Arc Excess & Surplus, LLC Retirement Plan — Form 5500 plan (Arc Excess & Surplus, LLC)
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, Arc Excess & Surplus, LLC Retirement Plan is a benefit plan reported by Arc Excess & Surplus, LLC under EIN 11-3367953 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $22,157,271 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22.1MPlan net assets, end of year$22,142,988
Participants185Covered participants reported
Assets / participant$119.8KComputed: assets ÷ participants$119,769 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Arc Excess & Surplus, LLC
- EIN
- 11-3367953
- Plan number
- 001
- Plan type
- 2
- Location
- Jericho, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20240917140823NAL0004164880001 |
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)$22.2M total assets
Net assets$22.1MLiabilities$14.3K
Full reported line items
Net assets
- Total assets (EOY)
- $22,157,271
- Total liabilities (EOY)
- $14,283
- Net assets (EOY)
- $22,142,988
- Net assets (BOY)
- $20,185,926
Income & contributions
- Employer contributions
- $1,050,252
- Total contributions
- $1,050,252
- Total income / additions
- $2,608,492
Expenses & distributions
- Benefits paid
- $551,799
- Administrative expenses
- $99,631
- Total expenses
- $651,430
- Net increase / (decrease)
- $1,957,062
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 assets3%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Parameters Financial | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |