2023 Form 5500 filing — Providence Mutual Fire Insurance Company Profit Sharing & 401(K) Savings 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 20240813055858NAL0005640211001) for Providence Mutual Fire Insurance Company Profit Sharing & 401(K) Savings Plan, reported by Providence Mutual Fire Insurance Company under EIN 05-0204000 and plan number 002. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813055858NAL0005640211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Providence Mutual Fire Insurance Company
- EIN
- 05-0204000
- Plan number
- 002
- Location
- Warwick, RI
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,535,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,535,382
- Employer contributions
- $724,243
- Participant contributions
- $967,549
- Total income / additions
- $5,892,396
- Benefits paid
- $3,913,891
- Administrative expenses
- $98,011
- Total expenses
- $4,012,006
- Net increase / (decrease)
- $1,880,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $65,426 | not reported in the loaded dataset |
| Adp Inc. | RECORDKEEPER | $32,585 | $0 |