2023 Form 5500 filing — Contractors Retirement Plan Master Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240719143259NAL0003983091001) for Contractors Retirement Plan Master Trust, reported by Fringe Benefit Group, Inc. under EIN 74-2485507 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719143259NAL0003983091001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Fringe Benefit Group, Inc.
- EIN
- 74-2485507
- Plan number
- 001
- Location
- Austin, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,532,006,520
- Total liabilities (EOY)
- $523,142
- Net assets (EOY)
- $1,531,483,378
- Total income / additions
- $199,626,214
- Benefits paid
- $0
- Administrative expenses
- $5,028,447
- Total expenses
- $5,028,447
- Net increase / (decrease)
- $194,597,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fringe Benefit Group, Inc. | RECORDKEEPER | $3,656,659 | $0 |
| Fringe Insurance Benefits, Inc. | SALES/MKTG | $1,870,492 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $548,472 | not reported in the loaded dataset |
| Erickson Demel & Associates, Pllc | CPA | $51,000 | not reported in the loaded dataset |
| Erisa Smart | TRUSTEE | $34,880 | not reported in the loaded dataset |