2023 Form 5500 filing — Employees Retirement Plan Of Si Group, Inc.
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 20250707110537NAL0008817346001) for Employees Retirement Plan Of Si Group, Inc., reported by Si Group, Inc. under EIN 14-1041790 and plan number 001. It reports 2,734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250707110537NAL0008817346001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Si Group, Inc.
- EIN
- 14-1041790
- Plan number
- 001
- Location
- The Woodlands, TX
- Participants
- 2,734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $306,497,292
- Total liabilities (EOY)
- $4,857,756
- Net assets (EOY)
- $301,639,536
- Employer contributions
- $0
- Total income / additions
- $49,415,300
- Benefits paid
- $25,364,860
- Administrative expenses
- $2,738,530
- Total expenses
- $28,103,390
- Net increase / (decrease)
- $21,311,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $391,926 | $0 |
| Capfinancial Partners, LLC | RETAINED BY EMPLOYER | $282,492 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | RETAINED BY EMPLOYER | $19,080 | not reported in the loaded dataset |