2023 Form 5500 filing — Quality Carriers, Inc. 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 20241015132047NAL0028554641001) for Quality Carriers, Inc. 401(K) Plan, reported by Quality Carriers, Inc. under EIN 36-2590063 and plan number 002. It reports 2,126 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)$43.1MReported net assets$43,096,543
Participants2.1K2,126
Provider compensation$256.9K2 Schedule C row(s)$256,889
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132047NAL0028554641001
Plan sponsor
Quality Carriers, Inc.
EIN
36-2590063
Plan number
002
Location
Tampa, FL
Received date
not reported in the loaded dataset
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)$43.1M total assets
Net assets$43.1MLiabilities$0
Money in vs. money out
Total income / additions$15.2M
Total expenses$5.2M
Benefits paid / distributions$5M
Contributions
Employer$2.3M
Participant$5.7M
Full reported line items
Total assets (EOY)
$43,096,543
Total liabilities (EOY)
$0
Net assets (EOY)
$43,096,543
Employer contributions
$2,328,822
Participant contributions
$5,667,545
Total income / additions
$15,188,447
Benefits paid
$4,960,390
Administrative expenses
$218,388
Total expenses
$5,180,214
Net increase / (decrease)
$10,008,233

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$218,388$0
Kestra Investment Services LLCOTHER SERVICES$0$38,501

Related Form 5500 pages