2023 Form 5500 filing — Secura 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 20241010074208NAL0011276195001) for Secura Employees' Pension Plan, reported by Secura Insurance, A Mutual Company under EIN 39-0355180 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010074208NAL0011276195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Secura Insurance, A Mutual Company
- EIN
- 39-0355180
- Plan number
- 001
- Location
- Neenah, WI
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,893,299
- Total liabilities (EOY)
- $107,990
- Net assets (EOY)
- $88,785,309
- Total income / additions
- $16,530,701
- Benefits paid
- $60,727,562
- Administrative expenses
- $925,285
- Total expenses
- $61,652,847
- Net increase / (decrease)
- -$45,122,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Palisade Capital Management LLC | NONE | $112,091 | not reported in the loaded dataset |
| Sawgrass Asset Management LLC | NONE | $88,153 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $81,056 | not reported in the loaded dataset |
| Mondrian Investment Group | NONE | $68,308 | not reported in the loaded dataset |
| Principal Financial Group Inc | NONE | $37,409 | not reported in the loaded dataset |
| Mccready And Keene, Inc. | NONE | $33,450 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $12,075 | not reported in the loaded dataset |