2023 Form 5500 filing — The World Group Savings And Investment 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 20241001101334NAL0006918689002) for The World Group Savings And Investment Plan, reported by World Group LLC under EIN 82-2539058 and plan number 002. It reports 1,149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001101334NAL0006918689002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- World Group LLC
- EIN
- 82-2539058
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 1,149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,630,949
- Net assets (EOY)
- $63,630,949
- Employer contributions
- $3,003,304
- Participant contributions
- $5,345,179
- Total income / additions
- $18,263,159
- Benefits paid
- $4,747,589
- Administrative expenses
- $54,942
- Total expenses
- $4,803,128
- Net increase / (decrease)
- $13,460,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting Associates | NONE | $29,549 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $18,992 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $150 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |