2023 Form 5500 filing — Christian Labor Association Pension Trust Defined Contribution 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 20240924081507NAL0022456448003) for Christian Labor Association Pension Trust Defined Contribution Plan, reported by Board Of Trustees Of Christian Labor under EIN 41-6149933 and plan number 002. It reports 1,216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924081507NAL0022456448003
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Christian Labor
EIN
41-6149933
Plan number
002
Location
Brainerd, MN
Participants
1,216
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$42,418,701
Total liabilities (EOY)
$0
Net assets (EOY)
$42,418,701
Employer contributions
$3,104,769
Total income / additions
$8,724,007
Benefits paid
$2,582,569
Administrative expenses
$403,718
Total expenses
$2,986,287
Net increase / (decrease)
$5,737,720
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pruco Securities, LLCINVESTMENT ADVISOR$300,967not reported in the loaded dataset
Westberg Eischens, PllpACCOUNTING$51,100not reported in the loaded dataset
AscensusTHIRD PARTY ADMINISTRATOR$30,944not reported in the loaded dataset
Stinson, LlpLEGAL$8,862not reported in the loaded dataset

Related Form 5500 pages