2023 Form 5500 filing — A.M. Best Company Savings 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 20241014130826NAL0026225425001) for A.M. Best Company Savings Plan, reported by A. M. Best Company under EIN 13-4955140 and plan number 002. It reports 658 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)$167.7MReported net assets$167,682,320
Participants658
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014130826NAL0026225425001
Plan sponsor
A. M. Best Company
EIN
13-4955140
Plan number
002
Location
Oldwick, NJ
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)$167.7M total assets
Net assets$167.7MLiabilities$0
Money in vs. money out
Total income / additions$33.3M
Total expenses$7.2M
Benefits paid / distributions$7.3M
Contributions
Employer$4.3M
Participant$6.1M
Full reported line items
Total assets (EOY)
$167,682,320
Total liabilities (EOY)
$0
Net assets (EOY)
$167,682,320
Employer contributions
$4,309,443
Participant contributions
$6,076,162
Total income / additions
$33,276,090
Benefits paid
$7,273,127
Administrative expenses
-$66,569
Total expenses
$7,206,558
Net increase / (decrease)
$26,069,532
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $37.9K
  2. 2
    RECORDKEEPER · Direct -$104.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130826NAL0026225425001 cover?
It is the 2023 Form 5500 filing for A.M. Best Company Savings Plan, reported by A. M. Best Company (EIN 13-4955140).
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).

Related Form 5500 pages