2023 Form 5500 filing — Cams Union Retirement 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 20241015171918NAL0015161075001) for Cams Union Retirement Plan, reported by Consolidated Asset Management Services, LLC under EIN 41-2239010 and plan number 003. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171918NAL0015161075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Asset Management Services, LLC
- EIN
- 41-2239010
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 751
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,042,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,042,021
- Employer contributions
- $6,024,446
- Participant contributions
- $8,828,432
- Total income / additions
- $25,786,525
- Benefits paid
- $7,496,050
- Administrative expenses
- $246,030
- Total expenses
- $7,742,320
- Net increase / (decrease)
- $18,044,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $0 | $60,846 |
| Economic Group Pension Services, In | TPA | $0 | $29,325 |
| Morningstar | SERVICE PROVIDER | $17,754 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $17,754 | $0 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $13,569 | not reported in the loaded dataset |