Plan5500

Crest Insurance 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, Crest Insurance Group, LLC (EIN 27-2359016) is a plan sponsor located in Tucson, AZ with 2 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
27-2359016
Location
Tucson, AZ
Loaded plans
2
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 Crest Insurance Group, LLC

  • 2 loaded plans hold $11.6M in reported assets.
  • The largest, Crest Insurance Group, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 503 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6MSummed across loaded plans$11,558,126
Total reported assets$11.6M$11,558,126
Total reported participants503
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.6M total assets
Net assets$11.6MLiabilities$0
Contributions & income
Employer contributions$299.4K
Participant contributions$1.2M
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (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%Crest Insurance Group, LLC 401(K) Plan
Participants per plan252Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Crest Insurance Group, LLC 401(K) Plan$11.6M
    Plan #001 · 256 participants · 2023
  2. 2
    Crest Insurance Group, LLC Health & Welfare Plannot reported in the loaded dataset
    Plan #502 · 247 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 Crest Insurance Group, LLC. Open one for its full reported snapshot.

  1. 2023
    Crest Insurance Group, LLC 401(K) Plan256 participants · 2Sch HSch C
    View filing →
  2. 2023
    Crest Insurance Group, LLC Health & Welfare Plan247 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Crest Insurance Group, LLC report on Form 5500?
Crest Insurance Group, LLC (EIN 27-2359016) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Crest Insurance Group, LLC?
The Employer Identification Number (EIN) reported for Crest Insurance Group, LLC is 27-2359016.
What is the latest Form 5500 filing year for Crest Insurance Group, LLC?
The latest loaded Form 5500 filing year for Crest Insurance Group, LLC is 2023.

Related Form 5500 pages