Cfni Retirement Plan — Form 5500 plan (Community Foundation Of Northwest Indiana, Inc.)
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, Cfni Retirement Plan is a benefit plan reported by Community Foundation Of Northwest Indiana, Inc. under EIN 31-1128781 and plan number 004. The latest loaded filing year is 2023. The filing reports 7,503 participants and $206,190,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Foundation Of Northwest Indiana, Inc.
- EIN
- 31-1128781
- Plan number
- 004
- Plan type
- 2
- Location
- Munster, IN
- Latest filing year
- 2023
- Participants
- 7,503
- End-of-year plan assets
- $206,190,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,503 | H, C | 20240927151931NAL0001151091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,190,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $206,190,521
- Net assets (BOY)
- $173,067,443
Income & contributions
- Employer contributions
- $16,659,743
- Total contributions
- $16,671,429
- Total income / additions
- $44,352,430
Expenses & distributions
- Benefits paid
- $10,969,641
- Administrative expenses
- $259,711
- Total expenses
- $11,229,352
- Net increase / (decrease)
- $33,123,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $219,331 | $0 | 2023 |
| Swartz Retson | AUDITOR | $26,380 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | CONSULTANT | $9,000 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | CONSULTANT | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Foundation Of Northwest Indiana, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Munster, IN
- Lincoln National Corporation — Schedule C compensation
- Swartz Retson — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Graystone Consulting — Schedule C compensation