Premier Forge 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, Premier Forge Group, LLC (EIN 83-4343140) is a plan sponsor located in Portland, IN with 12 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
- 83-4343140
- Location
- Portland, IN
- Loaded plans
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,853,872
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $18,853,872
Contributions & income
- Employer contributions
- $700,498
- Participant contributions
- $1,212,738
- Total income / additions
- $4,874,497
Expenses & distributions
- Benefits paid / distributions
- $3,000,578
- Total expenses
- $3,085,626
- Net increase / (decrease)
- $1,788,871
Coverage
- Total reported participants
- 2,528
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Premier Forge Group Non-Union 401(K) Plan | 002 | 228 | $14,887,306 | 2023 |
| Premier Forge Group Retirement Plan | 001 | 175 | $3,966,566 | 2023 |
| Premier Forge Group Life Insurance Plan | 504 | 325 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Health Plan | 501 | 280 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Dental Plan | 502 | 263 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Short Term Disability Plan | 505 | 257 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Long Term Disability Plan | 506 | 229 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Vision Plan | 503 | 207 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Voluntary Accident Plan | 511 | 164 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Voluntary Hospital Indemnity Plan | 513 | 143 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Voluntary Critical Illness Plan | 512 | 135 | not reported in the loaded dataset | 2023 |
| Premier Forge Group Voluntary Life And Ad&D | 510 | 122 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Premier Forge Group Dental Plan | 263 | — | 20250513121735NAL0039932498001 |
| 2023 | Premier Forge Group Health Plan | 280 | — | 20250513121754NAL0017767569001 |
| 2023 | Premier Forge Group Life Insurance Plan | 325 | — | 20250513121815NAL0013359107001 |
| 2023 | Premier Forge Group Long Term Disability Plan | 229 | — | 20250513121834NAL0011992099001 |
| 2023 | Premier Forge Group Short Term Disability Plan | 257 | — | 20250513121852NAL0011992387001 |
| 2023 | Premier Forge Group Vision Plan | 207 | — | 20250513121910NAL0028257616001 |
| 2023 | Premier Forge Group Voluntary Accident Plan | 164 | — | 20250513121933NAL0013360483001 |
| 2023 | Premier Forge Group Voluntary Critical Illness Plan | 135 | — | 20250513121953NAL0018076273001 |