Plan5500

Halloran Consulting Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Halloran Consulting Group, Inc. (EIN 04-3408953) is a plan sponsor located in Boston, MA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3408953
Location
Boston, MA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Halloran Consulting Group, Inc.

  • 3 loaded plans hold $27.3M in reported assets.
  • The largest, Halloran Retirement Plan, holds 53% of this company's reported plan assets.
  • Plans cover 493 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.2MSummed across loaded plans$21,214,627
Total reported assets$27.3M$27,329,757
Total reported participants493
Total reported liabilities$6.1M$6,115,130

Reported net position

Reported assets = net assets + liabilities (summed)$27.3M total assets
Net assets$21.2MLiabilities$6.1M
Contributions & income
Employer contributions$5.6M
Participant contributions$1.7M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.3M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets53%Halloran Retirement Plan
Participants per plan164Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Halloran Retirement Plan$14.6M
    Plan #001 · 194 participants · 2023
  2. 2
    Halloran Consulting Group, Inc. Employee Stock Ownership Plan$12.7M
    Plan #002 · 149 participants · 2023
  3. 3
    Halloran Consulting Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 150 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Halloran Consulting Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Halloran Consulting Wrap Benefit Plan150 participants · 2No schedules
    View filing →
  2. 2023
    Halloran Retirement Plan194 participants · 2Sch HSch C
    View filing →
  3. 2023
    Halloran Consulting Group, Inc. Employee Stock Ownership Plan149 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Halloran Consulting Group, Inc. report on Form 5500?
Halloran Consulting Group, Inc. (EIN 04-3408953) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Halloran Consulting Group, Inc.?
The Employer Identification Number (EIN) reported for Halloran Consulting Group, Inc. is 04-3408953.
What is the latest Form 5500 filing year for Halloran Consulting Group, Inc.?
The latest loaded Form 5500 filing year for Halloran Consulting Group, Inc. is 2023.

Related Form 5500 pages