Chi Management Group, L.p. 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021, when $149.8 million was transferred out of the plan. Assets moved to the THE W. I. S. INTERNATIONAL 401(K) SAVINGS PLAN (sponsored by RETAIL SERVICES WIS CORPORATION). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the THE W. I. S. INTERNATIONAL 401(K) SAVINGS PLAN →

Chi Management Group, L.p. 401(k) Plan Facts (plan year 2021)

Plan name
CHI MANAGEMENT GROUP, LP. RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CHI MANAGEMENT GROUP, LP
Participants
16,871
Former employees with a balance
0
Employer contributions
$2,147,819 in plan year 2021 (18% of all contributions)
Recordkeeper
Great-west Life & Annuity Insurance
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Jun 1, 1984
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Aug 27, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $11.9 million went into the plan in contributions, $2.15 million of it from the employer (18%).
  • $20.7 million was paid out to participants.
  • Investment and other income added $21.7 million.

How the Chi Management Group, L.p. 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201627,483$121.1 million$2.19 million$18.3 million
201724,583$129.8 million$11,059$21.4 million
201821,442$106.1 million$0$23.3 million
201923,341$121.8 million$0$17.3 million
202022,657$137.1 million$2.26 million$13.8 million
2021 (final)16,871$0$2.15 million$20.7 million

Chi Management Group, L.p. 401(k) Contact Information

Phone
469-814-1100
Mailing address
5100 LEGACY DR, PLANO TX 750243104
Plan sponsor
CHI MANAGEMENT GROUP, LP
Employer identification number (EIN)
75-2953341
Plan number
001

Questions about the Chi Management Group, L.p. 401(k)

Is the Chi Management Group, L.p 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021. Its assets were transferred to the THE W. I. S. INTERNATIONAL 401(K) SAVINGS PLAN.

Does Chi Management Group, L.p contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $2.15 million, 18% of all contributions.

Does the Chi Management Group, L.p 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Chi Management Group, L.p 401(k) plan?

16,871 participants at the start of plan year 2021.

Who manages the Chi Management Group, L.p 401(k) accounts?

Empower (listed on the filing as GREAT-WEST LIFE & ANNUITY INSURANCE) is the plan's recordkeeper, which is where participants log in to see their balance.

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