2023 Form 5500 filing — Claims Recovery Financial Services 401k 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 20241014160725NAL0027815681001) for Claims Recovery Financial Services 401k Plan, reported by Claims Recovery Financial Services LLC under EIN 20-3866006 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160725NAL0027815681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Claims Recovery Financial Services LLC
- EIN
- 20-3866006
- Plan number
- 001
- Location
- Albion, NY
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,666,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,666,169
- Employer contributions
- $43,233
- Participant contributions
- $193,621
- Total income / additions
- $952,168
- Benefits paid
- $562,103
- Administrative expenses
- $43,477
- Total expenses
- $605,580
- Net increase / (decrease)
- $346,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $38,456 | $0 |
| Global Retirement Partners LLC | ADVISOR | $10,779 | $0 |
| Pps Pension Services Inc | THIRDPARTYADMIN | $6,771 | $3,441 |