2023 Form 5500 filing — Coleman World Group, LLC Savings & Protection 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 20241014153109NAL0054205218001) for Coleman World Group, LLC Savings & Protection Plan, reported by Coleman American Companies, Inc. under EIN 63-0419836 and plan number 001. It reports 1,598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014153109NAL0054205218001
Filing year
2023
Form type
2
Plan sponsor
Coleman American Companies, Inc.
EIN
63-0419836
Plan number
001
Location
Midland City, AL
Participants
1,598
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,814,891
Total liabilities (EOY)
$95,637
Net assets (EOY)
$32,719,254
Employer contributions
$243,179
Participant contributions
$2,439,447
Total income / additions
$7,662,566
Benefits paid
$2,560,319
Administrative expenses
$164,172
Total expenses
$2,922,677
Net increase / (decrease)
$4,739,889
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$160,751$0
Capsouth PartnersNONE$32,752not reported in the loaded dataset

Related Form 5500 pages