Form 5500 · Employee benefit plan · WESTMONT, IL
MCGRATH-COLOSIMO, LTD.
The filing calls this plan MCGRATH LEXUS 401(K) PROFIT SHARING PLAN AND TRUST.
MCGRATH-COLOSIMO, LTD. of WESTMONT, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES M. JUENGLING AND ASSOCIATES. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3780892 · plan 002 · plan year 2024, filed Oct 3, 2025
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How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing declares life. Life appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $13,237, with $456 in disclosed broker commissions — about 3.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
JAMES M. JUENGLING AND ASSOCIATES is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Annuity / GIC | 7 | Jan 1, 2025 | $13,237 | $456 |
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | Annuity / GIC | 193 | Jan 1, 2025 | $3,430,754 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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