2023 Form 5500 filing — Concord General Mutual Insurance Company 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 20240927152356NAL0001153235001) for Concord General Mutual Insurance Company 401(K) Plan, reported by Concord General Mutual Insurance Company under EIN 02-0131910 and plan number 002. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927152356NAL0001153235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concord General Mutual Insurance Company
- EIN
- 02-0131910
- Plan number
- 002
- Location
- Bedford, NH
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,641,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,641,859
- Employer contributions
- $566,078
- Participant contributions
- $1,257,959
- Total income / additions
- $5,556,801
- Benefits paid
- $3,507,811
- Administrative expenses
- $51,388
- Total expenses
- $3,559,199
- Net increase / (decrease)
- $1,997,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $48,319 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $3,069 | $0 |