Connor & Gallagher Onesource, Inc. Multiple Employer Retirement Plan — Form 5500 plan (Connor & Gallagher Onesource, 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, Connor & Gallagher Onesource, Inc. Multiple Employer Retirement Plan is a benefit plan reported by Connor & Gallagher Onesource, Inc. under EIN 47-5216035 and plan number 333. The latest loaded filing year is 2023. The filing reports 592 participants and $17,042,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connor & Gallagher Onesource, Inc.
- EIN
- 47-5216035
- Plan number
- 333
- Plan type
- 3
- Location
- Lisle, IL
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $17,042,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20241014105429NAL0044230800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,042,327
- Net assets (EOY)
- $17,042,327
- Net assets (BOY)
- $11,614,800
Income & contributions
- Employer contributions
- $452,711
- Participant contributions
- $1,573,036
- Total contributions
- $2,466,737
- Total income / additions
- $4,809,528
Expenses & distributions
- Benefits paid
- $1,473,064
- Administrative expenses
- $121,004
- Total expenses
- $1,594,068
- Net increase / (decrease)
- $3,215,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $50,561 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $27,400 | $0 | 2023 |
| Blue Chip Retirement Plans Inc. | CONTRACT ADMIN | $23,483 | $0 | 2023 |
| Sikich Llp | AUDITOR | $18,000 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $4,989 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connor & Gallagher Onesource, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lisle, IL
- Global Retirement Partners — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Chip Retirement Plans Inc. — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Empower Advisory Group — Schedule C compensation