2023 Form 5500 filing — Surplus Line Association 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 20250915115426NAL0001071489001) for Surplus Line Association Savings Plan, reported by Surplus Line Association Of California under EIN 94-0912095 and plan number 002. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915115426NAL0001071489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surplus Line Association Of California
- EIN
- 94-0912095
- Plan number
- 002
- Location
- San Ramon, CA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,168,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,168,472
- Employer contributions
- $830,831
- Participant contributions
- $1,329,215
- Total income / additions
- $6,258,565
- Benefits paid
- $3,915,741
- Administrative expenses
- $9,488
- Total expenses
- $3,942,742
- Net increase / (decrease)
- $2,315,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hood & Strong Llp | AUDITOR | $7,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,988 | $0 |