Plan5500

Contractors Retirement Plan — Form 5500 plan (Georgia Utility Contractors Association, 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, Contractors Retirement Plan is a benefit plan reported by Georgia Utility Contractors Association, Inc. under EIN 58-1105177 and plan number 001. The latest loaded filing year is 2023. The filing reports 885 participants and $22,741,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Georgia Utility Contractors Association, Inc.
EIN
58-1105177
Plan number
001
Plan type
3
Location
Forest Park, GA
Latest filing year
2023
Participants
885
End-of-year plan assets
$22,741,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023885H, C20241021124359NAL0000860419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,741,650
Total liabilities (EOY)
$1,307
Net assets (EOY)
$22,740,343
Net assets (BOY)
$17,125,109

Income & contributions

Employer contributions
$1,279,986
Participant contributions
$1,874,404
Total contributions
$3,160,075
Total income / additions
$6,781,632

Expenses & distributions

Benefits paid
$907,951
Administrative expenses
$198,078
Total expenses
$1,119,710
Net increase / (decrease)
$5,661,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$103,842not reported in the loaded dataset2023
Bensource Employee BenefitsNONE$62,213not reported in the loaded dataset2023
Cambridge Investment Research, Inc.BROKER DEALER$8,484not reported in the loaded dataset2023
Charles Schwab BankNONE$7,481$02023

Related Form 5500 pages