2023 Form 5500 filing — Curran Group 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 20241015115402NAL0014538659001) for Curran Group Retirement Plan, reported by Curran Group, Inc. under EIN 36-2848218 and plan number 011. It reports 2,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115402NAL0014538659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curran Group, Inc.
- EIN
- 36-2848218
- Plan number
- 011
- Location
- Crystal Lake, IL
- Participants
- 2,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $238,495,568
- Total liabilities (EOY)
- $58,979
- Net assets (EOY)
- $238,436,589
- Employer contributions
- $11,289,639
- Participant contributions
- $8,770,676
- Total income / additions
- $53,037,418
- Benefits paid
- $17,276,393
- Administrative expenses
- $318,402
- Total expenses
- $17,594,795
- Net increase / (decrease)
- $35,442,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $222,089 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $90,013 | not reported in the loaded dataset |
| Crowe Llp | NONE | $6,300 | not reported in the loaded dataset |
| Matrix Trust Company Na | NONE | $0 | $0 |