2023 Form 5500 filing — Everest Group Holdings LLC 401(K) 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 20241014111642NAL0026016161001) for Everest Group Holdings LLC 401(K) Plan, reported by Everest Group Holdings LLC under EIN 81-5423461 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111642NAL0026016161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everest Group Holdings LLC
- EIN
- 81-5423461
- Plan number
- 001
- Location
- Wexford, PA
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,378,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,378,375
- Participant contributions
- $553,301
- Total income / additions
- $1,700,772
- Benefits paid
- $1,264,022
- Administrative expenses
- $48,637
- Total expenses
- $1,334,918
- Net increase / (decrease)
- $365,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | RIA | $28,654 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $1,209 | $0 |