2023 Form 5500 filing — C&A Tool Engineering, Inc Employees Group 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 20250513123007NAL0018094641003) for C&A Tool Engineering, Inc Employees Group Plan, reported by C&A Tool Engineering, Inc. under EIN 35-1413147 and plan number 501. It reports 604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513123007NAL0018094641003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C&A Tool Engineering, Inc.
- EIN
- 35-1413147
- Plan number
- 501
- Location
- Churubusco, IN
- Participants
- 604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,664,075
- Net assets (EOY)
- $1,664,075
- Employer contributions
- $5,702,800
- Participant contributions
- $795,284
- Total income / additions
- $6,550,913
- Benefits paid
- $6,365,252
- Administrative expenses
- $446,571
- Total expenses
- $6,811,823
- Net increase / (decrease)
- -$260,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unified Group Services, Inc. | TPA | $193,644 | not reported in the loaded dataset |
| Sharx | PHARMACY BENEFIT MANAGER | $102,320 | not reported in the loaded dataset |
| Phillips Financial | INSURANCE SERVICES | $81,536 | not reported in the loaded dataset |
| Signature Care | PREFERRED PROVIDER | $33,511 | not reported in the loaded dataset |
| Hines & Associates | UTILIZATION MANAGEMENT | $16,307 | not reported in the loaded dataset |
| Active Health Management | CARE MANAGEMENT | $11,063 | not reported in the loaded dataset |