Cf&I Retirees' Voluntary Employee Beneficiary Association Trust — Form 5500 plan (Cf&I Retirees Voluntary Employee Beneficiary Association 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, Cf&I Retirees' Voluntary Employee Beneficiary Association Trust is a benefit plan reported by Cf&I Retirees Voluntary Employee Beneficiary Association Trust under EIN 84-1232395 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,126 participants and $28,182,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cf&I Retirees Voluntary Employee Beneficiary Association Trust
- EIN
- 84-1232395
- Plan number
- 501
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 1,126
- End-of-year plan assets
- $28,182,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,126 | H, C | 20241005094155NAL0006400307004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,182,265
- Total liabilities (EOY)
- $37,995
- Net assets (EOY)
- $28,144,270
- Net assets (BOY)
- $28,953,025
Income & contributions
- Participant contributions
- $406,213
- Total contributions
- $406,213
- Total income / additions
- $3,305,876
Expenses & distributions
- Benefits paid
- $3,754,245
- Administrative expenses
- $360,386
- Total expenses
- $4,114,631
- Net increase / (decrease)
- -$808,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Disciplined Benefit Services, Inc. | NONE | $205,670 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, LLC | NONE | $30,660 | not reported in the loaded dataset | 2023 |
| Innovest Portfolio Solutions | NONE | $28,257 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management | NONE | $25,957 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | NONE | $15,010 | not reported in the loaded dataset | 2023 |
| Vectra Bank | NONE | $6,185 | not reported in the loaded dataset | 2023 |
| Riverside Printing | NONE | $5,136 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cf&I Retirees Voluntary Employee Beneficiary Association Trust
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Pueblo, CO
- Disciplined Benefit Services, Inc. — Schedule C compensation
- Calibre Cpa Group, LLC — Schedule C compensation
- Innovest Portfolio Solutions — Schedule C compensation
- Richmond Capital Management — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Vectra Bank — Schedule C compensation
- Riverside Printing — Schedule C compensation