Cambridge Education Group Retirement Plan — Form 5500 plan (Cambridge Education Group Holdings, 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, Cambridge Education Group Retirement Plan is a benefit plan reported by Cambridge Education Group Holdings, Inc. under EIN 99-0376064 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $4,266,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cambridge Education Group Holdings, Inc.
EIN
99-0376064
Plan number
001
Plan type
2
Location
Braintree, MA
Latest filing year
2023
Participants
175
End-of-year plan assets
$4,266,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241015140418NAL0016573155004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,266,313
Net assets (EOY)
$4,266,313
Net assets (BOY)
$4,038,257

Income & contributions

Employer contributions
$149,381
Participant contributions
$240,845
Total contributions
$391,466
Total income / additions
$1,080,296

Expenses & distributions

Benefits paid
$827,743
Administrative expenses
$22,298
Total expenses
$852,240
Net increase / (decrease)
$228,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tbs Agency, Inc.BROKER/DEALER$0$9,8742023

Related Form 5500 pages