Factory Mutual Insurance Company Postretirement Welfare Program — 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, Factory Mutual Insurance Company Postretirement Welfare Program is a benefit plan reported by Factory Mutual Insurance Company under EIN 05-0316605 and plan number 506. The latest loaded filing year is 2023. The filing reports 2,000 participants and $175,442,581 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
506
Plan type
2
Location
Johnston, RI
Latest filing year
2023
Participants
2,000
End-of-year plan assets
$175,442,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,000H, C20241008144028NAL0035055842001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$175,442,581
Total liabilities (EOY)
$19,810,485
Net assets (EOY)
$155,632,096
Net assets (BOY)
$139,766,948

Income & contributions

Participant contributions
$2,164,894
Total contributions
$2,164,894
Total income / additions
$37,123,773

Expenses & distributions

Benefits paid
$16,907,791
Administrative expenses
$4,350,834
Total expenses
$21,258,625
Net increase / (decrease)
$15,865,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan ChaseNONE$102,000$02023
Willis Towers Watson, LLCNONE$62,782not reported in the loaded dataset2023

Related Form 5500 pages