Cleat Benefit Trust (Formerly Cleat Benefit Plan & Trust) — Form 5500 plan (Combined Law Enforcement Assoc. Of Texas, 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, Cleat Benefit Trust (Formerly Cleat Benefit Plan & Trust) is a benefit plan reported by Combined Law Enforcement Assoc. Of Texas, Inc. under EIN 74-1874446 and plan number 504. The latest loaded filing year is 2023. The filing reports 3,905 participants and $2,635,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Combined Law Enforcement Assoc. Of Texas, Inc.
- EIN
- 74-1874446
- Plan number
- 504
- Plan type
- 1
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 3,905
- End-of-year plan assets
- $2,635,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,905 | H, C | 20240712115634NAL0017542849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,635,098
- Total liabilities (EOY)
- $66,507
- Net assets (EOY)
- $2,568,591
- Net assets (BOY)
- $1,916,896
Income & contributions
- Participant contributions
- $4,064,273
- Total contributions
- $4,064,273
- Total income / additions
- $4,304,189
Expenses & distributions
- Benefits paid
- $3,210,152
- Administrative expenses
- $442,342
- Total expenses
- $3,652,494
- Net increase / (decrease)
- $651,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bay Bridge Administrators, LLC | CONTRACT ADMINISTRATOR | $295,043 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp. | CONTRACT ADMINISTRATOR | $0 | $281,986 | 2023 |
| Cleat | PLAN SPONSOR | $121,939 | not reported in the loaded dataset | 2023 |
| Atchley & Associates, Llp | ACCOUNTANT | $16,164 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Combined Law Enforcement Assoc. Of Texas, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Bay Bridge Administrators, LLC — Schedule C compensation
- Ameritas Life Insurance Corp. — Schedule C compensation
- Cleat — Schedule C compensation
- Atchley & Associates, Llp — Schedule C compensation