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Form 5500 · Retirement plan · DORAVILLE, GA

SEI GROUP, LLC

The filing calls this plan SEI GROUP, LLC 401(K) PLAN.

SEI GROUP, LLC of DORAVILLE, GA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by JOHN HANCOCK LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-2478990 · plan 001 · plan year 2024, filed Feb 16, 2026

Participants at the start of the year
1,390
Contracts on file
1
Contract value
$4,951,662
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $4,951,662 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC577December$4,951,662$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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SEI GROUP, LLC
EIN 58-2478990
JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346
$46,853
paid directly by the plan
CETERA INVESTMENT ADVISORS LLC
ADVISOR · EIN 36-3258176
$20,348
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$5,020,836
Paid out in benefits
$345,350
Participants at the start of the year
1,390
Participants with account balances
444

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 01-0233346
JOHN HANCOCK LIFE INSURANCE COMPANY
Independent accountantEIN 75-2608885
TURNER, STONE & COMPAY, L.L.P.
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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SEI GROUP, LLC — retirement plan: annuity and GIC contracts on Schedule A · Form5500Lookup