Shell Point Thrift Plan — Form 5500 plan (The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R)
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, Shell Point Thrift Plan is a benefit plan reported by The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R under EIN 59-1166437 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,349 participants and $42,544,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R
- EIN
- 59-1166437
- Plan number
- 003
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 1,349
- End-of-year plan assets
- $42,544,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,349 | H, C | 20241220080828NAL0005942657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,544,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,544,334
- Net assets (BOY)
- $38,196,070
Income & contributions
- Employer contributions
- $1,276,925
- Participant contributions
- $3,368,161
- Total contributions
- $5,086,676
- Total income / additions
- $10,434,647
Expenses & distributions
- Benefits paid
- $5,919,072
- Administrative expenses
- $127,846
- Total expenses
- $6,086,383
- Net increase / (decrease)
- $4,348,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $71,507 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $42,543 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,121 | not reported in the loaded dataset | 2023 |
| Larson Allen Llp | AUDITOR | $3,675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Larson Allen Llp — Schedule C compensation