Cvrf Retirement Plan — Form 5500 plan (Coastal Villages Region Fund)
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, Cvrf Retirement Plan is a benefit plan reported by Coastal Villages Region Fund under EIN 92-0156736 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $22,534,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Villages Region Fund
- EIN
- 92-0156736
- Plan number
- 001
- Plan type
- 2
- Location
- Anchorage, AK
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $22,534,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20250113183849NAL0018813409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,534,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,534,310
- Net assets (BOY)
- $17,948,621
Income & contributions
- Employer contributions
- $854,938
- Participant contributions
- $1,493,025
- Total contributions
- $2,402,412
- Total income / additions
- $5,722,495
Expenses & distributions
- Benefits paid
- $1,081,532
- Administrative expenses
- $55,274
- Total expenses
- $1,136,806
- Net increase / (decrease)
- $4,585,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services | NONE | $48,471 | $0 | 2023 |
| Minnesota Life Insurance Company | NONE | $6,803 | $0 | 2023 |