2023 Form 5500 filing — Christian Labor Assn Pension Trust Defined Benefit 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 20240924081507NAL0022456448002) for Christian Labor Assn Pension Trust Defined Benefit Plan, reported by Board Of Trustees Of Christian Labor under EIN 41-6149933 and plan number 001. It reports 1,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924081507NAL0022456448002
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Christian Labor
EIN
41-6149933
Plan number
001
Location
Brainerd, MN
Participants
1,104
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$54,718,549
Net assets (EOY)
$54,718,549
Employer contributions
$770,207
Total income / additions
$8,937,180
Benefits paid
$3,507,624
Administrative expenses
$442,498
Total expenses
$3,950,122
Net increase / (decrease)
$4,987,058
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pruco Securities, LLCINVESTMENT ADVISOR$208,175not reported in the loaded dataset
Westberg Eischens, PllpACCOUNTANT$73,930not reported in the loaded dataset
Securities AmericaINVESTMENT ADVISOR$69,023not reported in the loaded dataset
Via Actuarial SolutionsACTUARY$19,998not reported in the loaded dataset
Stinson, LlpLEGAL$6,219not reported in the loaded dataset
Rba, Inc.COMPUTER CONSULTING$5,020not reported in the loaded dataset

Related Form 5500 pages