Stockbridge Employee Savings & Investment Plan — Form 5500 plan (Stockbridge Capital Group, LLC)

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, Stockbridge Employee Savings & Investment Plan is a benefit plan reported by Stockbridge Capital Group, LLC under EIN 42-1558275 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $45,834,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stockbridge Capital Group, LLC
EIN
42-1558275
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
202
End-of-year plan assets
$45,834,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241014173325NAL0013693379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,834,818
Total liabilities (EOY)
$0
Net assets (EOY)
$45,834,818
Net assets (BOY)
$38,130,870

Income & contributions

Employer contributions
$1,122,821
Participant contributions
$2,819,482
Total contributions
$4,261,171
Total income / additions
$12,115,328

Expenses & distributions

Benefits paid
$4,286,603
Administrative expenses
$124,777
Total expenses
$4,411,380
Net increase / (decrease)
$7,703,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$124,777$02023
S B H U Life Agency IncOTHER SERVICES$0$44,2642023

Related Form 5500 pages