Commercial Insurance Associates 401(K) Plan — Form 5500 plan (Commercial Insurance Associates)
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, Commercial Insurance Associates 401(K) Plan is a benefit plan reported by Commercial Insurance Associates under EIN 81-0552954 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $8,333,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commercial Insurance Associates
- EIN
- 81-0552954
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $8,333,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241015140338NAL0016572099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,333,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,333,005
- Net assets (BOY)
- $6,213,065
Income & contributions
- Employer contributions
- $147,693
- Participant contributions
- $1,153,591
- Total contributions
- $1,738,428
- Total income / additions
- $2,760,251
Expenses & distributions
- Benefits paid
- $600,179
- Administrative expenses
- $38,768
- Total expenses
- $640,311
- Net increase / (decrease)
- $2,119,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $29,808 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $8,960 | $0 | 2023 |