2023 Form 5500 filing — Pantherx Specialty, LLC 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 20240923142453NAL0011471073001) for Pantherx Specialty, LLC 401(K) Plan, reported by Pantherx Specialty, LLC under EIN 45-3620087 and plan number 002. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923142453NAL0011471073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pantherx Specialty, LLC
- EIN
- 45-3620087
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,162,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,162,309
- Employer contributions
- $1,132,464
- Participant contributions
- $1,906,638
- Total income / additions
- $6,908,071
- Benefits paid
- $248,730
- Administrative expenses
- $50,069
- Total expenses
- $298,799
- Net increase / (decrease)
- $6,609,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,538 | $0 |
| Dunbar Bender & Zapf, Inc. | TPA | $14,725 | not reported in the loaded dataset |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $11,159 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $7,944 | not reported in the loaded dataset |