2023 Form 5500 filing — Cvrf Retirement 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 20250113183849NAL0018813409001) for Cvrf Retirement Plan, reported by Coastal Villages Region Fund under EIN 92-0156736 and plan number 001. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113183849NAL0018813409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Villages Region Fund
- EIN
- 92-0156736
- Plan number
- 001
- Location
- Anchorage, AK
- Participants
- 510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,534,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,534,310
- Employer contributions
- $854,938
- Participant contributions
- $1,493,025
- Total income / additions
- $5,722,495
- Benefits paid
- $1,081,532
- Administrative expenses
- $55,274
- Total expenses
- $1,136,806
- Net increase / (decrease)
- $4,585,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services | NONE | $48,471 | $0 |
| Minnesota Life Insurance Company | NONE | $6,803 | $0 |