Plan5500

Xl America, Inc. Employee Savings Plan — Form 5500 plan (Xl America, 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, Xl America, Inc. Employee Savings Plan is a benefit plan reported by Xl America, Inc. under EIN 06-1516268 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,206 participants and $1,200,894,757 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xl America, Inc.
EIN
06-1516268
Plan number
002
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
3,206
End-of-year plan assets
$1,200,894,757

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,206H, C20241015111423NAL0048994992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,200,894,757
Total liabilities (EOY)
$0
Net assets (EOY)
$1,200,894,757
Net assets (BOY)
$1,047,561,405

Income & contributions

Employer contributions
$36,441,671
Participant contributions
$32,304,446
Total contributions
$74,704,472
Total income / additions
$258,552,485

Expenses & distributions

Benefits paid
$94,026,866
Administrative expenses
$9,175
Total expenses
$94,122,651
Net increase / (decrease)
$164,429,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$9,175$02023

Related Form 5500 pages