Retirement Income Security Plan-Capital Premium Financing, LLC — Form 5500 plan (Capital Premium Financing, LLC)
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, Retirement Income Security Plan-Capital Premium Financing, LLC is a benefit plan reported by Capital Premium Financing, LLC under EIN 82-0423224 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $7,388,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Premium Financing, LLC
- EIN
- 82-0423224
- Plan number
- 001
- Plan type
- 2
- Location
- Draper, UT
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $7,388,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241010220129NAL0010424403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,388,943
- Net assets (EOY)
- $7,388,943
- Net assets (BOY)
- $5,728,412
Income & contributions
- Employer contributions
- $318,343
- Participant contributions
- $634,311
- Total contributions
- $952,654
- Total income / additions
- $1,975,560
Expenses & distributions
- Benefits paid
- $260,211
- Administrative expenses
- $54,818
- Total expenses
- $315,029
- Net increase / (decrease)
- $1,660,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ep Wealth Advisors, Inc. | NONE | $29,108 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $15,774 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $8,582 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $1,354 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital Premium Financing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Draper, UT
- Ep Wealth Advisors, Inc. — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation