Csg Incentive Savings Plan — Form 5500 plan (Csg Systems, 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, Csg Incentive Savings Plan is a benefit plan reported by Csg Systems, Inc. under EIN 47-0772478 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,208 participants and $628,530,609 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Csg Systems, Inc.
EIN
47-0772478
Plan number
001
Plan type
2
Location
Englewood, CO
Latest filing year
2023
Participants
3,208
End-of-year plan assets
$628,530,609

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,208H, C20240920132048NAL0015525282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$628,530,609
Total liabilities (EOY)
$0
Net assets (EOY)
$628,530,609
Net assets (BOY)
$531,528,597

Income & contributions

Employer contributions
$12,845,650
Participant contributions
$23,614,141
Total contributions
$39,397,210
Total income / additions
$139,559,465

Expenses & distributions

Benefits paid
$42,195,780
Administrative expenses
$352,508
Total expenses
$42,557,453
Net increase / (decrease)
$97,002,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$226,488not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$112,270$02023
Cook Street Consulting, Inc.CONSULTANT$13,750not reported in the loaded dataset2023

Related Form 5500 pages