Continental Insurance Group, Ltd 401(K) Profit Sharing Plan — Form 5500 plan (Continental Insurance Group, Ltd)

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, Continental Insurance Group, Ltd 401(K) Profit Sharing Plan is a benefit plan reported by Continental Insurance Group, Ltd under EIN 37-1781514 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $11,424,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Continental Insurance Group, Ltd
EIN
37-1781514
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
233
End-of-year plan assets
$11,424,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241010130524NAL0010007603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,424,413
Net assets (EOY)
$11,424,413
Net assets (BOY)
$8,475,005

Income & contributions

Employer contributions
$663,815
Participant contributions
$1,238,984
Total contributions
$2,275,223
Total income / additions
$3,924,842

Expenses & distributions

Benefits paid
$858,755
Administrative expenses
$116,679
Total expenses
$975,434
Net increase / (decrease)
$2,949,408

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$52,811$02023
Pensionmark Financial Group LLCNONE$39,977$02023
Retirement Plan SolutionsNONE$13,425$02023
Caron & Bletzer PllcAUDITOR$6,695$02023

Related Form 5500 pages