How many benefit plans does The Chartis Group, LLC report on Form 5500?

The Chartis Group, LLC (EIN 36-4450952) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Chartis Group, LLC?

The Employer Identification Number (EIN) reported for The Chartis Group, LLC is 36-4450952.

What is the latest Form 5500 filing year for The Chartis Group, LLC?

The latest loaded Form 5500 filing year for The Chartis Group, LLC is 2023.

The Chartis Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Chartis Group, LLC (EIN 36-4450952) is a plan sponsor located in Chicago, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-4450952
Location: Chicago, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $114,904,471
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $114,904,471

Contributions & income

Employer contributions: $6,113,167
Participant contributions: $12,630,847
Total income / additions: $41,091,014

Expenses & distributions

Benefits paid / distributions: $9,178,128
Total expenses: $9,295,297
Net increase / (decrease): $31,795,717

Coverage

Total reported participants: 1,430
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Chartis Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Chartis Group, LLC 401(K) Plan	001	793	$114,904,471	2023
The Chartis Group LLC Welfare Benefits Plan	501	637	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Chartis Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Chartis Group LLC Welfare Benefits Plan	637	—	20240703173507NAL0010126976001
2023	Chartis Group, LLC 401(K) Plan	793	H, C	20241015124119NAL0016412179001