The Alliance 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 Alliance Group (EIN 91-1858530) is a plan sponsor located in Chandler, AZ 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
91-1858530
Location
Chandler, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$40,360,521
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$40,360,521

Contributions & income

Employer contributions
$1,716,493
Participant contributions
$3,929,057
Total income / additions
$11,874,262

Expenses & distributions

Benefits paid / distributions
$4,436,089
Total expenses
$4,493,320
Net increase / (decrease)
$7,380,942

Coverage

Total reported participants
3,608
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 Alliance Group plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Alliance Group Retirement Plan0012,548$40,360,5212023
Guardian Life Insurance Copany Plans5011,060not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Alliance Group
YearPlanParticipantsSchedulesFiling
2023Alliance Group Retirement Plan2,548H, C20241009105834NAL0037533826001
2023Guardian Life Insurance Copany Plans1,06020250204173031NAL0016571378001

Related Form 5500 pages