How many benefit plans does Castle Lake Insurance, LLC report on Form 5500?

Castle Lake Insurance, LLC (EIN 82-0503381) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Castle Lake Insurance, LLC?

The Employer Identification Number (EIN) reported for Castle Lake Insurance, LLC is 82-0503381.

What is the latest Form 5500 filing year for Castle Lake Insurance, LLC?

The latest loaded Form 5500 filing year for Castle Lake Insurance, LLC is 2023.

Castle Lake Insurance, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Castle Lake Insurance, LLC (EIN 82-0503381) is a plan sponsor located in Idaho Falls, ID with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 82-0503381
Location: Idaho Falls, ID
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Castle Lake Insurance, LLC

1 loaded plans hold $586K in reported assets.
The largest, Castle Lake Insurance, LLC Safe Harbor 401(K), holds 100% of this company's reported plan assets.
Plans cover 9 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$586KSummed across loaded plans$586,040

Total reported assets$586K$586,040

Total reported participants9

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$586K total assets

Net assets$586KLiabilities—

Contributions & income

Employer contributions$11.4K

Participant contributions$12.2K

Total income / additions$114.9K

Expenses & distributions

Benefits paid / distributions$101.6K

Total expenses$101.8K

Net increase / (decrease)$13.1K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Castle Lake Insurance, LLC Safe Harbor 401(K)

Participants per plan9Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Castle Lake Insurance, LLC Safe Harbor 401(K)$586K
Plan #001 · 9 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Castle Lake Insurance, LLC. Open one for its full reported snapshot.

2023
Castle Lake Insurance, LLC Safe Harbor 401(K)9 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Castle Lake Insurance, LLC report on Form 5500?: Castle Lake Insurance, LLC (EIN 82-0503381) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Castle Lake Insurance, LLC?: The Employer Identification Number (EIN) reported for Castle Lake Insurance, LLC is 82-0503381.
What is the latest Form 5500 filing year for Castle Lake Insurance, LLC?: The latest loaded Form 5500 filing year for Castle Lake Insurance, LLC is 2023.