2023 Form 5500 filing — Concord General Mutual Insurance Company Employees Pension 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 20241009085426NAL0030777344001) for Concord General Mutual Insurance Company Employees Pension Plan, reported by Concord General Mutual Insurance Company under EIN 02-0131910 and plan number 001. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009085426NAL0030777344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concord General Mutual Insurance Company
- EIN
- 02-0131910
- Plan number
- 001
- Location
- Bedford, NH
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,184,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,184,015
- Total income / additions
- $13,696,813
- Benefits paid
- $4,290,123
- Administrative expenses
- $773,853
- Total expenses
- $5,063,976
- Net increase / (decrease)
- $8,632,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Td Banknorth | NONE | $375,715 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $33,521 | not reported in the loaded dataset |