2023 Form 5500 filing — Proassurance Group Savings And Retirement 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 20241011082643NAL0036396384001) for Proassurance Group Savings And Retirement Plan, reported by Proassurance Group Savings And Retirement Plan under EIN 63-1285505 and plan number 003. It reports 1,605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$352.4MReported net assets$352,379,730

Participants1.6K1,605

Provider compensation$310.7K3 Schedule C row(s)$310,749

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011082643NAL0036396384001
Plan sponsor: Proassurance Group Savings And Retirement Plan
EIN: 63-1285505
Plan number: 003
Location: not reported in the loaded dataset
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$352.4M total assets

Net assets$352.4MLiabilities$0

Money in vs. money out

Total income / additions$69M

Total expenses$45.1M

Benefits paid / distributions$44.8M

Contributions

Employer$5.7M

Participant$10.2M

Full reported line items

Total assets (EOY): $352,379,730
Total liabilities (EOY): $0
Net assets (EOY): $352,379,730
Employer contributions: $5,701,992
Participant contributions: $10,233,805
Total income / additions: $68,966,314
Benefits paid: $44,808,052
Administrative expenses: $283,265
Total expenses: $45,097,986
Net increase / (decrease): $23,868,328

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$211.5K
CONTRACT ADMINISTRATOR · Direct $209.8K · Indirect $1.7K
2
Merrill Lynch Pierce Fenner & Smith$74K
CONSULTANT · Direct $73.5K · Indirect $546
3
Rms Us Llp$25.2K
ACCOUNTANT · Direct $0 · Indirect $25.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011082643NAL0036396384001 cover?: It is the 2023 Form 5500 filing for Proassurance Group Savings And Retirement Plan, reported by Proassurance Group Savings And Retirement Plan (EIN 63-1285505).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).