Mid-State Group Inc. Savings & Retirement Plan — Form 5500 plan (Mid-State 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, Mid-State Group Inc. Savings & Retirement Plan is a benefit plan reported by Mid-State Group Inc. under EIN 39-1661482 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $26,236,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-State Group Inc.
- EIN
- 39-1661482
- Plan number
- 001
- Plan type
- 2
- Location
- Shawnee Mission, KS
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $26,236,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20250829160648NAL0022606882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,236,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,236,238
- Net assets (BOY)
- $23,078,816
Income & contributions
- Employer contributions
- $192,774
- Participant contributions
- $1,093,553
- Total contributions
- $1,286,327
- Total income / additions
- $6,231,078
Expenses & distributions
- Benefits paid
- $2,968,258
- Administrative expenses
- $105,398
- Total expenses
- $3,073,656
- Net increase / (decrease)
- $3,157,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tfb Advisors,LLC | INVEST MGMT | $97,290 | not reported in the loaded dataset | 2023 |
| Tax Favored Benefits, Inc. | THIRD PARTY ADMINISTRATO | $6,075 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $3,105 | not reported in the loaded dataset | 2023 |