CNL Financial Group Investment Management, LLC (EIN 27-4169415) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $57.1M in plan assets and 236 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| CNL Financial Group Subsidiaries and Affiliates Employee Retirement Plan | 001 | 118 | $57.1M |
| CNL Financial Group Welfare Benefits Plan | 505 | 118 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
27-4169415 is the Employer Identification Number (EIN) CNL Financial Group Investment Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
