Extensis Group Retirement Savings Plan — Form 5500 plan (Extensis 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, Extensis Group Retirement Savings Plan is a benefit plan reported by Extensis Group, LLC under EIN 86-1064991 and plan number 333. The latest loaded filing year is 2023. The filing reports 9,291 participants and $475,595,713 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Extensis Group, LLC
EIN
86-1064991
Plan number
333
Plan type
3
Location
Woodbridge, NJ
Latest filing year
2023
Participants
9,291
End-of-year plan assets
$475,595,713

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,291H, C20241015193643NAL0030770913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$475,595,713
Net assets (EOY)
$475,595,713
Net assets (BOY)
$301,133,638

Income & contributions

Employer contributions
$20,187,528
Participant contributions
$52,462,268
Total contributions
$90,945,010
Total income / additions
$150,238,839

Expenses & distributions

Benefits paid
$35,842,458
Administrative expenses
$691,994
Total expenses
$36,656,735
Net increase / (decrease)
$113,582,104

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsuranRECORDKEEPER$615,994$02023
Merrill LynchINVESTMENT ADVISORY$76,000not reported in the loaded dataset2023
Charles Schwab & Co., Inc.SECURITIES BROKER$166$02023

Related Form 5500 pages