2023 Form 5500 filing — Ctco Benefit Services 401(K) Plan
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 20240731145426NAL0036898224001) for Ctco Benefit Services 401(K) Plan, reported by Ctco Benefit Services, LLC under EIN 30-0515404 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731145426NAL0036898224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ctco Benefit Services, LLC
- EIN
- 30-0515404
- Plan number
- 002
- Location
- Houma, LA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,581,585
- Total liabilities (EOY)
- $1,125
- Net assets (EOY)
- $20,580,460
- Employer contributions
- $479,068
- Participant contributions
- $659,798
- Total income / additions
- $4,201,559
- Benefits paid
- $759,817
- Administrative expenses
- $9,615
- Total expenses
- $773,870
- Net increase / (decrease)
- $3,427,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $44,479 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $3,661 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $3,104 | $0 |
| The Haslauer Group | TPA | $2,850 | $170 |