2023 Form 5500 filing — Qbe Pension Equity 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 20240927144920NAL0001356691001) for Qbe Pension Equity Plan, reported by Qbe Holdings, Inc. under EIN 52-1147383 and plan number 001. It reports 2,447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927144920NAL0001356691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Qbe Holdings, Inc.
- EIN
- 52-1147383
- Plan number
- 001
- Location
- Sun Prairie, WI
- Participants
- 2,447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,110,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,110,361
- Total income / additions
- $16,461,146
- Benefits paid
- $15,824,426
- Administrative expenses
- $1,513,484
- Total expenses
- $17,337,910
- Net increase / (decrease)
- -$876,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pru Retirement Ins & Annuity | NONE | $248,642 | $0 |
| Jp Morgan Investment Management | NONE | $47,349 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $20,975 | not reported in the loaded dataset |