Cams Union Retirement Plan — Form 5500 plan (Consolidated Asset Management Services, LLC)
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, Cams Union Retirement Plan is a benefit plan reported by Consolidated Asset Management Services, LLC under EIN 41-2239010 and plan number 003. The latest loaded filing year is 2023. The filing reports 751 participants and $73,042,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consolidated Asset Management Services, LLC
- EIN
- 41-2239010
- Plan number
- 003
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 751
- End-of-year plan assets
- $73,042,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 751 | H, C | 20241015171918NAL0015161075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,042,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,042,021
- Net assets (BOY)
- $55,862,846
Income & contributions
- Employer contributions
- $6,024,446
- Participant contributions
- $8,828,432
- Total contributions
- $16,011,021
- Total income / additions
- $25,786,525
Expenses & distributions
- Benefits paid
- $7,496,050
- Administrative expenses
- $246,030
- Total expenses
- $7,742,320
- Net increase / (decrease)
- $18,044,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $0 | $60,846 | 2023 |
| Economic Group Pension Services, In | TPA | $0 | $29,325 | 2023 |
| Morningstar | SERVICE PROVIDER | $17,754 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $17,754 | $0 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $13,569 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Consolidated Asset Management Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Ubs Financial Services, Inc. — Schedule C compensation
- Economic Group Pension Services, In — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation