The Claflin Company Savings & Retirement Plan — Form 5500 plan (The Claflin Company)
Plain-English plan 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, The Claflin Company Savings & Retirement Plan is a benefit plan reported by The Claflin Company under EIN 05-0375691 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $36,769,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Claflin Company
- EIN
- 05-0375691
- Plan number
- 001
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 453
- End-of-year plan assets
- $36,769,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 453 | H, C | 20241011130203NAL0012508467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,769,654
- Total liabilities (EOY)
- $22,783
- Net assets (EOY)
- $36,746,871
- Net assets (BOY)
- $29,806,492
Income & contributions
- Employer contributions
- $804,687
- Participant contributions
- $2,489,597
- Total contributions
- $3,556,631
- Total income / additions
- $9,307,586
Expenses & distributions
- Benefits paid
- $2,275,405
- Administrative expenses
- $84,604
- Total expenses
- $2,367,207
- Net increase / (decrease)
- $6,940,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $72,607 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | ACCOUNTANT/AUDITOR | $15,225 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,228 | $0 | 2023 |