2023 Form 5500 filing — Staff Management, Inc. Pooled Employer 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 20241011123055NAL0036906704001) for Staff Management, Inc. Pooled Employer Plan, reported by Staff Management, Inc. under EIN 36-3243445 and plan number 001. It reports 1,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123055NAL0036906704001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Staff Management, Inc.
- EIN
- 36-3243445
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 1,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,629,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,629,919
- Employer contributions
- $515,164
- Participant contributions
- $2,029,268
- Total income / additions
- $6,173,916
- Benefits paid
- $2,018,305
- Administrative expenses
- $135,027
- Total expenses
- $2,153,332
- Net increase / (decrease)
- $4,020,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Wealth Management | NONE | $73,615 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $42,853 | not reported in the loaded dataset |
| Benning Group, LLC | NONE | $12,200 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,358 | $0 |