Alaska › Other services › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Tanana Chiefs Conference 403(b) Retirement Savings Plan
Sponsored by Tanana Chiefs Conference, Fairbanks, AK
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Tanana Chiefs Conference 403(b) Retirement Savings Plan is a 403(b) plan sponsored by Tanana Chiefs Conference of Fairbanks, Alaska. For the plan year ending 31 Dec 2024 it reported 1,255 participants, 1,217 of them active, and net assets of $25.6M.
Net assets came to $20,403 per participant, well below the $50,295 median for defined contribution plans with 1,000 to 4,999 participants and well below the $40,686 median for defined contribution plans in other services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 4 service provider organisations paid $5,000 or more, with reported compensation of $134K: $107 per participant, well above the same-size median of $82.08. Administrative expenses charged to the plan were $107K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $11.0M in 2022 to $25.6M in 2024 (up 132%), and participants from 1,298 to 1,255 (down 3%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $20,403 | $50,295 | $40,686 | $53,102 |
| Employer contributions per active participant | — | $2,045 | $2,024 | $2,175 |
| Schedule C compensation per participant | $107 | $82.08 | $113 | $123 |
| Schedule C compensation, share of net assets | 0.52% | 0.17% | 0.30% | 0.26% |
| Administrative expenses per participant | $85.07 | $82.20 | $99.73 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 1,000 to 4,999 participants (10,207 plans), other services (2,675) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 1,255 | $25.6M | $20,402 | — | $4.8M | $134K |
| 2023 | 1,173 | $16.8M | $14,350 | — | $4.1M | $85K |
| 2022 | 1,298 | $11.0M | $8,487 | — | $3.7M | $43K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$16,832,866
- Employer contributions—
- Participant contributions$4,780,386
- Rollovers and other contributions$2,211,735
- Total contributions$6,992,121
- Total income, including investment results$9,780,839
- Benefits paid$901,722
- Administrative expenses$106,767
- Total expenses$1,008,489
- Net income$8,772,350
- Net transfers$0
- Net assets, end of year$25,605,216
Participants
- Active participants1,217
- Retired or separated, receiving benefits0
- Retired or separated, entitled to future benefits38
- Participants with account balances600
- Total participants, end of year1,255
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Transamerica Retirement Solutions | Claims processing; Recordkeeping and information management; Investment management; Participant loan processing; Participant communication | $95,267 | $0 |
| Raymond James Financial Services | Consulting (general); Insurance services | $0 | $27,163 |
| Altman, Rogers & Co. | Accounting (including auditing) | $11,500 | $0 |
| National Financial Services | Securities brokerage | $0 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Recordkeeping fees$95,267
- IQPA audit fees$11,500
- Total administrative expenses$106,767
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$24.4M · 95.2%
- Insurance company general account$898K · 3.5%
- Participant loans$319K · 1.2%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmAltman, Rogers & Co.
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondNo
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2FERISA section 404(c) plan2GTotal participant-directed account plan2LCode section 403(b)(1) arrangement (annuity contracts)2MCode section 403(b)(7) accounts (custodial accounts for regulated investment company stock)2TTotal or partial participant-directed account plan with a default investment account3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 813000: Religious, Grantmaking, Civic, Professional, & Similar Organizations (including condominium and homeowners associations).
Other plans of Tanana Chiefs Conference
| Plan | Participants | Net assets |
|---|---|---|
| Profit Sharing Plan for Employees of Tanana Chiefs Conference | 1,648 | $67.0M |
Similar plans in Alaska
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Denali Universal Services 401(k) Retirement Plan | Denali Universal Services, LLC | 1,572 | $40.4M | $25,683 |
| Brooks Range 401(k) Profit Sharing Plan K'Oyitl'Ots'Ina, Ltd. | K'Oyitl'Ots'Ina Ltd. | 924 | $29.1M | $31,481 |
| Profit Sharing Plan for Employees of Tanana Chiefs Conference | Tanana Chiefs Conference | 1,648 | $67.0M | $40,654 |
| 403(b) Thrift Plan for Employees of the Foraker Group | The Foraker Group | 403 | $11.6M | $28,880 |
| Onc 401(k) Plan | Ouzinkie Native Corporation | 2,561 | $39.1M | $15,278 |
| Gana-A'Yoo Limited 401(k) Retirement Plan | Gana-A'Yoo, Limited and Subsidiaries | 297 | $5.4M | $18,246 |
Defined contribution plans in other services closest in size.
Questions and answers
How big is Tanana Chiefs Conference 403(b) Retirement Savings Plan?
1,255 participants at the end of the plan year ending 31 Dec 2024, of whom 1,217 were active employees, with net assets of $25,605,216. Among defined contribution plans that places it in the 1,000 to 4,999 participants band, which held 10,207 plans in plan year 2024.
What does Tanana Chiefs Conference contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $133,930 in compensation to service provider organisations, $107 per participant or 0.52% of net assets. The same-size median among plans reporting any Schedule C compensation was $82.08 per participant. Administrative expenses on Schedule H were $106,767. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Tanana Chiefs Conference. Recordkeeping or administration: Transamerica Retirement Solutions. Investment advisory or management: Transamerica Retirement Solutions. The financial statements were audited by Altman, Rogers & Co.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 1 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 92-0040308, plan 002, received 1 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.