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

The Colony Group, LLC (EIN 90-0751149) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Colony Group, LLC?

The Employer Identification Number (EIN) reported for The Colony Group, LLC is 90-0751149.

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

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

The Colony 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 Colony Group, LLC (EIN 90-0751149) is a plan sponsor located in Boston, MA 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: 90-0751149
Location: Boston, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $70,605,041
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $70,605,041

Contributions & income

Employer contributions: $2,663,081
Participant contributions: $4,284,946
Total income / additions: $22,794,811

Expenses & distributions

Benefits paid / distributions: $1,685,137
Total expenses: $1,714,319
Net increase / (decrease): $21,080,492

Coverage

Total reported participants: 749
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 Colony Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Colony Group, LLC 401(K) Profit Sharing Plan	001	417	$70,605,041	2023
The Colony Group, LLC Welfare Benefits Plan	501	332	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 Colony Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Colony Group, LLC Welfare Benefits Plan	332	—	20240529110550NAL0006142099001
2023	The Colony Group, LLC 401(K) Profit Sharing Plan	417	H, C	20241004150452NAL0019839184001