Tanana Chiefs Conference 403b Retirement Savings Plan — Form 5500 plan (Tanana Chiefs Conference)
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, Tanana Chiefs Conference 403b Retirement Savings Plan is a benefit plan reported by Tanana Chiefs Conference under EIN 92-0040308 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,298 participants and $16,832,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tanana Chiefs Conference
- EIN
- 92-0040308
- Plan number
- 002
- Plan type
- 2
- Location
- Fairbanks, AK
- Latest filing year
- 2023
- Participants
- 1,298
- End-of-year plan assets
- $16,832,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,298 | H, C | 20240913100304NAL0005890643002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,832,866
- Net assets (EOY)
- $16,832,866
- Net assets (BOY)
- $11,015,528
Income & contributions
- Participant contributions
- $4,050,901
- Total contributions
- $4,376,397
- Total income / additions
- $6,693,957
Expenses & distributions
- Benefits paid
- $903,351
- Administrative expenses
- $67,322
- Total expenses
- $970,673
- Net increase / (decrease)
- $5,723,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $56,322 | $0 | 2023 |
| Raymond James Financial Services | BROKER | $0 | $17,856 | 2023 |
| Altman, Rogers & Co | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tanana Chiefs Conference
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Fairbanks, AK
- Transamerica Retirement Solutions — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Altman, Rogers & Co — Schedule C compensation
- National Financial Services — Schedule C compensation