2023 Form 5500 filing — Cottingham And Butler Insurance Services, Inc. Profit Sharing & Savings 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 20241015090331NAL0029082481001) for Cottingham And Butler Insurance Services, Inc. Profit Sharing & Savings Plan, reported by Cottingham And Butler Insurance Services, Inc. under EIN 42-0198040 and plan number 003. It reports 1,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090331NAL0029082481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cottingham And Butler Insurance Services, Inc.
- EIN
- 42-0198040
- Plan number
- 003
- Location
- Dubuque, IA
- Participants
- 1,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,168,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,168,351
- Employer contributions
- $5,796,927
- Participant contributions
- $7,430,483
- Total income / additions
- $43,270,602
- Benefits paid
- $9,437,961
- Administrative expenses
- $42,478
- Total expenses
- $9,480,439
- Net increase / (decrease)
- $33,790,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $47,258 | $0 |