Plan5500

The Corix Affiliated Companies (Us) 401(K) Plan — Form 5500 plan (Corix Infrastructure (Us), 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, The Corix Affiliated Companies (Us) 401(K) Plan is a benefit plan reported by Corix Infrastructure (Us), Inc. under EIN 37-1842397 and plan number 001. The latest loaded filing year is 2023. The filing reports 975 participants and $79,683,616 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corix Infrastructure (Us), Inc.
EIN
37-1842397
Plan number
001
Plan type
2
Location
Wauwatosa, WI
Latest filing year
2023
Participants
975
End-of-year plan assets
$79,683,616

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023975H, C20241011145029NAL0011047651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,683,616
Total liabilities (EOY)
$0
Net assets (EOY)
$79,683,616
Net assets (BOY)
$72,913,887

Income & contributions

Employer contributions
$3,200,235
Participant contributions
$3,583,563
Total contributions
$7,428,200
Total income / additions
$18,448,724

Expenses & distributions

Benefits paid
$11,537,819
Administrative expenses
$134,286
Total expenses
$11,678,995
Net increase / (decrease)
$6,769,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bensler LLCINVESTMENT ADVISOR$90,698not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$33,584not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$3,304$02023

Related Form 5500 pages