2023 Form 5500 filing — Pemco 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 20240925115729NAL0025341040001) for Pemco 401(K) Plan, reported by Pemco Mutual Insurance Company under EIN 91-6028851 and plan number 001. It reports 747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925115729NAL0025341040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pemco Mutual Insurance Company
- EIN
- 91-6028851
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,264,412
- Total liabilities (EOY)
- $314
- Net assets (EOY)
- $245,264,098
- Employer contributions
- $6,423,790
- Participant contributions
- $6,190,451
- Total income / additions
- $53,157,333
- Benefits paid
- $17,916,379
- Administrative expenses
- $90,273
- Total expenses
- $18,004,978
- Net increase / (decrease)
- $35,152,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Multnomah Group Inc | INVESTMENT ADVISOR | $36,420 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,886 | $0 |
| Clark Nuber P.S. | ACCOUNTANT/AUDITOR | $22,000 | not reported in the loaded dataset |