2023 Form 5500 filing — Cais Multiple Employer 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 20240918140141NAL0004421009001) for Cais Multiple Employer Plan, reported by Connecticut Association Of Independent Schools, Inc under EIN 06-0848965 and plan number 333. It reports 2,102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918140141NAL0004421009001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Connecticut Association Of Independent Schools, Inc
- EIN
- 06-0848965
- Plan number
- 333
- Location
- Mystic, CT
- Participants
- 2,102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,261,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $183,261,809
- Employer contributions
- $2,509,500
- Participant contributions
- $3,597,601
- Total income / additions
- $30,340,036
- Benefits paid
- $8,881,102
- Administrative expenses
- $232,270
- Total expenses
- $9,113,372
- Net increase / (decrease)
- $21,226,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | INVESTMENT ADVISOR | $78,896 | $0 |
| Pentegra Services, Inc. | PLAN ADMINISTRATOR TPA | $63,533 | not reported in the loaded dataset |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $53,993 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | ACCOUNTANT | $31,610 | not reported in the loaded dataset |