2023 Form 5500 filing — Shell Point Thrift 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 20241220080828NAL0005942657001) for Shell Point Thrift Plan, reported by The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R under EIN 59-1166437 and plan number 003. It reports 1,349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220080828NAL0005942657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R
- EIN
- 59-1166437
- Plan number
- 003
- Location
- Fort Myers, FL
- Participants
- 1,349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,544,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,544,334
- Employer contributions
- $1,276,925
- Participant contributions
- $3,368,161
- Total income / additions
- $10,434,647
- Benefits paid
- $5,919,072
- Administrative expenses
- $127,846
- Total expenses
- $6,086,383
- Net increase / (decrease)
- $4,348,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $71,507 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $42,543 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,121 | not reported in the loaded dataset |
| Larson Allen Llp | AUDITOR | $3,675 | not reported in the loaded dataset |