Carrier Group Benefits, LLC 401(K) Plan — Form 5500 plan (Carrier Group Benefits, 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, Carrier Group Benefits, LLC 401(K) Plan is a benefit plan reported by Carrier Group Benefits, LLC under EIN 83-2483336 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $4,009,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrier Group Benefits, LLC
- EIN
- 83-2483336
- Plan number
- 001
- Plan type
- 2
- Location
- Skowhegan, ME
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $4,009,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241009084705NAL0009046003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,009,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,009,000
- Net assets (BOY)
- $2,801,762
Income & contributions
- Employer contributions
- $305,835
- Participant contributions
- $564,044
- Total contributions
- $879,204
- Total income / additions
- $1,406,168
Expenses & distributions
- Benefits paid
- $192,425
- Administrative expenses
- $6,361
- Total expenses
- $198,930
- Net increase / (decrease)
- $1,207,238
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $6,360 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carrier Group Benefits, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Skowhegan, ME
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Legg Mason — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation