Collaborative Retirement Trust — Form 5500 plan (Santee Sioux Nation)
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, Collaborative Retirement Trust is a benefit plan reported by Santee Sioux Nation under EIN 47-0533471 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $1,158,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santee Sioux Nation
- EIN
- 47-0533471
- Plan number
- 001
- Plan type
- 2
- Location
- Niobrabra, NE
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $1,158,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241015143325NAL0029993089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,158,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,158,438
- Net assets (BOY)
- $750,902
Income & contributions
- Employer contributions
- $117,775
- Participant contributions
- $193,836
- Total contributions
- $311,611
- Total income / additions
- $460,805
Expenses & distributions
- Benefits paid
- $40,295
- Administrative expenses
- $12,974
- Total expenses
- $53,269
- Net increase / (decrease)
- $407,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ktrade | NONE | $0 | not reported in the loaded dataset | 2023 |