2023 Form 5500 filing — Cambridge Education Group Retirement 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 20241015140418NAL0016573155004) for Cambridge Education Group Retirement Plan, reported by Cambridge Education Group Holdings, Inc. under EIN 99-0376064 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140418NAL0016573155004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cambridge Education Group Holdings, Inc.
- EIN
- 99-0376064
- Plan number
- 001
- Location
- Braintree, MA
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,266,313
- Net assets (EOY)
- $4,266,313
- Employer contributions
- $149,381
- Participant contributions
- $240,845
- Total income / additions
- $1,080,296
- Benefits paid
- $827,743
- Administrative expenses
- $22,298
- Total expenses
- $852,240
- Net increase / (decrease)
- $228,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tbs Agency, Inc. | BROKER/DEALER | $0 | $9,874 |