Community Foundation Of Northwest Indiana 403(B) Retirement Plan — Form 5500 plan (Community Foundation Of Northwest Indiana, 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, Community Foundation Of Northwest Indiana 403(B) Retirement Plan is a benefit plan reported by Community Foundation Of Northwest Indiana, Inc. under EIN 31-1128781 and plan number 005. The latest loaded filing year is 2023. The filing reports 9,511 participants and $391,056,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Foundation Of Northwest Indiana, Inc.
- EIN
- 31-1128781
- Plan number
- 005
- Plan type
- 2
- Location
- Munster, IN
- Latest filing year
- 2023
- Participants
- 9,511
- End-of-year plan assets
- $391,056,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,511 | H, C | 20240927152038NAL0001151491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $391,056,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $391,056,673
- Net assets (BOY)
- $333,513,191
Income & contributions
- Participant contributions
- $32,834,860
- Total contributions
- $37,070,091
- Total income / additions
- $88,040,092
Expenses & distributions
- Benefits paid
- $29,800,910
- Administrative expenses
- $392,846
- Total expenses
- $30,496,610
- Net increase / (decrease)
- $57,543,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $352,200 | $0 | 2023 |
| Swartz Retson | AUDITOR | $26,646 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | CONSULTANT | $9,000 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | CONSULTANT | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Foundation Of Northwest Indiana, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Munster, IN
- Lincoln National Corporation — Schedule C compensation
- Swartz Retson — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Graystone Consulting — Schedule C compensation