2023 Form 5500 filing — Edgewood Partners Insurance Center Savings Investment 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 20241015190328NAL0030708129001) for Edgewood Partners Insurance Center Savings Investment Plan, reported by Edgewood Partners Insurance Center under EIN 94-3195221 and plan number 001. It reports 3,511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190328NAL0030708129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edgewood Partners Insurance Center
- EIN
- 94-3195221
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 3,511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $461,288,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,288,868
- Employer contributions
- $14,479,376
- Participant contributions
- $34,427,476
- Total income / additions
- $127,421,399
- Benefits paid
- $51,057,711
- Administrative expenses
- $356,231
- Total expenses
- $51,462,332
- Net increase / (decrease)
- $75,959,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $271,100 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $85,131 | $0 |