2023 Form 5500 filing — Cnc Resource 401(K) 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 20241015154954NAL0016798723001) for Cnc Resource 401(K) Plan, reported by Cefco National Claims Services, Inc. under EIN 63-0772568 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015154954NAL0016798723001
Filing year
2023
Form type
2
Plan sponsor
Cefco National Claims Services, Inc.
EIN
63-0772568
Plan number
001
Location
Mobile, AL
Participants
362
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,831,901
Total liabilities (EOY)
$94
Net assets (EOY)
$4,831,807
Participant contributions
$297,634
Total income / additions
$985,964
Benefits paid
$168,691
Administrative expenses
$55,841
Total expenses
$227,166
Net increase / (decrease)
$758,798
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
N. D. PittmanADVISOR$30,276not reported in the loaded dataset
EgpsTPA$23,615not reported in the loaded dataset

Related Form 5500 pages