American Transit Insurance Company 401(K) Profit Sharing Plan — Form 5500 plan (American Transit 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, American Transit Insurance Company 401(K) Profit Sharing Plan is a benefit plan reported by American Transit Insurance Company under EIN 13-2724937 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $29,991,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Transit Insurance Company
- EIN
- 13-2724937
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $29,991,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20241010111710NAL0020881873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,991,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,991,196
- Net assets (BOY)
- $25,695,460
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,729,412
- Total contributions
- $1,782,731
- Total income / additions
- $5,415,824
Expenses & distributions
- Benefits paid
- $949,995
- Administrative expenses
- $162,309
- Total expenses
- $1,120,088
- Net increase / (decrease)
- $4,295,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGMT | $90,521 | not reported in the loaded dataset | 2023 |
| Private Advisor Group LLC | INVESTMENT ADVISOR | $39,269 | not reported in the loaded dataset | 2023 |
| Side By Side Financials Inc | CONTRACT ADMIN/OTHER | $20,366 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $12,153 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Transit Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Empower Advisory Group LLC — Schedule C compensation
- Private Advisor Group LLC — Schedule C compensation
- Side By Side Financials Inc — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation