2023 Form 5500 filing — Cf&I Retirees' Voluntary Employee Beneficiary Association 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 20241005094155NAL0006400307004) for Cf&I Retirees' Voluntary Employee Beneficiary Association Trust, reported by Cf&I Retirees Voluntary Employee Beneficiary Association Trust under EIN 84-1232395 and plan number 501. It reports 1,126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005094155NAL0006400307004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cf&I Retirees Voluntary Employee Beneficiary Association Trust
- EIN
- 84-1232395
- Plan number
- 501
- Location
- Pueblo, CO
- Participants
- 1,126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,182,265
- Total liabilities (EOY)
- $37,995
- Net assets (EOY)
- $28,144,270
- Participant contributions
- $406,213
- Total income / additions
- $3,305,876
- Benefits paid
- $3,754,245
- Administrative expenses
- $360,386
- Total expenses
- $4,114,631
- Net increase / (decrease)
- -$808,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Disciplined Benefit Services, Inc. | NONE | $205,670 | not reported in the loaded dataset |
| Calibre Cpa Group, LLC | NONE | $30,660 | not reported in the loaded dataset |
| Innovest Portfolio Solutions | NONE | $28,257 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $25,957 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $15,010 | not reported in the loaded dataset |
| Vectra Bank | NONE | $6,185 | not reported in the loaded dataset |
| Riverside Printing | NONE | $5,136 | not reported in the loaded dataset |