Coleman World Group, LLC Savings & Protection Plan — Form 5500 plan (Coleman American Companies, 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, Coleman World Group, LLC Savings & Protection Plan is a benefit plan reported by Coleman American Companies, Inc. under EIN 63-0419836 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,598 participants and $32,814,891 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coleman American Companies, Inc.
EIN
63-0419836
Plan number
001
Plan type
2
Location
Midland City, AL
Latest filing year
2023
Participants
1,598
End-of-year plan assets
$32,814,891

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,598H, C20241014153109NAL0054205218001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,814,891
Total liabilities (EOY)
$95,637
Net assets (EOY)
$32,719,254
Net assets (BOY)
$27,979,365

Income & contributions

Employer contributions
$243,179
Participant contributions
$2,439,447
Total contributions
$2,702,626
Total income / additions
$7,662,566

Expenses & distributions

Benefits paid
$2,560,319
Administrative expenses
$164,172
Total expenses
$2,922,677
Net increase / (decrease)
$4,739,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$160,751$02023
Capsouth PartnersNONE$32,752not reported in the loaded dataset2023

Related Form 5500 pages