Calumet Carton Company Employee Retirement Trust — Form 5500 plan (Calumet Carton Company)
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, Calumet Carton Company Employee Retirement Trust is a benefit plan reported by Calumet Carton Company under EIN 36-2369829 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $12,644,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calumet Carton Company
- EIN
- 36-2369829
- Plan number
- 002
- Plan type
- 2
- Location
- South Holland, IL
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $12,644,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241008125524NAL0016653681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,644,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,644,076
- Net assets (BOY)
- $11,546,740
Income & contributions
- Employer contributions
- $100,000
- Participant contributions
- $355,097
- Total contributions
- $455,097
- Total income / additions
- $2,371,523
Expenses & distributions
- Benefits paid
- $1,219,984
- Administrative expenses
- $53,946
- Total expenses
- $1,274,187
- Net increase / (decrease)
- $1,097,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER/DEALER | $0 | $25,503 | 2023 |