2023 Form 5500 filing — Swiss Re Group U.S. Employee'S Pension 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 20241001025148NAL0006542033001) for Swiss Re Group U.S. Employee'S Pension Plan, reported by Swiss Re America Holding Corporation under EIN 13-2761364 and plan number 001. It reports 1,945 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)$425.2MReported net assets$425,234,681
Participants1.9K1,945
Provider compensation$936.2K5 Schedule C row(s)$936,241
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001025148NAL0006542033001
- Plan sponsor
- Swiss Re America Holding Corporation
- EIN
- 13-2761364
- Plan number
- 001
- Location
- Armonk, NY
- Received date
- not reported in the loaded dataset
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)$425.4M total assets
Net assets$425.2MLiabilities$212.9K
Full reported line items
- Total assets (EOY)
- $425,447,613
- Total liabilities (EOY)
- $212,932
- Net assets (EOY)
- $425,234,681
- Total income / additions
- $36,333,080
- Benefits paid
- $31,566,553
- Administrative expenses
- $1,855,225
- Total expenses
- $33,421,778
- Net increase / (decrease)
- $2,911,302
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc | NONE | $367,853 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $335,562 | $0 |
| State Street Bank & Trust Company | NONE | $135,297 | $0 |
| Kpmg | NONE | $87,500 | not reported in the loaded dataset |
| Troutman Sanders, Llp | NONE | $10,029 | not reported in the loaded dataset |