2023 Form 5500 filing — The Colorado River Indian Tribes Retirement Plan And 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 20241014114210NAL0044358752001) for The Colorado River Indian Tribes Retirement Plan And Trust, reported by Colorado River Indian Tribes Tribal Council under EIN 86-0092226 and plan number 002. It reports 1,167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114210NAL0044358752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colorado River Indian Tribes Tribal Council
- EIN
- 86-0092226
- Plan number
- 002
- Location
- Parker, AZ
- Participants
- 1,167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,315,877
- Net assets (EOY)
- $27,315,877
- Employer contributions
- $1,627,580
- Participant contributions
- $395,274
- Total income / additions
- $5,603,776
- Benefits paid
- $1,751,284
- Administrative expenses
- $174,471
- Total expenses
- $1,925,755
- Net increase / (decrease)
- $3,678,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $58,517 | $0 |
| Interocean Capital | INVESTMENT AD VISORY - PL | $51,626 | not reported in the loaded dataset |
| M.S. Howells & Co | BROKER | not reported in the loaded dataset | not reported in the loaded dataset |