Cds Life Transitions 403(B) Plan — Form 5500 plan (Cds Life Transitions)
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, Cds Life Transitions 403(B) Plan is a benefit plan reported by Cds Life Transitions under EIN 47-5672694 and plan number 001. The latest loaded filing year is 2023. The filing reports 880 participants and $11,663,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cds Life Transitions
- EIN
- 47-5672694
- Plan number
- 001
- Plan type
- 2
- Location
- Webster, NY
- Latest filing year
- 2023
- Participants
- 880
- End-of-year plan assets
- $11,663,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 880 | H, C | 20241015091641NAL0027924369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,663,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,663,639
- Net assets (BOY)
- $9,032,431
Income & contributions
- Employer contributions
- $367,967
- Participant contributions
- $1,315,427
- Total contributions
- $1,753,803
- Total income / additions
- $3,213,354
Expenses & distributions
- Benefits paid
- $520,757
- Administrative expenses
- $61,389
- Total expenses
- $582,146
- Net increase / (decrease)
- $2,631,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | NONE | $61,389 | $0 | 2023 |