The Colorado River Indian Tribes Retirement Plan And Trust — Form 5500 plan (Colorado River Indian Tribes Tribal Council)
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, The Colorado River Indian Tribes Retirement Plan And Trust is a benefit plan reported by Colorado River Indian Tribes Tribal Council under EIN 86-0092226 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,167 participants and $27,315,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colorado River Indian Tribes Tribal Council
- EIN
- 86-0092226
- Plan number
- 002
- Plan type
- 2
- Location
- Parker, AZ
- Latest filing year
- 2023
- Participants
- 1,167
- End-of-year plan assets
- $27,315,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,167 | H, C | 20241014114210NAL0044358752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,315,877
- Net assets (EOY)
- $27,315,877
- Net assets (BOY)
- $23,637,856
Income & contributions
- Employer contributions
- $1,627,580
- Participant contributions
- $395,274
- Total contributions
- $2,022,854
- Total income / additions
- $5,603,776
Expenses & distributions
- Benefits paid
- $1,751,284
- Administrative expenses
- $174,471
- Total expenses
- $1,925,755
- Net increase / (decrease)
- $3,678,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $58,517 | $0 | 2023 |
| Interocean Capital | INVESTMENT AD VISORY - PL | $51,626 | not reported in the loaded dataset | 2023 |
| M.S. Howells & Co | BROKER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colorado River Indian Tribes Tribal Council
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Parker, AZ
- Transamerica Retirement Solutions — Schedule C compensation
- Interocean Capital — Schedule C compensation
- M.S. Howells & Co — Schedule C compensation