The Employer Group — 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, The Employer Group (EIN 39-1825035) is a plan sponsor located in Verona, WI with 1 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
39-1825035
Location
Verona, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$25,219,940
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$25,219,940

Contributions & income

Employer contributions
$1,216,518
Participant contributions
$3,269,032
Total income / additions
$8,744,203

Expenses & distributions

Benefits paid / distributions
$6,690,782
Total expenses
$6,928,137
Net increase / (decrease)
$1,816,066

Coverage

Total reported participants
2,498
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

The Employer Group plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Employer Group Retirement Savings Plan001829$25,219,9402023
The Employer Group Employee Benefits Plan5021,669not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Employer Group
YearPlanParticipantsSchedulesFiling
2023The Employer Group Employee Benefits Plan1,66920240710122653NAL0031898594001
2023The Employer Group Retirement Savings Plan829H, C20241009130807NAL0019235265001

Related Form 5500 pages