2023 Form 5500 filing — The Baltimore Life 401k Benefit 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 20240807154228NAL0006466656001) for The Baltimore Life 401k Benefit Plan, reported by The Baltimore Life Insurance Co. under EIN 52-0236900 and plan number 002. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807154228NAL0006466656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Baltimore Life Insurance Co.
- EIN
- 52-0236900
- Plan number
- 002
- Location
- Owings Mills, MD
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,799,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,799,196
- Employer contributions
- $753,431
- Participant contributions
- $1,372,759
- Total income / additions
- $9,186,644
- Benefits paid
- $3,660,754
- Administrative expenses
- $54,629
- Total expenses
- $3,715,383
- Net increase / (decrease)
- $5,471,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $27,714 | $0 |
| Cohnreznick Llp | NONE | $18,165 | not reported in the loaded dataset |
| Onedigital Topco LLC | NONE | $8,750 | not reported in the loaded dataset |