2023 Form 5500 filing — Employee Savings And Deferred Income Plan Of Munich American Reassurance Company
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 20241010130457NAL0034087200001) for Employee Savings And Deferred Income Plan Of Munich American Reassurance Company, reported by Munich American Reassurance Company under EIN 58-0828824 and plan number 002. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130457NAL0034087200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Munich American Reassurance Company
- EIN
- 58-0828824
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,820,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,820,498
- Employer contributions
- $2,422,907
- Participant contributions
- $4,331,454
- Total income / additions
- $19,831,947
- Benefits paid
- $9,795,265
- Administrative expenses
- $107,759
- Total expenses
- $9,909,816
- Net increase / (decrease)
- $9,922,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,953 | $0 |
| Investment Research & Advisory Grou | INVESTMENT ADVISOR | $30,060 | not reported in the loaded dataset |
| Carr Riggs & Ingram LLC | AUDITOR | $16,000 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | OTHER | $13,346 | not reported in the loaded dataset |