2023 Form 5500 filing — Cfni 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 20240927151931NAL0001151091001) for Cfni Retirement Plan, reported by Community Foundation Of Northwest Indiana, Inc. under EIN 31-1128781 and plan number 004. It reports 7,503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927151931NAL0001151091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Foundation Of Northwest Indiana, Inc.
- EIN
- 31-1128781
- Plan number
- 004
- Location
- Munster, IN
- Participants
- 7,503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,190,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $206,190,521
- Employer contributions
- $16,659,743
- Total income / additions
- $44,352,430
- Benefits paid
- $10,969,641
- Administrative expenses
- $259,711
- Total expenses
- $11,229,352
- Net increase / (decrease)
- $33,123,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $219,331 | $0 |
| Swartz Retson | AUDITOR | $26,380 | not reported in the loaded dataset |
| Segal Marco Advisors | CONSULTANT | $9,000 | not reported in the loaded dataset |
| Graystone Consulting | CONSULTANT | $5,000 | not reported in the loaded dataset |