2023 Form 5500 filing — The Corix Affiliated Companies (Us) 401(K) 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 20241011145029NAL0011047651001) for The Corix Affiliated Companies (Us) 401(K) Plan, reported by Corix Infrastructure (Us), Inc. under EIN 37-1842397 and plan number 001. It reports 975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145029NAL0011047651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corix Infrastructure (Us), Inc.
- EIN
- 37-1842397
- Plan number
- 001
- Location
- Wauwatosa, WI
- Participants
- 975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,683,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,683,616
- Employer contributions
- $3,200,235
- Participant contributions
- $3,583,563
- Total income / additions
- $18,448,724
- Benefits paid
- $11,537,819
- Administrative expenses
- $134,286
- Total expenses
- $11,678,995
- Net increase / (decrease)
- $6,769,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bensler LLC | INVESTMENT ADVISOR | $90,698 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,584 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $3,304 | $0 |