Plan5500

The Contractors Plan Trust — Form 5500 plan (The Contractors Plan Trust)

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 Contractors Plan Trust is a benefit plan reported by The Contractors Plan Trust under EIN 20-0746005 and plan number 501. The latest loaded filing year is 2023. The filing reports 13,075 participants and $9,946,778 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.9MPlan net assets, end of year$9,946,778
Participants13.1KCovered participants reported13,075
Assets / participant$761Computed: assets ÷ participants$761 (computed)
Provider compensation$8.2M5 Schedule C provider row(s)$8,198,417
Plan sponsor
The Contractors Plan Trust
EIN
20-0746005
Plan number
501
Plan type
4
Location
Austin, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    13,075 participants · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$95.6M
Total expenses$93.6M
Benefits paid / distributions$85.4M
Contributions
Employer$95.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$9,946,778
Total liabilities (EOY)
$0
Net assets (EOY)
$9,946,778
Net assets (BOY)
$8,012,899

Income & contributions

Employer contributions
$95,294,617
Total contributions
$95,294,617
Total income / additions
$95,554,571

Expenses & distributions

Benefits paid
$85,415,409
Administrative expenses
$8,205,283
Total expenses
$93,620,692
Net increase / (decrease)
$1,933,879
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets941%Computed ratio
Benefits paid ÷ total income89%Computed ratio
Provider comp. ÷ net assets82%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fringe Benefit Group, Inc.$4.1M
    Direct $4.1M
  2. 2
    Fringe Insurance Benefits, Inc.$4M
    Direct $4M
  3. 3
    Armanino, Llp$10.6K
    Direct $10.6K
  4. 4
    Erisa Smart, Inc.$0
    Direct $0
  5. 5
    Erickson Demel & Co., Pllc$0
    Direct $0

What to inspect next

Frequently asked questions

Who sponsors the The Contractors Plan Trust?
The Contractors Plan Trust is reported as sponsored by The Contractors Plan Trust (EIN 20-0746005, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Contractors Plan Trust?
The latest Form 5500 filing year loaded for The Contractors Plan Trust is 2023.
How many participants does The Contractors Plan Trust report?
The Contractors Plan Trust reports 13,075 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Contractors Plan Trust?
The Contractors Plan Trust reports $9,946,778 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages