2023 Form 5500 filing — United States Liability 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 20241004104213NAL0019471968001) for United States Liability Insurance Company 401(K) Plan, reported by United States Liability Insurance Company under EIN 23-1383313 and plan number 002. It reports 1,291 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)$68.1MReported net assets$68,140,846
Participants1.3K1,291
Provider compensation$173.8K3 Schedule C row(s)$173,825
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004104213NAL0019471968001
Plan sponsor
United States Liability Insurance Company
EIN
23-1383313
Plan number
002
Location
Wayne, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$68.1M total assets
Net assets$68.1MLiabilities$611
Money in vs. money out
Total income / additions$18M
Total expenses$3.7M
Benefits paid / distributions$3.5M
Contributions
EmployerNot reported
Participant$6.1M
Full reported line items
Total assets (EOY)
$68,141,457
Total liabilities (EOY)
$611
Net assets (EOY)
$68,140,846
Participant contributions
$6,090,566
Total income / additions
$18,013,863
Benefits paid
$3,540,009
Administrative expenses
$173,825
Total expenses
$3,713,834
Net increase / (decrease)
$14,300,029
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $85.3K
  2. 2
    RECORDKEEPER · Direct $76.6K
  3. 3
    ADVISOR · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004104213NAL0019471968001 cover?
It is the 2023 Form 5500 filing for United States Liability Insurance Company 401(K) Plan, reported by United States Liability Insurance Company (EIN 23-1383313).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages