2023 Form 5500 filing — Chalmers Development Corporation Dba Spire Integrated Solutions 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240227115354NAL0019633714001) for Chalmers Development Corporation Dba Spire Integrated Solutions 401(K) Plan, reported by Chalmers Development Corporation Dba Spire Integrated Solutions under EIN 88-0375501 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240227115354NAL0019633714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chalmers Development Corporation Dba Spire Integrated Solutions
- EIN
- 88-0375501
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,197,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,197,666
- Employer contributions
- $78,919
- Participant contributions
- $227,881
- Total income / additions
- $947,095
- Benefits paid
- $2,447,881
- Administrative expenses
- $29,685
- Total expenses
- $2,540,207
- Net increase / (decrease)
- -$1,593,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $17,151 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,982 | $0 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $10,703 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $4,828 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $552 | not reported in the loaded dataset |
| Advised Assets Group, LLC | INVESTMENT MGMT | $208 | not reported in the loaded dataset |