Mitsui Sumitomo Marine Management (U.S.A.), 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, Mitsui Sumitomo Marine Management (U.S.A.), Inc. (EIN 13-3429270) is a plan sponsor located in Warren, NJ 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
13-3429270
Location
Warren, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$151,803,581
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$151,803,581

Contributions & income

Employer contributions
$6,257,680
Participant contributions
$6,334,533
Total income / additions
$36,969,532

Expenses & distributions

Benefits paid / distributions
$7,860,518
Total expenses
$7,993,186
Net increase / (decrease)
$28,976,346

Coverage

Total reported participants
1,059
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

Mitsui Sumitomo Marine Management (U.S.A.), Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mitsui Sumitomo 401(K) Savings/Retirement Plan001588$151,803,5812023
Mitsui Sumitomo Marine Management Welfare Plan501471not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mitsui Sumitomo Marine Management (U.S.A.), Inc.
YearPlanParticipantsSchedulesFiling
2023Mitsui Sumitomo 401(K) Savings/Retirement Plan588H, C20240927141705NAL0004475954001
2023Mitsui Sumitomo Marine Management Welfare Plan47120241010152503NAL0034595696001

Related Form 5500 pages