Staff Management, Inc. Pooled Employer Plan — Form 5500 plan (Staff Management, 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, Staff Management, Inc. Pooled Employer Plan is a benefit plan reported by Staff Management, Inc. under EIN 36-3243445 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,172 participants and $27,629,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Staff Management, Inc.
- EIN
- 36-3243445
- Plan number
- 001
- Plan type
- 3
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 1,172
- End-of-year plan assets
- $27,629,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,172 | H, C | 20241011123055NAL0036906704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,629,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,629,919
- Net assets (BOY)
- $23,609,335
Income & contributions
- Employer contributions
- $515,164
- Participant contributions
- $2,029,268
- Total contributions
- $2,700,561
- Total income / additions
- $6,173,916
Expenses & distributions
- Benefits paid
- $2,018,305
- Administrative expenses
- $135,027
- Total expenses
- $2,153,332
- Net increase / (decrease)
- $4,020,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savant Wealth Management | NONE | $73,615 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $42,853 | not reported in the loaded dataset | 2023 |
| Benning Group, LLC | NONE | $12,200 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $6,358 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Staff Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Savant Wealth Management — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Benning Group, LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation