2023 Form 5500 filing — Spectrum Insurance Group, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927073627NAL0001062067001) for Spectrum Insurance Group, LLC 401(K) Profit Sharing Plan, reported by Spectrum Insurance Group, LLC under EIN 20-8656116 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927073627NAL0001062067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Insurance Group, LLC
- EIN
- 20-8656116
- Plan number
- 001
- Location
- Eau Claire, WI
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,894,296
- Total liabilities (EOY)
- $544
- Net assets (EOY)
- $11,893,752
- Employer contributions
- $457,427
- Participant contributions
- $1,179,393
- Total income / additions
- $3,843,457
- Benefits paid
- $144,471
- Administrative expenses
- $54,030
- Total expenses
- $198,501
- Net increase / (decrease)
- $3,644,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management | INVESTMENT ADVISOR | $31,297 | not reported in the loaded dataset |