Chamber Benefit Arrangement Trust — Form 5500 plan (Chamber Benefit Arrangement Trust)
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, Chamber Benefit Arrangement Trust is a benefit plan reported by Chamber Benefit Arrangement Trust under EIN 82-5056803 and plan number 501. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,731,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chamber Benefit Arrangement Trust
- EIN
- 82-5056803
- Plan number
- 501
- Plan type
- 4
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $7,731,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250616145033NAL0001700000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,731,609
- Total liabilities (EOY)
- $5,989,938
- Net assets (EOY)
- $1,741,671
- Net assets (BOY)
- $1,205,200
Income & contributions
- Total contributions
- $0
- Total income / additions
- $188,082
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $4,572,702
- Total expenses
- $4,572,702
- Net increase / (decrease)
- -$4,384,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Apex Benefits Services, LLC | N/A | $3,865,994 | not reported in the loaded dataset | 2023 |
| Consoliplex Cba LLC | N/A | $416,260 | not reported in the loaded dataset | 2023 |
| Formfire | N/A | $58,320 | not reported in the loaded dataset | 2023 |
| Maloney + Novotny LLC | N/A | $35,333 | not reported in the loaded dataset | 2023 |
| Navia Benefit Solutions | N/A | $33,560 | not reported in the loaded dataset | 2023 |
| Optum | N/A | $8,415 | not reported in the loaded dataset | 2023 |
| Pnc Financial Services | N/A | $6,321 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chamber Benefit Arrangement Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Apex Benefits Services, LLC — Schedule C compensation
- Consoliplex Cba LLC — Schedule C compensation
- Formfire — Schedule C compensation
- Maloney + Novotny LLC — Schedule C compensation
- Navia Benefit Solutions — Schedule C compensation
- Optum — Schedule C compensation
- Pnc Financial Services — Schedule C compensation