Christian Labor Assn Pension Trust Defined Benefit Plan — Form 5500 plan (Board Of Trustees Of Christian Labor)

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, Christian Labor Assn Pension Trust Defined Benefit Plan is a benefit plan reported by Board Of Trustees Of Christian Labor under EIN 41-6149933 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,104 participants and $54,718,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Christian Labor
EIN
41-6149933
Plan number
001
Plan type
1
Location
Brainerd, MN
Latest filing year
2023
Participants
1,104
End-of-year plan assets
$54,718,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,104H, C20240924081507NAL0022456448002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,718,549
Net assets (EOY)
$54,718,549
Net assets (BOY)
$49,731,491

Income & contributions

Employer contributions
$770,207
Total contributions
$770,207
Total income / additions
$8,937,180

Expenses & distributions

Benefits paid
$3,507,624
Administrative expenses
$442,498
Total expenses
$3,950,122
Net increase / (decrease)
$4,987,058

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pruco Securities, LLCINVESTMENT ADVISOR$208,175not reported in the loaded dataset2023
Westberg Eischens, PllpACCOUNTANT$73,930not reported in the loaded dataset2023
Securities AmericaINVESTMENT ADVISOR$69,023not reported in the loaded dataset2023
Via Actuarial SolutionsACTUARY$19,998not reported in the loaded dataset2023
Stinson, LlpLEGAL$6,219not reported in the loaded dataset2023
Rba, Inc.COMPUTER CONSULTING$5,020not reported in the loaded dataset2023

Related Form 5500 pages