2023 Form 5500 filing — Contractors Insurance Trust
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 20240709113631NAL0020880176001) for Contractors Insurance Trust, reported by Contractors Insurance Trust under EIN 76-0481929 and plan number 501. It reports 12,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709113631NAL0020880176001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Contractors Insurance Trust
- EIN
- 76-0481929
- Plan number
- 501
- Location
- Austin, TX
- Participants
- 12,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,147,496
- Total liabilities (EOY)
- $3,562,250
- Net assets (EOY)
- $2,585,246
- Employer contributions
- $4,228,548
- Total income / additions
- $4,456,162
- Benefits paid
- $816,980
- Administrative expenses
- $3,237,595
- Total expenses
- $4,054,575
- Net increase / (decrease)
- $401,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boon Administrative Services | PLAN SERVICE PROVIDER | $5,889,466 | $0 |
| Boon Administrative Services | THIRD PARTY ADMIN | $2,886,990 | $0 |
| Holtzman Partners,Llp | PLAN SERVICE PROVIDER | $47,750 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | AUDITOR | $35,700 | not reported in the loaded dataset |
| Comerica Bank | PLAN SERVICE PROVIDER | $3,000 | not reported in the loaded dataset |