2023 Form 5500 filing — Sagicor Life Insurance Company Retirement Savings 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 20241216072406NAL0000705331001) for Sagicor Life Insurance Company Retirement Savings Plan, reported by Sagicor Life Insurance Company under EIN 74-1915841 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216072406NAL0000705331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sagicor Life Insurance Company
- EIN
- 74-1915841
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,051,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,051,406
- Employer contributions
- $578,244
- Participant contributions
- $1,379,770
- Total income / additions
- $5,551,893
- Benefits paid
- $2,207,781
- Administrative expenses
- $158,334
- Total expenses
- $2,373,070
- Net increase / (decrease)
- $3,178,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kirke | OTHER | $45,407 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,080 | $0 |
| Kb Pension Services, Inc. | CONTRACT ADMIN | $13,780 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,226 | not reported in the loaded dataset |