Falvey Insurance Group Ltd — 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, Falvey Insurance Group Ltd (EIN 27-2098797) is a plan sponsor located in North Kingstown, RI with 5 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
- 27-2098797
- Location
- North Kingstown, RI
- Loaded plans
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,812,797
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,812,797
Contributions & income
- Employer contributions
- $378,208
- Participant contributions
- $986,125
- Total income / additions
- $3,671,178
Expenses & distributions
- Benefits paid / distributions
- $976,207
- Total expenses
- $1,026,168
- Net increase / (decrease)
- $2,645,010
Coverage
- Total reported participants
- 579
- 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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust | 001 | 143 | $14,812,797 | 2023 |
| Falvey Insurance Group Ltd Health And Welfare Plan | 501 | 136 | not reported in the loaded dataset | 2023 |
| Falvey Insurace Group Medical Plan | 502 | 100 | not reported in the loaded dataset | 2023 |
| Falvey Insurance Group Dental Plan | 503 | 100 | not reported in the loaded dataset | 2023 |
| Falvey Insurance Group Vision Plan | 504 | 100 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust | 143 | H, C | 20241015122523NAL0028411953001 |
| 2023 | Falvey Insurance Group Ltd Health And Welfare Plan | 136 | — | 20250514140921NAL0019179681001 |
| 2023 | Falvey Insurace Group Medical Plan | 100 | — | 20250514141045NAL0014203123001 |
| 2023 | Falvey Insurance Group Dental Plan | 100 | — | 20250514141235NAL0014203347001 |
| 2023 | Falvey Insurance Group Vision Plan | 100 | — | 20250514141319NAL0014203523001 |