2023 Form 5500 filing — Columbian Mutual Life Insurance Company Pension 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 20241015145903NAL0030063521001) for Columbian Mutual Life Insurance Company Pension Plan, reported by Columbian Mutual Life Insurance Co. under EIN 15-0274455 and plan number 014. It reports 1,007 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145903NAL0030063521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbian Mutual Life Insurance Co.
- EIN
- 15-0274455
- Plan number
- 014
- Location
- Binghamton, NY
- Participants
- 1,007
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,321,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,321,602
- Employer contributions
- $1,613,574
- Total income / additions
- $11,796,171
- Benefits paid
- $8,761,900
- Administrative expenses
- $1,265,952
- Total expenses
- $10,027,852
- Net increase / (decrease)
- $1,768,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Inc. | NONE | $268,632 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $137,108 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $55,288 | not reported in the loaded dataset |
| Morgan & Lewis | NONE | $48,088 | not reported in the loaded dataset |