2023 Form 5500 filing — Stockbridge Employee Savings & Investment 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 20241014173325NAL0013693379001) for Stockbridge Employee Savings & Investment Plan, reported by Stockbridge Capital Group, LLC under EIN 42-1558275 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173325NAL0013693379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stockbridge Capital Group, LLC
- EIN
- 42-1558275
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,834,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,834,818
- Employer contributions
- $1,122,821
- Participant contributions
- $2,819,482
- Total income / additions
- $12,115,328
- Benefits paid
- $4,286,603
- Administrative expenses
- $124,777
- Total expenses
- $4,411,380
- Net increase / (decrease)
- $7,703,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,777 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $44,264 |