Collegis, 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, Collegis, LLC (EIN 80-0957651) is a plan sponsor located in Oak Brook, 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
80-0957651
Location
Oak Brook, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$38,806,616
Total reported liabilities (EOY)
$39,044
Total reported net assets (EOY)
$38,767,572

Contributions & income

Employer contributions
$1,184,169
Participant contributions
$3,636,498
Total income / additions
$11,361,750

Expenses & distributions

Benefits paid / distributions
$6,875,546
Total expenses
$7,045,765
Net increase / (decrease)
$4,315,985

Coverage

Total reported participants
1,342
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

Collegis, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Collegis LLC 401(K) Plan001654$38,806,6162023
Collegis, LLC Welfare Benefit Plan501688not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Collegis, LLC
YearPlanParticipantsSchedulesFiling
2023Collegis, LLC Welfare Benefit Plan68820240729131740NAL0018800033001
2023Collegis LLC 401(K) Plan654H, C20241014125832NAL0052330930004

Related Form 5500 pages