Carlson Tool & Manufacturing Corporation Welfare Benefits Plan — Form 5500 plan (Carlson Tool & Manufacturing Corp.)
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, Carlson Tool & Manufacturing Corporation Welfare Benefits Plan is a benefit plan reported by Carlson Tool & Manufacturing Corp. under EIN 39-0973406 and plan number 501. The latest loaded filing year is 2023. The filing reports 103 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson Tool & Manufacturing Corp.
- EIN
- 39-0973406
- Plan number
- 501
- Plan type
- 2
- Location
- Cedarburg, WI
- Latest filing year
- 2023
- Participants
- 103
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 103 | C | 20240605153102NAL0020971505001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $73,854 | $9,533 | 2023 |
| R&R Insurance Services | BROKER | $10,469 | not reported in the loaded dataset | 2023 |
| Umr, Inc | CLAIMS PROCESSING | $1,743 | not reported in the loaded dataset | 2023 |