2023 Form 5500 filing — Tower Hill Insurance Group, LLC 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 20241002145342NAL0008996641001) for Tower Hill Insurance Group, LLC 401(K) Plan, reported by Tower Hill Insurance Group, LLC under EIN 27-0867974 and plan number 002. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002145342NAL0008996641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tower Hill Insurance Group, LLC
- EIN
- 27-0867974
- Plan number
- 002
- Location
- Gainesville, FL
- Participants
- 660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,071,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,071,618
- Employer contributions
- $1,757,646
- Participant contributions
- $4,172,898
- Total income / additions
- $15,565,268
- Benefits paid
- $2,632,222
- Administrative expenses
- $146,561
- Total expenses
- $2,780,842
- Net increase / (decrease)
- $12,784,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $81,472 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $52,673 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $12,416 | not reported in the loaded dataset |