The World Group Savings And Investment Plan — Form 5500 plan (World Group LLC)
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, The World Group Savings And Investment Plan is a benefit plan reported by World Group LLC under EIN 82-2539058 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,149 participants and $63,630,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- World Group LLC
- EIN
- 82-2539058
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,149
- End-of-year plan assets
- $63,630,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,149 | H, C | 20241001101334NAL0006918689002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,630,949
- Net assets (EOY)
- $63,630,949
- Net assets (BOY)
- $46,595,587
Income & contributions
- Employer contributions
- $3,003,304
- Participant contributions
- $5,345,179
- Total contributions
- $8,926,479
- Total income / additions
- $18,263,159
Expenses & distributions
- Benefits paid
- $4,747,589
- Administrative expenses
- $54,942
- Total expenses
- $4,803,128
- Net increase / (decrease)
- $13,460,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Consulting Associates | NONE | $29,549 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $18,992 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $150 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for World Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Highland Consulting Associates — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation