Cfg Savings & Profit Sharing Plan — Form 5500 plan (Columbian Mutual Life Insurance 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, Cfg Savings & Profit Sharing Plan is a benefit plan reported by Columbian Mutual Life Insurance Company under EIN 15-0274455 and plan number 009. The latest loaded filing year is 2023. The filing reports 450 participants and $81,545,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbian Mutual Life Insurance Company
- EIN
- 15-0274455
- Plan number
- 009
- Plan type
- 2
- Location
- Binghamton, NY
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $81,545,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20241010072834NAL0033520816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,545,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,545,418
- Net assets (BOY)
- $72,874,328
Income & contributions
- Employer contributions
- $1,788,330
- Participant contributions
- $2,323,293
- Total contributions
- $4,122,752
- Total income / additions
- $17,397,961
Expenses & distributions
- Benefits paid
- $8,688,356
- Administrative expenses
- $38,515
- Total expenses
- $8,726,871
- Net increase / (decrease)
- $8,671,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $32,276 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $7,620 | $0 | 2023 |