Arbella 401(K) Savings Plan — Form 5500 plan (Arbella 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, Arbella 401(K) Savings Plan is a benefit plan reported by Arbella Mutual Insurance Company under EIN 04-3022050 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,493 participants and $291,674,611 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arbella Mutual Insurance Company
EIN
04-3022050
Plan number
001
Plan type
2
Location
Quincy, MA
Latest filing year
2023
Participants
1,493
End-of-year plan assets
$291,674,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,493H, C20241009102637NAL0009105587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$291,674,611
Total liabilities (EOY)
$0
Net assets (EOY)
$291,674,611
Net assets (BOY)
$253,656,283

Income & contributions

Employer contributions
$4,272,968
Participant contributions
$8,022,108
Total contributions
$12,636,813
Total income / additions
$56,372,239

Expenses & distributions

Benefits paid
$18,493,512
Administrative expenses
-$131,869
Total expenses
$18,353,911
Net increase / (decrease)
$38,018,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$131,869$02023

Related Form 5500 pages