2023 Form 5500 filing — Europ Assistance North America 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 20241015174551NAL0015191123001) for Europ Assistance North America 401(K) Plan, reported by Europ Assistance North America, Inc under EIN 77-0722182 and plan number 001. It reports 1,312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174551NAL0015191123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Europ Assistance North America, Inc
- EIN
- 77-0722182
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 1,312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,902,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,902,672
- Employer contributions
- $3,242,431
- Participant contributions
- $5,248,334
- Total income / additions
- $19,408,982
- Benefits paid
- $4,416,680
- Administrative expenses
- $212,985
- Total expenses
- $4,721,854
- Net increase / (decrease)
- $14,687,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $78,582 | not reported in the loaded dataset |
| Mma Securities | ADVISOR | $76,785 | not reported in the loaded dataset |
| Compensation Benefit Planning, Inc. | PLAN ADMINISTRATOR | $40,201 | not reported in the loaded dataset |
| Strategic Advisors | ADVISOR | $7,242 | not reported in the loaded dataset |