2023 Form 5500 filing — Amica Mutual Insurance Company Retiree Medical 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 20241008102504NAL0016448097001) for Amica Mutual Insurance Company Retiree Medical Plan, reported by Amica Mutual Insurance Company under EIN 05-0348344 and plan number 514. It reports 2,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102504NAL0016448097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amica Mutual Insurance Company
- EIN
- 05-0348344
- Plan number
- 514
- Location
- Providence, RI
- Participants
- 2,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $355,834,959
- Total liabilities (EOY)
- $13,355,914
- Net assets (EOY)
- $342,479,045
- Employer contributions
- $2,238,789
- Participant contributions
- $1,642,867
- Total income / additions
- $39,170,374
- Benefits paid
- $15,991,822
- Administrative expenses
- $2,487,247
- Total expenses
- $18,479,069
- Net increase / (decrease)
- $20,691,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackstone Mgmt Partners L.L.C. | NONE | $74,995 | not reported in the loaded dataset |
| Willis Towers Watson | N/A | $33,408 | not reported in the loaded dataset |
| First Eagle Alternative Credit LLC | RECRDKEPER | not reported in the loaded dataset | $31,618 |
| Adams Street Credit Advisors Lp | RECRDKEPER | not reported in the loaded dataset | $22,971 |
| Stonepeak Associates Iii LLC | RECRDKEPER | not reported in the loaded dataset | $12,562 |
| Graycliff Partners Lp | RECRDKEPER | $9,488 | not reported in the loaded dataset |
| Cyprium Investment Partners LLC | RECRDKEPER | $7,490 | not reported in the loaded dataset |