2023 Form 5500 filing — Cook Inlet Region 401(K) Retirement 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 20241009164654NAL0031900336001) for Cook Inlet Region 401(K) Retirement Plan, reported by Cook Inlet Region, Inc. under EIN 92-0042304 and plan number 001. It reports 6,592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164654NAL0031900336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cook Inlet Region, Inc.
- EIN
- 92-0042304
- Plan number
- 001
- Location
- Anchorage, AK
- Participants
- 6,592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $498,406,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $498,406,925
- Employer contributions
- $34,871,337
- Participant contributions
- $35,773,105
- Total income / additions
- $157,741,034
- Benefits paid
- $41,341,537
- Administrative expenses
- $407,728
- Total expenses
- $41,777,085
- Net increase / (decrease)
- $115,963,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $330,055 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $33,600 | not reported in the loaded dataset |