Plan5500

Pension Plan For Employees Of Aegis Insurance Services, Inc. — Form 5500 plan (Aegis Insurance Services, 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, Pension Plan For Employees Of Aegis Insurance Services, Inc. is a benefit plan reported by Aegis Insurance Services, Inc. under EIN 22-2466904 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $6,460,524 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aegis Insurance Services, Inc.
EIN
22-2466904
Plan number
001
Plan type
2
Location
East Rutherford, NJ
Latest filing year
2023
Participants
120
End-of-year plan assets
$6,460,524

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20241015110757NAL0016202611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,460,524
Total liabilities (EOY)
$6,460,524
Net assets (EOY)
$0
Net assets (BOY)
$23,505,203

Income & contributions

Total contributions
$0
Total income / additions
$1,427,786

Expenses & distributions

Benefits paid
$18,730,329
Administrative expenses
$71,406
Total expenses
$18,801,735
Net increase / (decrease)
-$17,373,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Conrad SiegelNONE$56,940not reported in the loaded dataset2023
Charles SchwabNONE$14,466not reported in the loaded dataset2023

Related Form 5500 pages