Endurance Group, LLC 401(K) Plan — Form 5500 plan (Endurance Group, LLC)

Plain-English plan 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, Endurance Group, LLC 401(K) Plan is a benefit plan reported by Endurance Group, LLC under EIN 11-3665774 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $9,656,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Endurance Group, LLC
EIN
11-3665774
Plan number
001
Plan type
2
Location
Broomall, PA
Latest filing year
2023
Participants
135
End-of-year plan assets
$9,656,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241001150635NAL0004125651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,656,283
Total liabilities (EOY)
$0
Net assets (EOY)
$9,656,283
Net assets (BOY)
$7,574,431

Income & contributions

Employer contributions
$283,615
Participant contributions
$748,793
Total contributions
$1,032,408
Total income / additions
$2,524,671

Expenses & distributions

Benefits paid
$399,935
Administrative expenses
$42,884
Total expenses
$442,819
Net increase / (decrease)
$2,081,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$4,114$02023

Related Form 5500 pages