Erickson Immigration Group Retirement Plan — Form 5500 plan (Erickson Immigration Group)
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, Erickson Immigration Group Retirement Plan is a benefit plan reported by Erickson Immigration Group under EIN 54-1440981 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $12,548,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erickson Immigration Group
- EIN
- 54-1440981
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $12,548,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241014173418NAL0013694083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,548,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,548,382
- Net assets (BOY)
- $8,293,290
Income & contributions
- Employer contributions
- $739,438
- Participant contributions
- $1,580,319
- Total contributions
- $2,908,355
- Total income / additions
- $4,799,712
Expenses & distributions
- Benefits paid
- $488,619
- Administrative expenses
- $56,001
- Total expenses
- $544,620
- Net increase / (decrease)
- $4,255,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,000 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISORY | $0 | $21,208 | 2023 |