The Si Group, Inc. Pension Plan For Represented Employees In Orangeburg, South Carolina — Form 5500 plan (Si Group, Inc.)

Plain-English plan 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, The Si Group, Inc. Pension Plan For Represented Employees In Orangeburg, South Carolina is a benefit plan reported by Si Group, Inc. under EIN 14-1041790 and plan number 005. The latest loaded filing year is 2023. The filing reports 427 participants and $23,660,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Si Group, Inc.
EIN
14-1041790
Plan number
005
Plan type
2
Location
The Woodlands, TX
Latest filing year
2023
Participants
427
End-of-year plan assets
$23,660,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H, C20240920135109NAL0004478435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,660,282
Total liabilities (EOY)
$0
Net assets (EOY)
$23,660,282
Net assets (BOY)
$23,876,115

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$1,890,952

Expenses & distributions

Benefits paid
$1,565,057
Administrative expenses
$541,728
Total expenses
$2,106,785
Net increase / (decrease)
-$215,833

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ryan Labs IncRETAINED BY EMPLOYER$135,754not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$47,472$02023
Capfinancial Partners, LLCRETAINED BY EMPLOYER$21,432not reported in the loaded dataset2023
Caron & Bletzer PllcRETAINED BY EMPLOYER$14,035not reported in the loaded dataset2023

Related Form 5500 pages