Plan5500

Cook Inlet Region 401(K) Retirement Plan — Form 5500 plan (Cook Inlet Region, 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, Cook Inlet Region 401(K) Retirement Plan is a benefit plan reported by Cook Inlet Region, Inc. under EIN 92-0042304 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,592 participants and $498,406,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cook Inlet Region, Inc.
EIN
92-0042304
Plan number
001
Plan type
2
Location
Anchorage, AK
Latest filing year
2023
Participants
6,592
End-of-year plan assets
$498,406,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,592H, C20241009164654NAL0031900336001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$498,406,925
Total liabilities (EOY)
$0
Net assets (EOY)
$498,406,925
Net assets (BOY)
$382,442,976

Income & contributions

Employer contributions
$34,871,337
Participant contributions
$35,773,105
Total contributions
$76,521,684
Total income / additions
$157,741,034

Expenses & distributions

Benefits paid
$41,341,537
Administrative expenses
$407,728
Total expenses
$41,777,085
Net increase / (decrease)
$115,963,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$330,055$02023
Ubs Financial Services IncINVESTMENT ADVISOR$45,000not reported in the loaded dataset2023
Moss Adams LlpACCOUNTANT/AUDITOR$33,600not reported in the loaded dataset2023

Related Form 5500 pages