Plan5500

Calumet Gp, LLC Retirement Savings Plan — Form 5500 plan (Calumet Gp, 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, Calumet Gp, LLC Retirement Savings Plan is a benefit plan reported by Calumet Gp, LLC under EIN 36-4579817 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,998 participants and $275,309,187 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$275.3MPlan net assets, end of year$275,309,187
Participants2KCovered participants reported1,998
Assets / participant$137.8KComputed: assets ÷ participants$137,792 (computed)
Provider compensation$33.3K2 Schedule C provider row(s)$33,304
Plan sponsor
Calumet Gp, LLC
EIN
36-4579817
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,998 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$275.3M total assets
Net assets$275.3MLiabilities$0
Money in vs. money out
Total income / additions$66M
Total expenses$23.8M
Benefits paid / distributions$23.8M
Contributions
Employer$8M
Participant$14.5M
Full reported line items

Net assets

Total assets (EOY)
$275,309,187
Total liabilities (EOY)
$0
Net assets (EOY)
$275,309,187
Net assets (BOY)
$233,132,087

Income & contributions

Employer contributions
$8,001,260
Participant contributions
$14,504,374
Total contributions
$24,226,255
Total income / additions
$66,007,323

Expenses & distributions

Benefits paid
$23,797,294
Administrative expenses
$32,929
Total expenses
$23,830,223
Net increase / (decrease)
$42,177,100
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$28.4K
    ADVISOR · Direct $28.4K
  2. 2
    Fidelity Investments Institutional$4.9K
    RECORDKEEPER · Direct $4.9K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Calumet Gp, LLC Retirement Savings Plan?
Calumet Gp, LLC Retirement Savings Plan is reported as sponsored by Calumet Gp, LLC (EIN 36-4579817, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Calumet Gp, LLC Retirement Savings Plan?
The latest Form 5500 filing year loaded for Calumet Gp, LLC Retirement Savings Plan is 2023.
How many participants does Calumet Gp, LLC Retirement Savings Plan report?
Calumet Gp, LLC Retirement Savings Plan reports 1,998 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Calumet Gp, LLC Retirement Savings Plan?
Calumet Gp, LLC Retirement Savings Plan reports $275,309,187 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages