Plan5500

Cse Insurance Services, Inc — 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, Cse Insurance Services, Inc (EIN 94-3231596) is a plan sponsor located in Beaverton, OR 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
94-3231596
Location
Beaverton, OR
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.6MSummed across loaded plans$21,579,637
Total reported assets$21.6M$21,579,637
Total reported participants363
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.6M total assets
Net assets$21.6MLiabilities$0
Contributions & income
Employer contributions$487.8K
Participant contributions$1.5M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$5.6M
Total expenses$5.6M
Net increase / (decrease)-$21.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Cse Insurance Services 401(K) Plan
Participants per plan182Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Cse Insurance Services 401(K) Plan$21.6M
    Plan #003 · 230 participants · 2023
  2. 2
    Cse Insurance Services, Inc. Welfare Plannot reported in the loaded dataset
    Plan #502 · 133 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cse Insurance Services, Inc
YearPlanParticipantsSchedulesFiling
2023Cse Insurance Services, Inc. Welfare Plan133—20240716125338NAL0001574371001
2023Cse Insurance Services 401(K) Plan230H, C20241015180544NAL0017016067001

Related Form 5500 pages