2023 Form 5500 filing — Calumet Carton Company Employee Retirement 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 20241008125524NAL0016653681001) for Calumet Carton Company Employee Retirement Trust, reported by Calumet Carton Company under EIN 36-2369829 and plan number 002. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008125524NAL0016653681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calumet Carton Company
- EIN
- 36-2369829
- Plan number
- 002
- Location
- South Holland, IL
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,644,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,644,076
- Employer contributions
- $100,000
- Participant contributions
- $355,097
- Total income / additions
- $2,371,523
- Benefits paid
- $1,219,984
- Administrative expenses
- $53,946
- Total expenses
- $1,274,187
- Net increase / (decrease)
- $1,097,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER/DEALER | $0 | $25,503 |