Plan5500

Kerr Group, Inc. Retirement Income Plan I — Form 5500 plan (Kerr 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, Kerr Group, Inc. Retirement Income Plan I is a benefit plan reported by Kerr Group, LLC under EIN 95-0898810 and plan number 018. The latest loaded filing year is 2023. The filing reports 448 participants and $12,031,781 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kerr Group, LLC
EIN
95-0898810
Plan number
018
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
448
End-of-year plan assets
$12,031,781

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20250714161809NAL0002993874001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,031,781
Total liabilities (EOY)
$0
Net assets (EOY)
$12,031,781
Net assets (BOY)
$11,998,641

Income & contributions

Total contributions
$0
Total income / additions
$1,312,298

Expenses & distributions

Benefits paid
$1,185,625
Administrative expenses
$93,533
Total expenses
$1,279,158
Net increase / (decrease)
$33,140

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Benefits And Insurance ServiceNONE$23,975not reported in the loaded dataset2023
Fifth Third BankNONE$11,229not reported in the loaded dataset2023
Harding, Shymanski & Co.NONE$10,300not reported in the loaded dataset2023

Related Form 5500 pages