Housing Authority Risk Retention Group 401k Plan — Form 5500 plan (Housing Authority Risk Retention Group 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, Housing Authority Risk Retention Group 401k Plan is a benefit plan reported by Housing Authority Risk Retention Group Inc under EIN 06-1206658 and plan number 002. The latest loaded filing year is 2023. The filing reports 216 participants and $52,501,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Housing Authority Risk Retention Group Inc
- EIN
- 06-1206658
- Plan number
- 002
- Plan type
- 2
- Location
- Cheshire, CT
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $52,501,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20240930091048NAL0009122272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,501,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,501,087
- Net assets (BOY)
- $43,136,963
Income & contributions
- Employer contributions
- $2,426,774
- Participant contributions
- $1,878,744
- Total contributions
- $4,467,908
- Total income / additions
- $12,119,379
Expenses & distributions
- Benefits paid
- $2,712,429
- Administrative expenses
- $31,255
- Total expenses
- $2,755,255
- Net increase / (decrease)
- $9,364,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $31,252 | $0 | 2023 |