Ali Group Retirement Plan — Form 5500 plan (Ali Group North America Corporation)
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, Ali Group Retirement Plan is a benefit plan reported by Ali Group North America Corporation under EIN 57-1149631 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,485 participants and $446,034,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ali Group North America Corporation
- EIN
- 57-1149631
- Plan number
- 004
- Plan type
- 2
- Location
- Vernon Hills, IL
- Latest filing year
- 2023
- Participants
- 4,485
- End-of-year plan assets
- $446,034,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,485 | H, C | 20241014084150NAL0013019795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $446,034,203
- Total liabilities (EOY)
- $37,500
- Net assets (EOY)
- $445,996,703
- Net assets (BOY)
- $171,338,901
Income & contributions
- Employer contributions
- $10,747,311
- Participant contributions
- $20,251,783
- Total contributions
- $32,794,140
- Total income / additions
- $86,937,308
Expenses & distributions
- Benefits paid
- $70,376,602
- Administrative expenses
- $586,825
- Total expenses
- $71,087,536
- Net increase / (decrease)
- $15,849,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $452,616 | $0 | 2023 |
| Capital Strategies Investment Group | NONE | $56,250 | not reported in the loaded dataset | 2023 |
| Wipfli | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Kronick Kalada Berdy & Co | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ali Group North America Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Vernon Hills, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Capital Strategies Investment Group — Schedule C compensation
- Wipfli — Schedule C compensation
- Kronick Kalada Berdy & Co — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation