Solera Holdings, LLC Retirement Savings Plan — Form 5500 plan (Claims Services 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, Solera Holdings, LLC Retirement Savings Plan is a benefit plan reported by Claims Services Group, LLC under EIN 94-2617005 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,394 participants and $287,725,639 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Claims Services Group, LLC
EIN
94-2617005
Plan number
001
Plan type
2
Location
Westlake, TX
Latest filing year
2023
Participants
5,394
End-of-year plan assets
$287,725,639

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,394H, C20260109155110NAL0010314241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$287,725,639
Total liabilities (EOY)
$0
Net assets (EOY)
$287,725,639
Net assets (BOY)
$233,015,107

Income & contributions

Employer contributions
$5,510,746
Participant contributions
$19,164,668
Total contributions
$27,221,811
Total income / additions
$70,508,406

Expenses & distributions

Benefits paid
$37,787,396
Administrative expenses
$345,079
Total expenses
$38,134,685
Net increase / (decrease)
$32,373,721

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$319,154$02023
Moss Adams LlpACCOUNTANT/AUDITOR$25,925not reported in the loaded dataset2023

Related Form 5500 pages