Plan5500

Calumet Gp, 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, Calumet Gp, LLC (EIN 36-4579817) is a plan sponsor located in Indianapolis, IN 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
36-4579817
Location
Indianapolis, IN
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 Calumet Gp, LLC

  • 4 loaded plans hold $302.3M in reported assets.
  • The largest, Calumet Gp, LLC Retirement Savings Plan, holds 91% of this company's reported plan assets.
  • Plans cover 3,981 reported participants.
  • 3 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$302.3MSummed across loaded plans$302,291,024
Total reported assets$302.3M$302,291,024
Total reported participants4K3,981
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$302.3M total assets
Net assets$302.3MLiabilities$0
Contributions & income
Employer contributions$8M
Participant contributions$14.5M
Total income / additions$68.5M
Expenses & distributions
Benefits paid / distributions$25.8M
Total expenses$25.8M
Net increase / (decrease)$42.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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 assets91%Calumet Gp, LLC Retirement Savings Plan
Participants per plan995Average 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. 1
    Calumet Gp, LLC Retirement Savings Plan$275.3M
    Plan #001 · 1,998 participants · 2023
  2. 2
    Penreco Pension Plan$23.5M
    Plan #002 · 330 participants · 2023
  3. 3
    Retirement Plan For Montana Refining Employees Of Calumet Gp, LLC$3.5M
    Plan #008 · 124 participants · 2023
  4. 4
    Calumet Gp, LLC Group Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,529 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 Calumet Gp, LLC. Open one for its full reported snapshot.

  1. 2023
    Calumet Gp, LLC Group Benefit Plan1,529 participants · 2No schedules
    View filing →
  2. 2023
    Calumet Gp, LLC Retirement Savings Plan1,998 participants · 2Sch HSch C
    View filing →
  3. 2023
    Penreco Pension Plan330 participants · 2Sch H
    View filing →
  4. 2023
    Retirement Plan For Montana Refining Employees Of Calumet Gp, LLC124 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Calumet Gp, LLC report on Form 5500?
Calumet Gp, LLC (EIN 36-4579817) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Calumet Gp, LLC?
The Employer Identification Number (EIN) reported for Calumet Gp, LLC is 36-4579817.
What is the latest Form 5500 filing year for Calumet Gp, LLC?
The latest loaded Form 5500 filing year for Calumet Gp, LLC is 2023.

Related Form 5500 pages