Coface U. S. Group 401(K) Plan — Form 5500 plan (Coface North America 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, Coface U. S. Group 401(K) Plan is a benefit plan reported by Coface North America Insurance Company under EIN 20-0527783 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $40,798,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coface North America Insurance Company
- EIN
- 20-0527783
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $40,798,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20240930115106NAL0003211283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,798,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,798,259
- Net assets (BOY)
- $35,015,992
Income & contributions
- Employer contributions
- $931,617
- Participant contributions
- $2,143,632
- Total contributions
- $4,088,318
- Total income / additions
- $10,593,202
Expenses & distributions
- Benefits paid
- $4,722,206
- Administrative expenses
- $88,729
- Total expenses
- $4,810,935
- Net increase / (decrease)
- $5,782,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pkf O'Connor Davies, Llp | NONE | $36,250 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $35,536 | $0 | 2023 |
| Usi Advisors Inc | NONE | $17,593 | not reported in the loaded dataset | 2023 |