2023 Form 5500 filing — Confederated Tribes Of Grand Ronde Retirement 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 20240926132435NAL0000445715001) for Confederated Tribes Of Grand Ronde Retirement Plan, reported by Confederated Tribes Of The Grand Ronde Community Of Oregon under EIN 93-0899337 and plan number 001. It reports 1,711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926132435NAL0000445715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Confederated Tribes Of The Grand Ronde Community Of Oregon
- EIN
- 93-0899337
- Plan number
- 001
- Location
- Grand Ronde, OR
- Participants
- 1,711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,906,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,906,442
- Employer contributions
- $5,245,754
- Participant contributions
- $7,367,320
- Total income / additions
- $29,491,744
- Benefits paid
- $6,422,805
- Administrative expenses
- $259,565
- Total expenses
- $6,689,033
- Net increase / (decrease)
- $22,802,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $134,795 | not reported in the loaded dataset |
| Robert W. Baird & Co. Inc. | NONE | $101,920 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $22,850 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |