Fm Global 401(K) Savings Plan — Form 5500 plan (Factory 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, Fm Global 401(K) Savings Plan is a benefit plan reported by Factory Mutual Insurance Company under EIN 05-0316605 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,602 participants and $1,684,102,096 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Factory Mutual Insurance Company
EIN
05-0316605
Plan number
003
Plan type
2
Location
Johnston, RI
Latest filing year
2023
Participants
5,602
End-of-year plan assets
$1,684,102,096

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,602H, C20241001122957NAL0006709985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,684,102,096
Total liabilities (EOY)
$165,274
Net assets (EOY)
$1,683,936,822
Net assets (BOY)
$1,429,615,948

Income & contributions

Employer contributions
$28,478,355
Participant contributions
$50,154,553
Total contributions
$85,674,869
Total income / additions
$383,935,686

Expenses & distributions

Benefits paid
$130,070,091
Administrative expenses
-$486,343
Total expenses
$129,614,812
Net increase / (decrease)
$254,320,874

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$330,719not reported in the loaded dataset2023
Groom Law Group, CharteredATTORNEY/LEGAL$32,537not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$1,277,730$02023

Related Form 5500 pages