2023 Form 5500 filing — Attorneys' Liability Assurance Society Ltd., A Risk Retention Group, 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 20240822101811NAL0008021600001) for Attorneys' Liability Assurance Society Ltd., A Risk Retention Group, 401(K) Savings Plan, reported by Attorneys' Liability Assurance Society Ltd., A Risk Retention Group under EIN 98-0117935 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.3MReported net assets$49,295,847

Participants131

Provider compensation$21.6K1 Schedule C row(s)$21,561

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240822101811NAL0008021600001
Plan sponsor: Attorneys' Liability Assurance Society Ltd., A Risk Retention Group
EIN: 98-0117935
Plan number: 001
Location: Chicago, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$49.3M total assets

Net assets$49.3MLiabilities$0

Money in vs. money out

Total income / additions$11.8M

Total expenses$4.3M

Benefits paid / distributions$4.3M

Contributions

Employer$1.1M

Participant$1.5M

Full reported line items

Total assets (EOY): $49,295,847
Total liabilities (EOY): $0
Net assets (EOY): $49,295,847
Employer contributions: $1,074,358
Participant contributions: $1,475,275
Total income / additions: $11,817,327
Benefits paid: $4,250,592
Administrative expenses: $21,561
Total expenses: $4,272,153
Net increase / (decrease): $7,545,174

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$21.6K
RECORDKEEPER · Direct $21.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822101811NAL0008021600001 cover?: It is the 2023 Form 5500 filing for Attorneys' Liability Assurance Society Ltd., A Risk Retention Group, 401(K) Savings Plan, reported by Attorneys' Liability Assurance Society Ltd., A Risk Retention Group (EIN 98-0117935).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).