Sedgwick Retirement Plan — Form 5500 plan (Sedgwick Claims Management 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, Sedgwick Retirement Plan is a benefit plan reported by Sedgwick Claims Management Services, Inc. under EIN 36-2685608 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,089 participants and $69,191,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sedgwick Claims Management Services, Inc.
- EIN
- 36-2685608
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 2,089
- End-of-year plan assets
- $69,191,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,089 | H, C | 20241014154000NAL0013553107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,191,748
- Net assets (EOY)
- $69,191,748
- Net assets (BOY)
- $63,503,859
Income & contributions
- Employer contributions
- $60,000
- Participant contributions
- $0
- Total contributions
- $60,000
- Total income / additions
- $10,534,744
Expenses & distributions
- Benefits paid
- $4,158,715
- Administrative expenses
- $688,140
- Total expenses
- $4,846,855
- Net increase / (decrease)
- $5,687,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Human Resource Consulting | ACTUARY | $333,165 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce, Fenner, Smith | BROKERAGE | $307,124 | $10,202 | 2023 |
| Bank Of America | TRUSTEE | $43,169 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sedgwick Claims Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Mercer Human Resource Consulting — Schedule C compensation
- Merrill Lynch Pierce, Fenner, Smith — Schedule C compensation
- Bank Of America — Schedule C compensation