Plan5500

Curran Group Retirement Plan — Form 5500 plan (Curran 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, Curran Group Retirement Plan is a benefit plan reported by Curran Group, Inc. under EIN 36-2848218 and plan number 011. The latest loaded filing year is 2023. The filing reports 2,132 participants and $238,495,568 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curran Group, Inc.
EIN
36-2848218
Plan number
011
Plan type
2
Location
Crystal Lake, IL
Latest filing year
2023
Participants
2,132
End-of-year plan assets
$238,495,568

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,132H, C20241015115402NAL0014538659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$238,495,568
Total liabilities (EOY)
$58,979
Net assets (EOY)
$238,436,589
Net assets (BOY)
$202,993,966

Income & contributions

Employer contributions
$11,289,639
Participant contributions
$8,770,676
Total contributions
$20,667,775
Total income / additions
$53,037,418

Expenses & distributions

Benefits paid
$17,276,393
Administrative expenses
$318,402
Total expenses
$17,594,795
Net increase / (decrease)
$35,442,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$222,089not reported in the loaded dataset2023
Fiducient Advisors LLCNONE$90,013not reported in the loaded dataset2023
Crowe LlpNONE$6,300not reported in the loaded dataset2023
Matrix Trust Company NaNONE$0$02023

Related Form 5500 pages