2023 Form 5500 filing — Cleat Benefit Trust (Formerly Cleat Benefit Plan & 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 20240712115634NAL0017542849001) for Cleat Benefit Trust (Formerly Cleat Benefit Plan & Trust), reported by Combined Law Enforcement Assoc. Of Texas, Inc. under EIN 74-1874446 and plan number 504. It reports 3,905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712115634NAL0017542849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Combined Law Enforcement Assoc. Of Texas, Inc.
- EIN
- 74-1874446
- Plan number
- 504
- Location
- Austin, TX
- Participants
- 3,905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,635,098
- Total liabilities (EOY)
- $66,507
- Net assets (EOY)
- $2,568,591
- Participant contributions
- $4,064,273
- Total income / additions
- $4,304,189
- Benefits paid
- $3,210,152
- Administrative expenses
- $442,342
- Total expenses
- $3,652,494
- Net increase / (decrease)
- $651,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bay Bridge Administrators, LLC | CONTRACT ADMINISTRATOR | $295,043 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp. | CONTRACT ADMINISTRATOR | $0 | $281,986 |
| Cleat | PLAN SPONSOR | $121,939 | not reported in the loaded dataset |
| Atchley & Associates, Llp | ACCOUNTANT | $16,164 | not reported in the loaded dataset |