Crb Group, Inc 401(K) Plan — Form 5500 plan (Crb 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, Crb Group, Inc 401(K) Plan is a benefit plan reported by Crb Group, Inc. under EIN 84-3462211 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,914 participants and $198,410,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crb Group, Inc.
- EIN
- 84-3462211
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,914
- End-of-year plan assets
- $198,410,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,914 | H, C | 20241219135418NAL0007706560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,410,846
- Total liabilities (EOY)
- $14,792
- Net assets (EOY)
- $198,396,054
- Net assets (BOY)
- $172,320,063
Income & contributions
- Employer contributions
- $4,770,432
- Participant contributions
- $16,269,074
- Total contributions
- $22,740,573
- Total income / additions
- $55,412,733
Expenses & distributions
- Benefits paid
- $28,928,497
- Administrative expenses
- $320,144
- Total expenses
- $29,336,742
- Net increase / (decrease)
- $26,075,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $113,999 | not reported in the loaded dataset | 2023 |
| Mhm Retirement Plan Solutions | CONTRACT ADMIN | $52,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,638 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,162 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crb Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Cbiz Investment Advisory Services — Schedule C compensation
- Mhm Retirement Plan Solutions — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation