Plan Ledger DOL Form 5500 · updated monthly

Columbia Insurance Group, Inc.401(k)

COLUMBIA INSURANCE GROUP'S EMPLOYEE SAVINGS PLAN · COLUMBIA, MO · plan year 2023

Reported admin expense ratio · 2023
0.14%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Columbia Insurance Group, Inc. reported $73,165 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,706 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.096% to 0.105%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other finance & insurance employers. By assets it is the 295th-largest of 1,393 plans among Missouri employers on file, and the 1,543rd of 4,798 in finance & insurance. In 2023, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,818,052
Participants with balances296
Active participants203
Employer contributions$1,361,399
Employee contributions$1,581,566
Employer contribution per active participant$6,706
Average account balance$188,575
Benefits paid to participants$5,395,898
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.9M · 294 accts · $1.6M emplr
2023$55.8M · 296 accts · $1.4M emplr
2022$48.7M · 299 accts · $1.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$73,165
Total administrative$73,165
The Columbia Insurance Group, Inc. 401(k) match · 2023
Employer contribution per active participant$6,706
Median for plans this size$3,659
2024$8,231 per active participant
2023$6,706 per active participant
2022$6,770 per active participant

Columbia Insurance Group, Inc.'s 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$73,165

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$57,391 · 0.10%
2023$73,165 · 0.14%
2022$54,058 · 0.10%
Same employer
Similar plansFinance & Insurance · Missouri
Southern Bank MO$70.4M · 0.02%
Ameri-National Corporation MO$60.1M · 0.25%
Hawthorn Bancshares, Inc. MO$53.1M · 0.01%
Together Credit Union MO$52.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430926456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.