Starkweather & Shepley Insurance Brokerage Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Starkweather & Shepley Insurance Brokerage Inc (EIN 05-0222530) is a plan sponsor located in East Providence, RI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
05-0222530
Location
East Providence, RI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$76,493,767
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$76,493,767

Contributions & income

Employer contributions
$4,239,373
Participant contributions
$2,751,381
Total income / additions
$17,801,103

Expenses & distributions

Benefits paid / distributions
$3,730,712
Total expenses
$3,828,813
Net increase / (decrease)
$13,972,290

Coverage

Total reported participants
661
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Starkweather & Shepley Insurance Brokerage Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401k & Profit Sharing Plan001366$76,493,7672023
Starkweather & Shepley Insurance Brokerage Inc Welfare Plan501295not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Starkweather & Shepley Insurance Brokerage Inc
YearPlanParticipantsSchedulesFiling
2023Starkweather & Shepley Insurance Brokerage Inc Welfare Plan29520240731125227NAL0022243185001
2023Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401k & Profit Sharing Plan366H, C20241015200249NAL0017153795001

Related Form 5500 pages