2023 Form 5500 filing — Colonial Group, Inc. Employee Stock Ownership 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 20241015141101NAL0029924657001) for Colonial Group, Inc. Employee Stock Ownership Plan, reported by Colonial Group, Inc. under EIN 58-2063421 and plan number 011. It reports 1,121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141101NAL0029924657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colonial Group, Inc.
- EIN
- 58-2063421
- Plan number
- 011
- Location
- Savannah, GA
- Participants
- 1,121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,993,785
- Total liabilities (EOY)
- $35,888,162
- Net assets (EOY)
- $40,105,623
- Total income / additions
- $48,064,570
- Benefits paid
- $1,133,533
- Administrative expenses
- $34,768,778
- Total expenses
- $35,902,311
- Net increase / (decrease)
- $12,162,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | -$325 | $0 |