Csm North America LLC Retirement Plan — Form 5500 plan (Csm North America, 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, Csm North America LLC Retirement Plan is a benefit plan reported by Csm North America, LLC under EIN 47-2875518 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $52,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csm North America, LLC
- EIN
- 47-2875518
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $52,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240607123604NAL0023580305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,143
- Net assets (BOY)
- $18,141,724
Income & contributions
- Employer contributions
- $517,832
- Participant contributions
- $1,158,785
- Total contributions
- $1,821,448
- Total income / additions
- $3,333,851
Expenses & distributions
- Benefits paid
- $21,300,220
- Administrative expenses
- $123,212
- Total expenses
- $21,423,432
- Net increase / (decrease)
- -$18,089,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,772 | $0 | 2023 |
| Latitude Service Company, Inc. | CONTRACT ADMINISTRATOR | $26,440 | $8,603 | 2023 |
| One America Securities, Inc. | OTHER SERVICES | $0 | $31,677 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Csm North America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Principal Life Insurance Company — Schedule C compensation
- Latitude Service Company, Inc. — Schedule C compensation
- One America Securities, Inc. — Schedule C compensation