Shelterpoint Life 401(K) Plan — Form 5500 plan (Shelterpoint Life 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, Shelterpoint Life 401(K) Plan is a benefit plan reported by Shelterpoint Life Insurance Company under EIN 11-2284118 and plan number 003. The latest loaded filing year is 2023. The filing reports 259 participants and $38,412,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelterpoint Life Insurance Company
- EIN
- 11-2284118
- Plan number
- 003
- Plan type
- 2
- Location
- Garden City, NY
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $38,412,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20240731170116NAL0021971361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,412,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,412,920
- Net assets (BOY)
- $28,857,946
Income & contributions
- Employer contributions
- $2,842,260
- Participant contributions
- $1,551,313
- Total contributions
- $4,466,661
- Total income / additions
- $10,111,014
Expenses & distributions
- Benefits paid
- $536,796
- Administrative expenses
- $19,244
- Total expenses
- $556,040
- Net increase / (decrease)
- $9,554,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $22,069 | $0 | 2023 |