2023 Form 5500 filing — The Employer Group Retirement Savings 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 20241009130807NAL0019235265001) for The Employer Group Retirement Savings Plan, reported by The Employer Group, Inc. under EIN 39-1825035 and plan number 001. It reports 829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130807NAL0019235265001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Employer Group, Inc.
- EIN
- 39-1825035
- Plan number
- 001
- Location
- Verona, WI
- Participants
- 829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,219,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,219,940
- Employer contributions
- $1,216,518
- Participant contributions
- $3,269,032
- Total income / additions
- $8,744,203
- Benefits paid
- $6,690,782
- Administrative expenses
- $235,014
- Total expenses
- $6,928,137
- Net increase / (decrease)
- $1,816,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $117,265 | $0 |
| Peak Retirement Group | THIRD PARTY ADMIN | $104,437 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY-PLAN | $90,004 | not reported in the loaded dataset |
| Vestwell | RECORDKEEPER | $79,211 | not reported in the loaded dataset |
| Mesirow Financial | INVESTMENT ADVISORY-PLAN | $3,187 | not reported in the loaded dataset |