2023 Form 5500 filing — Shelterpoint Life 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731170116NAL0021971361001) for Shelterpoint Life 401(K) Plan, reported by Shelterpoint Life Insurance Company under EIN 11-2284118 and plan number 003. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731170116NAL0021971361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shelterpoint Life Insurance Company
- EIN
- 11-2284118
- Plan number
- 003
- Location
- Garden City, NY
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,412,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,412,920
- Employer contributions
- $2,842,260
- Participant contributions
- $1,551,313
- Total income / additions
- $10,111,014
- Benefits paid
- $536,796
- Administrative expenses
- $19,244
- Total expenses
- $556,040
- Net increase / (decrease)
- $9,554,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $22,069 | $0 |