2023 Form 5500 filing — Factory Mutual Insurance Company Postretirement Welfare Program
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 20241008144028NAL0035055842001) for Factory Mutual Insurance Company Postretirement Welfare Program, reported by Factory Mutual Insurance Company under EIN 05-0316605 and plan number 506. It reports 2,000 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144028NAL0035055842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Factory Mutual Insurance Company
- EIN
- 05-0316605
- Plan number
- 506
- Location
- Johnston, RI
- Participants
- 2,000
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,442,581
- Total liabilities (EOY)
- $19,810,485
- Net assets (EOY)
- $155,632,096
- Participant contributions
- $2,164,894
- Total income / additions
- $37,123,773
- Benefits paid
- $16,907,791
- Administrative expenses
- $4,350,834
- Total expenses
- $21,258,625
- Net increase / (decrease)
- $15,865,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase | NONE | $102,000 | $0 |
| Willis Towers Watson, LLC | NONE | $62,782 | not reported in the loaded dataset |