Cbm Retirement Investment And 401(K) Plan — Form 5500 plan (Bankers Retirement Services, Inc.)
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, Cbm Retirement Investment And 401(K) Plan is a benefit plan reported by Bankers Retirement Services, Inc. under EIN 85-3255425 and plan number 001. The latest loaded filing year is 2023. The filing reports 924 participants and $54,498,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bankers Retirement Services, Inc.
- EIN
- 85-3255425
- Plan number
- 001
- Plan type
- 3
- Location
- East Lansing, MI
- Latest filing year
- 2023
- Participants
- 924
- End-of-year plan assets
- $54,498,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 924 | H, C | 20241015120624NAL0028326801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,498,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,498,699
- Net assets (BOY)
- $46,483,971
Income & contributions
- Employer contributions
- $1,533,149
- Participant contributions
- $3,728,830
- Total contributions
- $5,707,097
- Total income / additions
- $13,704,645
Expenses & distributions
- Benefits paid
- $5,554,800
- Administrative expenses
- $135,117
- Total expenses
- $5,689,917
- Net increase / (decrease)
- $8,014,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuuity Insurance Company | RECORDKEEPER | $79,761 | $0 | 2023 |
| Bankers Retirement Services, Inc. | TRUSTEE | $8,255 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGER | $5,864 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bankers Retirement Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in East Lansing, MI
- Empower Annuuity Insurance Company — Schedule C compensation
- Bankers Retirement Services, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation