2023 Form 5500 filing — Three Rivers Casino And Affiliates Deferred Compensation 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 20241015144318NAL0016654371001) for Three Rivers Casino And Affiliates Deferred Compensation Plan, reported by Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians under EIN 93-0903782 and plan number 001. It reports 511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144318NAL0016654371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians
- EIN
- 93-0903782
- Plan number
- 001
- Location
- Coos Bay, OR
- Participants
- 511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,435,687
- Total liabilities (EOY)
- $5,799
- Net assets (EOY)
- $7,429,888
- Employer contributions
- $758,390
- Participant contributions
- $613,391
- Total income / additions
- $2,382,571
- Benefits paid
- $392,774
- Administrative expenses
- $57,482
- Total expenses
- $450,256
- Net increase / (decrease)
- $1,932,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISOR | $14,004 | not reported in the loaded dataset |
| Pension Plan Specialists | TPA | $8,676 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,716 | $0 |