Plan5500

2023 Form 5500 filing — Mercury General Corporation Profit Sharing 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 20240807185237NAL0003902881001) for Mercury General Corporation Profit Sharing Plan, reported by Mercury General Corporation under EIN 95-2211612 and plan number 001. It reports 5,698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240807185237NAL0003902881001
Filing year
2023
Form type
2
Plan sponsor
Mercury General Corporation
EIN
95-2211612
Plan number
001
Location
Los Angeles, CA
Participants
5,698
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$814,923,656
Total liabilities (EOY)
$0
Net assets (EOY)
$814,923,656
Employer contributions
$11,374,030
Participant contributions
$33,578,495
Total income / additions
$191,059,597
Benefits paid
$53,413,394
Administrative expenses
$569,864
Total expenses
$54,028,062
Net increase / (decrease)
$137,031,535
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$376,622not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$54,329$0
Benefit Financial Services GroupCONSULTANT$50,000not reported in the loaded dataset
Morgan StanleyCONSULTANT$49,500not reported in the loaded dataset
Holthouse Carlin & Van Trigt LlpACCOUNTANT/AUDITOR$19,848not reported in the loaded dataset
O'Melveny & Myers LlpATTORNEY/LEGAL$19,564not reported in the loaded dataset

Related Form 5500 pages