2023 Form 5500 filing — Accession Risk Management Group 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 20241015120725NAL0016327635001) for Accession Risk Management Group 401(K)Plan, reported by Accession Risk Management Group, Inc. under EIN 47-5281014 and plan number 001. It reports 4,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120725NAL0016327635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accession Risk Management Group, Inc.
- EIN
- 47-5281014
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 4,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $330,194,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $330,194,282
- Employer contributions
- $14,577,324
- Participant contributions
- $35,119,137
- Total income / additions
- $115,976,629
- Benefits paid
- $25,945,336
- Administrative expenses
- $289,661
- Total expenses
- $26,237,930
- Net increase / (decrease)
- $89,738,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $223,305 | $0 |
| First Republic Investment Mgmt | SERVICE PROVIDER | $93,258 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $84,650 | not reported in the loaded dataset |
| Fidelity Investments Inst Operation | RECORDKEEPER | $13,306 | not reported in the loaded dataset |