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, Primerica Savings & Investment Plan is a benefit plan reported by Primerica, Inc. under EIN 27-1204330 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,402 participants and $292,556,366 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $292,556,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $292,556,366
- Net assets (BOY)
- $241,316,414
Income & contributions
- Employer contributions
- $11,246,434
- Participant contributions
- $16,537,742
- Total contributions
- $28,988,282
- Total income / additions
- $72,109,619
Expenses & distributions
- Benefits paid
- $20,689,453
- Administrative expenses
- $47,100
- Total expenses
- $20,869,667
- Net increase / (decrease)
- $51,239,952