2023 Form 5500 filing — Connor & Gallagher Onesource, Inc. Multiple Employer Retirement 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 20241014105429NAL0044230800001) for Connor & Gallagher Onesource, Inc. Multiple Employer Retirement Plan, reported by Connor & Gallagher Onesource, Inc. under EIN 47-5216035 and plan number 333. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105429NAL0044230800001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Connor & Gallagher Onesource, Inc.
- EIN
- 47-5216035
- Plan number
- 333
- Location
- Lisle, IL
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,042,327
- Net assets (EOY)
- $17,042,327
- Employer contributions
- $452,711
- Participant contributions
- $1,573,036
- Total income / additions
- $4,809,528
- Benefits paid
- $1,473,064
- Administrative expenses
- $121,004
- Total expenses
- $1,594,068
- Net increase / (decrease)
- $3,215,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $50,561 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $27,400 | $0 |
| Blue Chip Retirement Plans Inc. | CONTRACT ADMIN | $23,483 | $0 |
| Sikich Llp | AUDITOR | $18,000 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $4,989 | $0 |