Plan5500

American Institute For Chartered Property Casualty Underwriter — 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, American Institute For Chartered Property Casualty Underwriter (EIN 23-1352012) is a plan sponsor located in Malvern, PA 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
23-1352012
Location
Malvern, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for American Institute For Chartered Property Casualty Underwriter

  • 2 loaded plans hold $74M in reported assets.
  • The largest, American Institute For Cpcu Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 780 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$74MSummed across loaded plans$74,022,247
Total reported assets$74M$74,032,948
Total reported participants780
Total reported liabilities$10.7K$10,701

Reported net position

Reported assets = net assets + liabilities (summed)$74M total assets
Net assets$74MLiabilities$10.7K
Contributions & income
Employer contributions$2.9M
Participant contributions$2.2M
Total income / additions$17.6M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.1M
Net increase / (decrease)$12.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%American Institute For Cpcu Savings Plan
Participants per plan390Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    American Institute For Cpcu Savings Plan$74M
    Plan #007 · 442 participants · 2023
  2. 2
    American Institute For Cpcu Flexible Benefits Plansnot reported in the loaded dataset
    Plan #503 · 338 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for American Institute For Chartered Property Casualty Underwriter. Open one for its full reported snapshot.

  1. 2023
    American Institute For Cpcu Savings Plan442 participants · 2Sch H
    View filing →
  2. 2023
    American Institute For Cpcu Flexible Benefits Plans338 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American Institute For Chartered Property Casualty Underwriter report on Form 5500?
American Institute For Chartered Property Casualty Underwriter (EIN 23-1352012) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American Institute For Chartered Property Casualty Underwriter?
The Employer Identification Number (EIN) reported for American Institute For Chartered Property Casualty Underwriter is 23-1352012.
What is the latest Form 5500 filing year for American Institute For Chartered Property Casualty Underwriter?
The latest loaded Form 5500 filing year for American Institute For Chartered Property Casualty Underwriter is 2023.

Related Form 5500 pages