $161K |
| Boca Raton Regional Hospital Employees Pension Plan | Boca Raton Regional Hospital, Inc. | FL | 831 | $74.7M | $40K |
| Sisecam US Pension Plan | Sisecam Chemicals Resources LLC | GA | 536 | $151M | $91K |
| Roofers Local No. 9 Pension Plan | Board of Trustees- Roofers Local No. 9 Pension Fund | CT | 491 | $73.6M | $127K |
| Pension Plan for the Employees of L'Oreal Travel Retail Americas, Inc. | L'Oreal Travel Retail Americas, Inc. | FL | 266 | $22.5M | $13K |
| Alliance for Audited Media Retirement Income Plan | Alliance for Audited Media | IL | 174 | $19.7M | $39K |
Questions and answers
How many plans does Columbia Management Investment Advi serve?
32 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Columbia Management Investment Advi?
The median plan reported $49.44 per participant in direct and indirect compensation (32 plans reporting an amount), or 0.05% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (25 plans), Investment advisory (plan) (4 plans), Actuarial (1 plans) and Plan Administrator (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.