2023 Form 5500 filing — Cams 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 20241015171728NAL0015158467001) for Cams 401(K) Plan, reported by Consolidated Asset Management Services, LLC under EIN 41-2239010 and plan number 001. It reports 1,621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171728NAL0015158467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Asset Management Services, LLC
- EIN
- 41-2239010
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,923,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,923,578
- Employer contributions
- $11,038,875
- Participant contributions
- $14,002,372
- Total income / additions
- $52,420,282
- Benefits paid
- $15,622,918
- Administrative expenses
- $522,329
- Total expenses
- $16,145,662
- Net increase / (decrease)
- $36,274,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $0 | $117,344 |
| Economic Group Pension Services, In | TPA | $0 | $68,199 |
| Morningstar Investment Management | SERVICE PROVIDER | $39,496 | not reported in the loaded dataset |
| Voya Retirement Advisors | SERVICE PROVIDER | $30,103 | not reported in the loaded dataset |