Cushing Terrell 401(K) Retirement Plan — Form 5500 plan (Cushing Terrell)
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, Cushing Terrell 401(K) Retirement Plan is a benefit plan reported by Cushing Terrell under EIN 81-0305543 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $73,742,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cushing Terrell
- EIN
- 81-0305543
- Plan number
- 001
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 573
- End-of-year plan assets
- $73,742,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 573 | H, C | 20240927140623NAL0001314643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,742,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,742,499
- Net assets (BOY)
- $60,760,954
Income & contributions
- Employer contributions
- $1,923,428
- Participant contributions
- $3,275,034
- Total contributions
- $5,740,542
- Total income / additions
- $18,504,011
Expenses & distributions
- Benefits paid
- $5,336,395
- Administrative expenses
- $186,071
- Total expenses
- $5,522,466
- Net increase / (decrease)
- $12,981,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Interstate Wealth Management | OTHER | $122,706 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $62,965 | $0 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cushing Terrell
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Billings, MT
- First Interstate Wealth Management — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation