2023 Form 5500 filing — Clifty Group,LLC Wrap Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723170202NAL0012197761001) for Clifty Group,LLC Wrap Plan, reported by Clifty Group LLC under EIN 81-4578664 and plan number 501. It reports 131 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

EFAST2 acknowledgement
20240723170202NAL0012197761001
Filing year
2023
Form type
2
Plan sponsor
Clifty Group LLC
EIN
81-4578664
Plan number
501
Location
Ft Collins, CO
Participants
131
Schedules available
Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
BcbsmnCLAIMS PROCESSING$33,830$39,612
Ddmn Aso, LLCBENEFIT ADMINISTRATOR$10,521not reported in the loaded dataset
Christensen GroupAGENT/AGENCYnot reported in the loaded dataset$4,356

Related Form 5500 pages