Corporate 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, Corporate Group, Inc. (EIN 39-1532865) is a plan sponsor located in Milwaukee, WI 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
39-1532865
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,946,818
Total reported net assets (EOY)
$21,946,818

Contributions & income

Employer contributions
$490,605
Participant contributions
$2,851,846
Total income / additions
$7,065,219

Expenses & distributions

Benefits paid / distributions
$5,315,199
Total expenses
$5,386,271
Net increase / (decrease)
$1,678,948

Coverage

Total reported participants
1,419
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Corporate Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Corporate Group, Inc. 401(K) Plan001903$21,946,8182023
Corporate Group Self-Funded Health And Welfare Plan550516not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Corporate Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Corporate Group Self-Funded Health And Welfare Plan51620240620145020NAL0001033379001
2023Corporate Group, Inc. 401(K) Plan903H, C20240731145725NAL0036909088002

Related Form 5500 pages