2023 Form 5500 filing — Protective Life Corporation 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 20240916132244NAL0001063523001) for Protective Life Corporation 401(K) Plan, reported by Protective Life Corporation under EIN 95-2492236 and plan number 003. It reports 4,733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916132244NAL0001063523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Protective Life Corporation
- EIN
- 95-2492236
- Plan number
- 003
- Location
- Birmingham, AL
- Participants
- 4,733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $593,613,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $593,613,643
- Employer contributions
- $14,451,679
- Participant contributions
- $30,396,529
- Total income / additions
- $144,542,312
- Benefits paid
- $54,029,260
- Administrative expenses
- $514,183
- Total expenses
- $54,560,434
- Net increase / (decrease)
- $89,981,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $249,319 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $177,364 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $87,500 | not reported in the loaded dataset |