2023 Form 5500 filing — Standard Insurance Company Retiree Umbrella Health And Welfare 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 20241011230122NAL0011412083001) for Standard Insurance Company Retiree Umbrella Health And Welfare Plan, reported by Standard Insurance Company under EIN 93-0242990 and plan number 516. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011230122NAL0011412083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standard Insurance Company
- EIN
- 93-0242990
- Plan number
- 516
- Location
- Portland, OR
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,415,779
- Total liabilities (EOY)
- $75,882
- Net assets (EOY)
- $17,339,897
- Employer contributions
- $141,550
- Total income / additions
- $1,316,634
- Benefits paid
- $889,646
- Administrative expenses
- $114,412
- Total expenses
- $1,004,058
- Net increase / (decrease)
- $312,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moss Adams Llp | NONE | $24,938 | not reported in the loaded dataset |
| The Standard | PLAN ADMINISTRATOR | $22,489 | not reported in the loaded dataset |
| Mercer | NONE | $22,000 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $6,660 | not reported in the loaded dataset |