Munich Re U.S. Savings Plan — Form 5500 plan (Munich Reinsurance 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, Munich Re U.S. Savings Plan is a benefit plan reported by Munich Reinsurance America, Inc under EIN 13-4924125 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,935 participants and $1,611,018,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Munich Reinsurance America, Inc
- EIN
- 13-4924125
- Plan number
- 003
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 5,935
- End-of-year plan assets
- $1,611,018,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,935 | H, C | 20241002133333NAL0015080928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,611,018,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,611,018,009
- Net assets (BOY)
- $1,402,346,015
Income & contributions
- Employer contributions
- $51,545,088
- Participant contributions
- $47,760,371
- Total contributions
- $110,123,334
- Total income / additions
- $345,535,430
Expenses & distributions
- Benefits paid
- $136,295,051
- Administrative expenses
- $499,440
- Total expenses
- $136,863,436
- Net increase / (decrease)
- $208,671,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisors Inc | TRUSTEE | $383,043 | $0 | 2023 |
| Vanguard Fiduciary Trust Co | TRUSTEE | $106,849 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $17,016 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $1,157 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Munich Reinsurance America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- Vanguard Advisors Inc — Schedule C compensation
- Vanguard Fiduciary Trust Co — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation