Tax Deferred Annuity Plan for Employees of Chugachmiut
ERISA Form 5500 plan record drawn from DOL EBSA โ verify with linked source filings below.
Sponsored by CHUGACHMIUT ยท Alaska ยท Healthcare & Social Assistance
What the 2023 filing shows
Tax Deferred Annuity Plan for Employees of Chugachmiut holds $5M for 82 participants - about $64,429 per participant, up 11.7% over the 2024 plan year.
- $5M
- total plan assets (2024 EOY)
- 82
- covered participants
- $64,429
- avg assets per participant
- +11.7%
- assets growth YoY
What the Filing Says About Tax Deferred Annuity Plan for Employees of Chugachmiut
Tax Deferred Annuity Plan for Employees of Chugachmiut is a Profit Sharing retirement plan sponsored by CHUGACHMIUT, headquartered in Alaska. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 82 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 920046614, and the plan has been effective since 1993-12-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $5M at the beginning of 2024 to $5M at year-end โ a gain of 11.7%. Net assets (after liabilities) closed the year at $5M, with reported net income of $552K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $5M |
| Total Assets (End of Year) | $5M |
| Net Assets (End of Year) | $5M |
| Net Income | $552K |
| Plan Type | Profit Sharing |
| Employer EIN | 920046614 |
| Plan Effective Date | 1993-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CHUGACHMIUT)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $10M |
| 2023 | 2 | 198 | $12M |
| 2024 | 1 | 82 | $5M |
Nearby Profit Sharing Plans in Alaska
Peer Profit Sharing plans โ same state, same plan type โ ranked by total assets.
- Alaska Native Tribal Health Consortium Retirement Savings Plan $192M ยท 3,491
- Alaska Native Tribal Health Consortium Retirement Plan $128M ยท 2,433
- Central Peninsula Hospital Retirement Plan $98M ยท 1,041
- Koniag Retirement Plan $96M ยท 2,207
- Koniag 401(k) Savings Plan $62M ยท 515
Related Data
Guides
Frequently Asked Questions
How much money is in the Tax Deferred Annuity Plan for Employees of Chugachmiut? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) โ original filing retrieval by EIN 920046614.
Reference: IRS Publication 560 โ Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B โ Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology โ how this data is sourced, computed, and verified.