Colonial Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Colonial 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, Colonial Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Colonial Group, Inc. under EIN 58-2063421 and plan number 011. The latest loaded filing year is 2023. The filing reports 1,121 participants and $75,993,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colonial Group, Inc.
EIN
58-2063421
Plan number
011
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
1,121
End-of-year plan assets
$75,993,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,121H, C20241015141101NAL0029924657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,993,785
Total liabilities (EOY)
$35,888,162
Net assets (EOY)
$40,105,623
Net assets (BOY)
$27,955,865

Income & contributions

Total contributions
$0
Total income / additions
$48,064,570

Expenses & distributions

Benefits paid
$1,133,533
Administrative expenses
$34,768,778
Total expenses
$35,902,311
Net increase / (decrease)
$12,162,259

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR-$325$02023

Related Form 5500 pages