2023 Form 5500 filing — Sunstar Insurance Group 401(K) 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 20241011153933NAL0022246353001) for Sunstar Insurance Group 401(K) Plan, reported by Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC under EIN 46-0800597 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153933NAL0022246353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC
- EIN
- 46-0800597
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,995,405
- Total liabilities (EOY)
- $3,523
- Net assets (EOY)
- $15,991,882
- Employer contributions
- $639,423
- Participant contributions
- $2,546,364
- Total income / additions
- $5,954,692
- Benefits paid
- $1,000,412
- Administrative expenses
- $73,266
- Total expenses
- $1,079,023
- Net increase / (decrease)
- $4,875,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $73,266 | $0 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY | $0 | $39,600 |
| Benefit Plans Pluss LLC | OTHER SERVICES | $0 | $6,179 |