Plan5500

Employees Retirement Plan Of Si Group, Inc. — Form 5500 plan (Si Group, Inc.)

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, Employees Retirement Plan Of Si Group, Inc. is a benefit plan reported by Si Group, Inc. under EIN 14-1041790 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,734 participants and $306,497,292 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Si Group, Inc.
EIN
14-1041790
Plan number
001
Plan type
2
Location
The Woodlands, TX
Latest filing year
2023
Participants
2,734
End-of-year plan assets
$306,497,292

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,734H, C20250707110537NAL0008817346001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$306,497,292
Total liabilities (EOY)
$4,857,756
Net assets (EOY)
$301,639,536
Net assets (BOY)
$280,327,626

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$49,415,300

Expenses & distributions

Benefits paid
$25,364,860
Administrative expenses
$2,738,530
Total expenses
$28,103,390
Net increase / (decrease)
$21,311,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$391,926$02023
Capfinancial Partners, LLCRETAINED BY EMPLOYER$282,492not reported in the loaded dataset2023
Caron & Bletzer, PllcRETAINED BY EMPLOYER$19,080not reported in the loaded dataset2023

Related Form 5500 pages