Sunstar Insurance Group 401(K) Plan — Form 5500 plan (Sunstar Insurance Group Dba Chapman-Sander Insurance, 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, Sunstar Insurance Group 401(K) Plan is a benefit plan reported by Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC under EIN 46-0800597 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $15,995,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC
- EIN
- 46-0800597
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $15,995,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241011153933NAL0022246353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,995,405
- Total liabilities (EOY)
- $3,523
- Net assets (EOY)
- $15,991,882
- Net assets (BOY)
- $11,116,213
Income & contributions
- Employer contributions
- $639,423
- Participant contributions
- $2,546,364
- Total contributions
- $3,799,557
- Total income / additions
- $5,954,692
Expenses & distributions
- Benefits paid
- $1,000,412
- Administrative expenses
- $73,266
- Total expenses
- $1,079,023
- Net increase / (decrease)
- $4,875,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $73,266 | $0 | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY | $0 | $39,600 | 2023 |
| Benefit Plans Pluss LLC | OTHER SERVICES | $0 | $6,179 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Principal Life Insurance Company — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Benefit Plans Pluss LLC — Schedule C compensation