Plan5500

Correll Insurance Group 401(K) Retirement Plan — Form 5500 plan (Correll Insurance 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, Correll Insurance Group 401(K) Retirement Plan is a benefit plan reported by Correll Insurance Group, LLC under EIN 57-0405583 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants278Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$41.5K4 Schedule C provider row(s)$41,517
Plan sponsor
Correll Insurance Group, LLC
EIN
57-0405583
Plan number
001
Plan type
2
Location
Spartanburg, SC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    278 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$668.7K
Total expenses$3.3M
Benefits paid / distributions$3.2M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$18,259,207

Income & contributions

Total contributions
$0
Total income / additions
$668,727

Expenses & distributions

Benefits paid
$3,209,028
Administrative expenses
$41,417
Total expenses
$3,250,445
Net increase / (decrease)
-$2,581,718
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income480%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Onedigital Investment Advisors LLC$31.1K
    INVESTMENT ADVISOR · Direct $31.1K
  2. 2
    Empower Annuity Insurance Company$6.6K
    RECORDKEEPER · Direct $6.6K · Indirect $0
  3. 3
    Integra Benefits Consulting LLC$2K
    TPA · Direct $2K
  4. 4
    Empower Advisory Group, LLC$1.8K
    INVESTMENT MGMT · Direct $1.8K

What to inspect next

Frequently asked questions

Who sponsors the Correll Insurance Group 401(K) Retirement Plan?
Correll Insurance Group 401(K) Retirement Plan is reported as sponsored by Correll Insurance Group, LLC (EIN 57-0405583, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Correll Insurance Group 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Correll Insurance Group 401(K) Retirement Plan is 2023.
How many participants does Correll Insurance Group 401(K) Retirement Plan report?
Correll Insurance Group 401(K) Retirement Plan reports 278 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Correll Insurance Group 401(K) Retirement Plan?
Correll Insurance Group 401(K) Retirement Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages