2023 Form 5500 filing — Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401k & Profit Sharing 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 20241015200249NAL0017153795001) for Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401k & Profit Sharing Plan, reported by Starkweather & Shepley Insurance Brokerage, Inc. under EIN 05-0222530 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200249NAL0017153795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Starkweather & Shepley Insurance Brokerage, Inc.
- EIN
- 05-0222530
- Plan number
- 001
- Location
- East Providence, RI
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,493,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,493,767
- Employer contributions
- $4,239,373
- Participant contributions
- $2,751,381
- Total income / additions
- $17,801,103
- Benefits paid
- $3,730,712
- Administrative expenses
- $98,101
- Total expenses
- $3,828,813
- Net increase / (decrease)
- $13,972,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | NONE | $52,717 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $25,784 | $0 |
| Sansiveri Kimball And Co. Llp | NONE | $19,000 | not reported in the loaded dataset |