2023 Form 5500 filing — Tanana Chiefs Conference 403b Retirement Savings 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 20240913100304NAL0005890643002) for Tanana Chiefs Conference 403b Retirement Savings Plan, reported by Tanana Chiefs Conference under EIN 92-0040308 and plan number 002. It reports 1,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913100304NAL0005890643002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tanana Chiefs Conference
- EIN
- 92-0040308
- Plan number
- 002
- Location
- Fairbanks, AK
- Participants
- 1,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,832,866
- Net assets (EOY)
- $16,832,866
- Participant contributions
- $4,050,901
- Total income / additions
- $6,693,957
- Benefits paid
- $903,351
- Administrative expenses
- $67,322
- Total expenses
- $970,673
- Net increase / (decrease)
- $5,723,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $56,322 | $0 |
| Raymond James Financial Services | BROKER | $0 | $17,856 |
| Altman, Rogers & Co | AUDITOR | $11,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |