Colonial Group, Inc. Retirement Savings Plan — Form 5500 plan (Colonial Group, 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, Colonial Group, Inc. Retirement Savings Plan is a benefit plan reported by Colonial Group, Inc. under EIN 58-2063421 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,330 participants and $137,703,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colonial Group, Inc.
- EIN
- 58-2063421
- Plan number
- 010
- Plan type
- 2
- Location
- Savannah, GA
- Latest filing year
- 2023
- Participants
- 2,330
- End-of-year plan assets
- $137,703,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,330 | H, C | 20241015143918NAL0028794193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,703,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,703,641
- Net assets (BOY)
- $116,299,520
Income & contributions
- Employer contributions
- $9,154,753
- Participant contributions
- $5,716,293
- Total contributions
- $17,969,971
- Total income / additions
- $35,754,305
Expenses & distributions
- Benefits paid
- $14,171,650
- Administrative expenses
- $167,959
- Total expenses
- $14,362,685
- Net increase / (decrease)
- $21,391,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $158,566 | $0 | 2023 |
| Colonial Group, Inc. | ACCOUNTANT | $9,393 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colonial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Savannah, GA
- Principal Life Insurance Company — Schedule C compensation
- Colonial Group, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation