Claims Recovery Financial Services 401k Plan — Form 5500 plan (Claims Recovery Financial Services LLC)
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, Claims Recovery Financial Services 401k Plan is a benefit plan reported by Claims Recovery Financial Services LLC under EIN 20-3866006 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $4,666,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Claims Recovery Financial Services LLC
- EIN
- 20-3866006
- Plan number
- 001
- Plan type
- 2
- Location
- Albion, NY
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $4,666,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241014160725NAL0027815681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,666,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,666,169
- Net assets (BOY)
- $4,319,581
Income & contributions
- Employer contributions
- $43,233
- Participant contributions
- $193,621
- Total contributions
- $236,854
- Total income / additions
- $952,168
Expenses & distributions
- Benefits paid
- $562,103
- Administrative expenses
- $43,477
- Total expenses
- $605,580
- Net increase / (decrease)
- $346,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $38,456 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $10,779 | $0 | 2023 |
| Pps Pension Services Inc | THIRDPARTYADMIN | $6,771 | $3,441 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Claims Recovery Financial Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albion, NY
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Pps Pension Services Inc — Schedule C compensation