2023 Form 5500 filing — Carrier Group Benefits, LLC 401(K) 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 20241009084705NAL0009046003001) for Carrier Group Benefits, LLC 401(K) Plan, reported by Carrier Group Benefits, LLC under EIN 83-2483336 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009084705NAL0009046003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrier Group Benefits, LLC
- EIN
- 83-2483336
- Plan number
- 001
- Location
- Skowhegan, ME
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,009,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,009,000
- Employer contributions
- $305,835
- Participant contributions
- $564,044
- Total income / additions
- $1,406,168
- Benefits paid
- $192,425
- Administrative expenses
- $6,361
- Total expenses
- $198,930
- Net increase / (decrease)
- $1,207,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $6,360 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |