Cais Multiple Employer Plan — Form 5500 plan (Connecticut Association Of Independent Schools, Inc)
Plain-English plan 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, Cais Multiple Employer Plan is a benefit plan reported by Connecticut Association Of Independent Schools, Inc under EIN 06-0848965 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,102 participants and $183,261,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Association Of Independent Schools, Inc
- EIN
- 06-0848965
- Plan number
- 333
- Plan type
- 3
- Location
- Mystic, CT
- Latest filing year
- 2023
- Participants
- 2,102
- End-of-year plan assets
- $183,261,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,102 | H, C | 20240918140141NAL0004421009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,261,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $183,261,809
- Net assets (BOY)
- $112,783,951
Income & contributions
- Employer contributions
- $2,509,500
- Participant contributions
- $3,597,601
- Total contributions
- $7,412,850
- Total income / additions
- $30,340,036
Expenses & distributions
- Benefits paid
- $8,881,102
- Administrative expenses
- $232,270
- Total expenses
- $9,113,372
- Net increase / (decrease)
- $21,226,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | INVESTMENT ADVISOR | $78,896 | $0 | 2023 |
| Pentegra Services, Inc. | PLAN ADMINISTRATOR TPA | $63,533 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $53,993 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | ACCOUNTANT | $31,610 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connecticut Association Of Independent Schools, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Mystic, CT
- Tiaa — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation