2023 Form 5500 filing — Charge Epc Retirement 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 20240909111640NAL0004431025001) for Charge Epc Retirement Trust, reported by Veteran Pipeline Construction Inc. Dba Accu-Bore Directional under EIN 27-2556492 and plan number 001. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909111640NAL0004431025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veteran Pipeline Construction Inc. Dba Accu-Bore Directional
- EIN
- 27-2556492
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,767,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,767,576
- Employer contributions
- $539,350
- Participant contributions
- $1,141,819
- Total income / additions
- $3,774,529
- Benefits paid
- $500,855
- Administrative expenses
- $38,597
- Total expenses
- $539,452
- Net increase / (decrease)
- $3,235,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,423 | $0 |
| Securian Financial Services Inc | OTHER SERVICES | $0 | $11,128 |
| Raymond James Insurance Group Inc | OTHER SERVICES | $0 | $10,057 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |