Contractors Insurance Trust — Form 5500 plan (Contractors Insurance Trust)
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, Contractors Insurance Trust is a benefit plan reported by Contractors Insurance Trust under EIN 76-0481929 and plan number 501. The latest loaded filing year is 2023. The filing reports 12,132 participants and $8,355,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Contractors Insurance Trust
- EIN
- 76-0481929
- Plan number
- 501
- Plan type
- 4
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 12,132
- End-of-year plan assets
- $8,355,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,132 | H, C | 20240709113631NAL0020880176001 |
| 2023 | 11,339 | H, C | 20250117111501NAL0025054273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,147,496
- Total liabilities (EOY)
- $3,562,250
- Net assets (EOY)
- $2,585,246
- Net assets (BOY)
- $2,402,510
Income & contributions
- Employer contributions
- $4,228,548
- Total contributions
- $4,228,548
- Total income / additions
- $4,456,162
Expenses & distributions
- Benefits paid
- $816,980
- Administrative expenses
- $3,237,595
- Total expenses
- $4,054,575
- Net increase / (decrease)
- $401,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boon Administrative Services | PLAN SERVICE PROVIDER | $5,889,466 | $0 | 2023 |
| Boon Administrative Services | THIRD PARTY ADMIN | $2,886,990 | $0 | 2023 |
| Holtzman Partners,Llp | PLAN SERVICE PROVIDER | $47,750 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | AUDITOR | $35,700 | not reported in the loaded dataset | 2023 |
| Comerica Bank | PLAN SERVICE PROVIDER | $3,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Contractors Insurance Trust
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Boon Administrative Services — Schedule C compensation
- Holtzman Partners,Llp — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Comerica Bank — Schedule C compensation