2023 Form 5500 filing — The Contractors Plan Trust
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 20241015191323NAL0049503488001) for The Contractors Plan Trust, reported by The Contractors Plan Trust under EIN 20-0746005 and plan number 501. It reports 13,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191323NAL0049503488001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Contractors Plan Trust
- EIN
- 20-0746005
- Plan number
- 501
- Location
- Austin, TX
- Participants
- 13,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,946,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,946,778
- Employer contributions
- $95,294,617
- Total income / additions
- $95,554,571
- Benefits paid
- $85,415,409
- Administrative expenses
- $8,205,283
- Total expenses
- $93,620,692
- Net increase / (decrease)
- $1,933,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fringe Benefit Group, Inc. | not reported in the loaded dataset | $4,147,769 | not reported in the loaded dataset |
| Fringe Insurance Benefits, Inc. | not reported in the loaded dataset | $4,040,090 | not reported in the loaded dataset |
| Armanino, Llp | not reported in the loaded dataset | $10,558 | not reported in the loaded dataset |
| Erisa Smart, Inc. | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Erickson Demel & Co., Pllc | not reported in the loaded dataset | $0 | not reported in the loaded dataset |