How many benefit plans does Erie Management Group, LLC report on Form 5500?

Erie Management Group, LLC (EIN 20-1336328) reports 4 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Erie Management Group, LLC?

The Employer Identification Number (EIN) reported for Erie Management Group, LLC is 20-1336328.

What is the latest Form 5500 filing year for Erie Management Group, LLC?

The latest loaded Form 5500 filing year for Erie Management Group, LLC is 2023.

Erie Management Group, LLC — 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, Erie Management Group, LLC (EIN 20-1336328) is a plan sponsor located in Erie, PA with 4 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: 20-1336328
Location: Erie, PA
Loaded plans: 4
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 Erie Management Group, LLC

4 loaded plans hold $9.6M in reported assets.
The largest, Erie Management Group, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
Plans cover 687 reported participants.
1 of 4 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.6MSummed across loaded plans$9,592,987

Total reported assets$9.6M$9,592,987

Total reported participants687

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets

Net assets$9.6MLiabilities$0

Contributions & income

Employer contributions$356K

Participant contributions$691.8K

Total income / additions$2.6M

Expenses & distributions

Benefits paid / distributions$1.2M

Total expenses$1.2M

Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 4 (25%)

Plans with provider compensation2 / 4 (50%)

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 assets100%Erie Management Group, LLC 401(K) Plan

Participants per plan172Average across loaded plans

Loaded plans4

Ranked by reported assets

Largest loaded plans

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

1
Erie Management Group, LLC 401(K) Plan$9.6M
Plan #001 · 249 participants · 2023
2
Erie Management Group, LLC Health Plannot reported in the loaded dataset
Plan #501 · 147 participants · 2023
3
Erie Management Group, LLC Dental Plannot reported in the loaded dataset
Plan #502 · 147 participants · 2023
4
Erie Management Group, LLC Life And Disability Plannot reported in the loaded dataset
Plan #503 · 144 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 Erie Management Group, LLC. Open one for its full reported snapshot.

2023
Erie Management Group, LLC Life And Disability Plan144 participants · 2No schedules
View filing →
2023
Erie Management Group, LLC Health Plan147 participants · 2Sch C
View filing →
2023
Erie Management Group, LLC Dental Plan147 participants · 2No schedules
View filing →
2023
Erie Management Group, LLC 401(K) Plan249 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Erie Management Group, LLC report on Form 5500?: Erie Management Group, LLC (EIN 20-1336328) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Erie Management Group, LLC?: The Employer Identification Number (EIN) reported for Erie Management Group, LLC is 20-1336328.
What is the latest Form 5500 filing year for Erie Management Group, LLC?: The latest loaded Form 5500 filing year for Erie Management Group, LLC is 2023.