2023 Form 5500 filing — Tmna, Inc. 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 20241003191527NAL0006044019001) for Tmna, Inc. 401(K) Plan, reported by Tokio Marine North America Inc. under EIN 45-2682016 and plan number 001. It reports 4,121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003191527NAL0006044019001
Filing year
2023
Form type
2
Plan sponsor
Tokio Marine North America Inc.
EIN
45-2682016
Plan number
001
Location
Jersey City, NJ
Participants
4,121
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$699,105,628
Total liabilities (EOY)
$0
Net assets (EOY)
$699,105,628
Employer contributions
$16,883,607
Participant contributions
$31,762,398
Total income / additions
$166,417,320
Benefits paid
$49,253,887
Administrative expenses
$843,499
Total expenses
$50,088,428
Net increase / (decrease)
$116,328,892
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Capital Group LLCINVESTMENT ADVISOR$773,359not reported in the loaded dataset
Littler MendelsonATTORNEY/LEGAL$10,648not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$420,371$0

Related Form 5500 pages