2023 Form 5500 filing — American Transit Insurance Company 401(K) Profit Sharing 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 20241010111710NAL0020881873001) for American Transit Insurance Company 401(K) Profit Sharing Plan, reported by American Transit Insurance Company under EIN 13-2724937 and plan number 001. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111710NAL0020881873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Transit Insurance Company
- EIN
- 13-2724937
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,991,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,991,196
- Employer contributions
- $0
- Participant contributions
- $1,729,412
- Total income / additions
- $5,415,824
- Benefits paid
- $949,995
- Administrative expenses
- $162,309
- Total expenses
- $1,120,088
- Net increase / (decrease)
- $4,295,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGMT | $90,521 | not reported in the loaded dataset |
| Private Advisor Group LLC | INVESTMENT ADVISOR | $39,269 | not reported in the loaded dataset |
| Side By Side Financials Inc | CONTRACT ADMIN/OTHER | $20,366 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $12,153 | $0 |