Original filing (PDF)20231030104737NAL0007270707001

THE CALLAWAY BLACK GROUP

Name: THE CALLAWAY BLACK GROUP — THE CALLAWAY BLACK GROUP GCF BENEFIT PLAN, Form 5500 (2022)
Creator: THE CALLAWAY BLACK GROUP

Form 5500-SF

FILING_RECEIVED

THE CALLAWAY BLACK GROUP GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CALLAWAY BLACK GROUP.

Plan sponsor

Name

THE CALLAWAY BLACK GROUP

EIN

26-0902153all filings

Address

2859 PACES FERRY RD SE STE 1200 · ATLANTA, GA · 30339

Phone

(770) 955-6611

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-03-31

Filed

2023-10-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

HEARTLAND FINANCIAL GROUP

HEARTLAND FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN

MAHORSKY GROUP, INC.

MAHORSKY GROUP, INC. 401(K) PLAN

ABBM COMPANY, LLC

ABBM COMPANY, LLC 401(K) PLAN

RDK ADVISORS, LLC

RDK ADVISORS 401(K) PLAN

$0 · 3 participants

ZACHARY A GREEN

GREEN INSURANCE AGENCY RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.