2023 Form 5500 filing — Commercial Insurance Associates 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 20241015140338NAL0016572099001) for Commercial Insurance Associates 401(K) Plan, reported by Commercial Insurance Associates under EIN 81-0552954 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140338NAL0016572099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commercial Insurance Associates
- EIN
- 81-0552954
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,333,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,333,005
- Employer contributions
- $147,693
- Participant contributions
- $1,153,591
- Total income / additions
- $2,760,251
- Benefits paid
- $600,179
- Administrative expenses
- $38,768
- Total expenses
- $640,311
- Net increase / (decrease)
- $2,119,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $29,808 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $8,960 | $0 |