2023 Form 5500 filing — Grange Insurance Association Savings & Investment 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 20240927140832NAL0003930000001) for Grange Insurance Association Savings & Investment Plan, reported by Grange Insurance Association under EIN 91-6025140 and plan number 002. It reports 260 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)$47.8MReported net assets$47,809,254
Participants260
Provider compensation$34.1K2 Schedule C row(s)$34,082
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927140832NAL0003930000001
Plan sponsor
Grange Insurance Association
EIN
91-6025140
Plan number
002
Location
Seattle, WA
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)$47.8M total assets
Net assets$47.8MLiabilities$0
Money in vs. money out
Total income / additions$10.7M
Total expenses$5.4M
Benefits paid / distributions$5.4M
Contributions
Employer$1.5M
Participant$1.5M
Full reported line items
Total assets (EOY)
$47,809,254
Total liabilities (EOY)
$0
Net assets (EOY)
$47,809,254
Employer contributions
$1,480,634
Participant contributions
$1,486,856
Total income / additions
$10,678,055
Benefits paid
$5,392,158
Administrative expenses
$34,082
Total expenses
$5,426,240
Net increase / (decrease)
$5,251,815
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $19.6K
  2. 2
    RECORDKEEPER · Direct $14.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927140832NAL0003930000001 cover?
It is the 2023 Form 5500 filing for Grange Insurance Association Savings & Investment Plan, reported by Grange Insurance Association (EIN 91-6025140).
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).

Related Form 5500 pages