2023 Form 5500 filing — The Pension Plan For Insurance Organizations
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 20241011124750NAL0010925731001) for The Pension Plan For Insurance Organizations, reported by Named Fiduciaries Of The Pension Plan For Insurance Organizations under EIN 27-0131295 and plan number 001. It reports 7,900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124750NAL0010925731001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Named Fiduciaries Of The Pension Plan For Insurance Organizations
- EIN
- 27-0131295
- Plan number
- 001
- Location
- Fair Lawn, NJ
- Participants
- 7,900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,124,297,553
- Total liabilities (EOY)
- $337,384
- Net assets (EOY)
- $1,123,960,169
- Employer contributions
- $24,213,860
- Total income / additions
- $151,208,671
- Benefits paid
- $60,912,672
- Administrative expenses
- $4,734,513
- Total expenses
- $65,647,185
- Net increase / (decrease)
- $85,561,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us | ACTUARY | $1,374,000 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $868,150 | $0 |
| Edgewood Partners Ins | INSURANCE REP | $365,207 | not reported in the loaded dataset |
| Larry Heller | PLAN ADMINISTRATOR | $313,735 | not reported in the loaded dataset |
| Regina C Reardon Pc | LEGAL | $188,071 | not reported in the loaded dataset |
| Klingman & Associates, LLC | INVESTMENT ADVISORY | $188,000 | not reported in the loaded dataset |
| Steven Weisbart | TRUSTEE | $186,628 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT | $141,732 | not reported in the loaded dataset |
| John Ogle | TRUSTEE | $136,500 | not reported in the loaded dataset |
| Nisa Investment Advisors | INVESTMENT ADVISORY | $112,388 | not reported in the loaded dataset |
| Pensionmark Financial Group, Llp | CONSULTANT | $87,360 | not reported in the loaded dataset |
| George Dodd | CONSULTANT | $77,830 | not reported in the loaded dataset |
| Ronald A Cassesso | TRUSTEE | $39,109 | not reported in the loaded dataset |
| File-X Document Imaging | RECORDKEEPING | $13,882 | not reported in the loaded dataset |
| The Angell Pension Group | INVESTMENT ADVISORY | $11,400 | not reported in the loaded dataset |