Claims Services 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, Claims Services Group, LLC (EIN 94-2617005) is a plan sponsor located in Westlake, TX 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
94-2617005
Location
Westlake, TX
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$287,725,639
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$287,725,639

Contributions & income

Employer contributions
$5,510,746
Participant contributions
$19,164,668
Total income / additions
$70,508,406

Expenses & distributions

Benefits paid / distributions
$37,787,396
Total expenses
$38,134,685
Net increase / (decrease)
$32,373,721

Coverage

Total reported participants
5,394
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

Claims Services Group, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Solera Holdings, LLC Retirement Savings Plan0015,394$287,725,6392023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Claims Services Group, LLC
YearPlanParticipantsSchedulesFiling
2023Solera Holdings, LLC Retirement Savings Plan5,394H, C20260109155110NAL0010314241001

Related Form 5500 pages