Xl America, Inc. Retirement 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. Retirement Plan is a benefit plan reported by Xl America, Inc. under EIN 06-1516268 and plan number 003. The latest loaded filing year is 2023. The filing reports 306 participants and $43,710,579 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$43.7MPlan net assets, end of year$43,710,579
Participants306Covered participants reported
Assets / participant$142.8KComputed: assets ÷ participants$142,845 (computed)
Provider compensation$208.5K2 Schedule C provider row(s)$208,463
- Plan sponsor
- Xl America, Inc.
- EIN
- 06-1516268
- Plan number
- 003
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241015103526NAL0014411219001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$43.7M total assets
Net assets$43.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $43,710,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,710,579
- Net assets (BOY)
- $41,848,321
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,207,115
Expenses & distributions
- Benefits paid
- $2,019,131
- Administrative expenses
- $325,726
- Total expenses
- $2,344,857
- Net increase / (decrease)
- $1,862,258
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | INVESTMENT ADVISOR | $118,863 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $89,600 | not reported in the loaded dataset | 2023 |