Amtrust Retirement Plan — Form 5500 plan (Amtrust Financial Services, Inc)
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, Amtrust Retirement Plan is a benefit plan reported by Amtrust Financial Services, Inc under EIN 04-3106389 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,091 participants and $398,641,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amtrust Financial Services, Inc
- EIN
- 04-3106389
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 6,091
- End-of-year plan assets
- $398,641,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,091 | H, C | 20241008101558NAL0028326048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $398,641,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $398,641,308
- Net assets (BOY)
- $322,855,933
Income & contributions
- Employer contributions
- $10,196,995
- Participant contributions
- $33,793,874
- Total contributions
- $55,812,359
- Total income / additions
- $114,627,931
Expenses & distributions
- Benefits paid
- $38,169,941
- Administrative expenses
- $490,619
- Total expenses
- $38,842,556
- Net increase / (decrease)
- $75,785,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $280,175 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $123,194 | not reported in the loaded dataset | 2023 |
| Usi Advisors Inc | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Goldgrab Cpa Pllc | NONE | $27,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amtrust Financial Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Goldgrab Cpa Pllc — Schedule C compensation