Concord General Mutual Insurance Company Employees Pension Plan — Form 5500 plan (Concord General Mutual Insurance Company)

Plain-English plan 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, Concord General Mutual Insurance Company Employees Pension Plan is a benefit plan reported by Concord General Mutual Insurance Company under EIN 02-0131910 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $93,184,015 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concord General Mutual Insurance Company
EIN
02-0131910
Plan number
001
Plan type
2
Location
Bedford, NH
Latest filing year
2023
Participants
453
End-of-year plan assets
$93,184,015

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023453H, C20241009085426NAL0030777344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,184,015
Total liabilities (EOY)
$0
Net assets (EOY)
$93,184,015
Net assets (BOY)
$84,551,178

Income & contributions

Total contributions
$0
Total income / additions
$13,696,813

Expenses & distributions

Benefits paid
$4,290,123
Administrative expenses
$773,853
Total expenses
$5,063,976
Net increase / (decrease)
$8,632,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Td BanknorthNONE$375,715not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$33,521not reported in the loaded dataset2023

Related Form 5500 pages