2023 Form 5500 filing — Chief Industries, Inc. Thrift 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 20241014083056NAL0026820289001) for Chief Industries, Inc. Thrift Plan, reported by Chief Industries, Inc. under EIN 47-0444429 and plan number 002. It reports 1,465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083056NAL0026820289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chief Industries, Inc.
- EIN
- 47-0444429
- Plan number
- 002
- Location
- Grand Island, NE
- Participants
- 1,465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,421,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,421,626
- Employer contributions
- $2,146,117
- Participant contributions
- $6,800,576
- Total income / additions
- $27,968,470
- Benefits paid
- $11,111,247
- Administrative expenses
- $251,524
- Total expenses
- $11,362,771
- Net increase / (decrease)
- $16,605,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $251,523 | $4,902 |
| Principal Securities Inc | OTHER SERVICES | $0 | $31,743 |
| Forvis, Llp | ACCOUNTANT | $12,750 | $12,750 |
| Home Federal Savings & Loan Assoc O | OTHER SERVICES | $0 | $7,936 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |