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, Chartis Group, LLC 401(K) Plan is a benefit plan reported by The Chartis Group, LLC under EIN 36-4450952 and plan number 001. The latest loaded filing year is 2023. The filing reports 793 participants and $114,904,471 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,904,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,904,471
- Net assets (BOY)
- $83,108,754
Income & contributions
- Employer contributions
- $6,113,167
- Participant contributions
- $12,630,847
- Total contributions
- $23,731,950
- Total income / additions
- $41,091,014
Expenses & distributions
- Benefits paid
- $9,178,128
- Administrative expenses
- $78,708
- Total expenses
- $9,295,297
- Net increase / (decrease)
- $31,795,717