Chief Industries, Inc. Thrift Plan — Form 5500 plan (Chief Industries, 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, Chief Industries, Inc. Thrift Plan is a benefit plan reported by Chief Industries, Inc. under EIN 47-0444429 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,465 participants and $119,421,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chief Industries, Inc.
- EIN
- 47-0444429
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Island, NE
- Latest filing year
- 2023
- Participants
- 1,465
- End-of-year plan assets
- $119,421,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,465 | H, C | 20241014083056NAL0026820289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,421,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,421,626
- Net assets (BOY)
- $102,815,927
Income & contributions
- Employer contributions
- $2,146,117
- Participant contributions
- $6,800,576
- Total contributions
- $9,465,810
- Total income / additions
- $27,968,470
Expenses & distributions
- Benefits paid
- $11,111,247
- Administrative expenses
- $251,524
- Total expenses
- $11,362,771
- Net increase / (decrease)
- $16,605,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $251,523 | $4,902 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $31,743 | 2023 |
| Forvis, Llp | ACCOUNTANT | $12,750 | $12,750 | 2023 |
| Home Federal Savings & Loan Assoc O | OTHER SERVICES | $0 | $7,936 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chief Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Grand Island, NE
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Home Federal Savings & Loan Assoc O — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation