The Contractors Plan Trust — Form 5500 plan (The Contractors Plan Trust)
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, The Contractors Plan Trust is a benefit plan reported by The Contractors Plan Trust under EIN 20-0746005 and plan number 501. The latest loaded filing year is 2023. The filing reports 13,075 participants and $9,946,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Contractors Plan Trust
- EIN
- 20-0746005
- Plan number
- 501
- Plan type
- 4
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 13,075
- End-of-year plan assets
- $9,946,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,075 | H, C | 20241015191323NAL0049503488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,946,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,946,778
- Net assets (BOY)
- $8,012,899
Income & contributions
- Employer contributions
- $95,294,617
- Total contributions
- $95,294,617
- Total income / additions
- $95,554,571
Expenses & distributions
- Benefits paid
- $85,415,409
- Administrative expenses
- $8,205,283
- Total expenses
- $93,620,692
- Net increase / (decrease)
- $1,933,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fringe Benefit Group, Inc. | not reported in the loaded dataset | $4,147,769 | not reported in the loaded dataset | 2023 |
| Fringe Insurance Benefits, Inc. | not reported in the loaded dataset | $4,040,090 | not reported in the loaded dataset | 2023 |
| Armanino, Llp | not reported in the loaded dataset | $10,558 | not reported in the loaded dataset | 2023 |
| Erisa Smart, Inc. | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Erickson Demel & Co., Pllc | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Contractors Plan Trust
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Fringe Benefit Group, Inc. — Schedule C compensation
- Fringe Insurance Benefits, Inc. — Schedule C compensation
- Armanino, Llp — Schedule C compensation
- Erisa Smart, Inc. — Schedule C compensation
- Erickson Demel & Co., Pllc — Schedule C compensation