2023 Form 5500 filing — Foundation Risk Partners 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 20240808082528NAL0008210112001) for Foundation Risk Partners 401(K) Plan, reported by Foundation Risk Partners Corp under EIN 81-5191759 and plan number 001. It reports 2,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240808082528NAL0008210112001
Filing year
2023
Form type
2
Plan sponsor
Foundation Risk Partners Corp
EIN
81-5191759
Plan number
001
Location
Ormond Beach, FL
Participants
2,041
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$142,722,044
Total liabilities (EOY)
$0
Net assets (EOY)
$142,722,044
Employer contributions
$4,821,222
Participant contributions
$15,079,507
Total income / additions
$50,591,419
Benefits paid
$8,160,325
Administrative expenses
$114,993
Total expenses
$8,276,809
Net increase / (decrease)
$42,314,610
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$114,993$0

Related Form 5500 pages