Assurant Pension Plan — Form 5500 plan (Assurant, 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, Assurant Pension Plan is a benefit plan reported by Assurant, Inc. under EIN 39-1126612 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,902 participants and $710,315,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Assurant, Inc.
- EIN
- 39-1126612
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 9,902
- End-of-year plan assets
- $710,315,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,902 | H, C | 20241014152939NAL0013538323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $710,315,921
- Total liabilities (EOY)
- $53,505,994
- Net assets (EOY)
- $656,809,927
- Net assets (BOY)
- $665,383,109
Income & contributions
- Total contributions
- $0
- Total income / additions
- $39,912,546
Expenses & distributions
- Benefits paid
- $44,581,392
- Administrative expenses
- $3,904,336
- Total expenses
- $48,485,728
- Net increase / (decrease)
- -$8,573,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Mngmt Co LLC | INVESTMENT MANAGER | $889,941 | not reported in the loaded dataset | 2023 |
| Magnitude Capital, LLC | INVESTMENT MANAGER | $777,944 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank | INVESTMENT MANAGEMENT | $750,480 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $274,167 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | DIRECTED TRUSTEE | $138,714 | not reported in the loaded dataset | 2023 |
| Telus Health (Us) Ltd. | CONSULTANT | $104,049 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Assurant, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Pacific Investment Mngmt Co LLC — Schedule C compensation
- Magnitude Capital, LLC — Schedule C compensation
- Jpmorgan Chase Bank — Schedule C compensation
- Mercer — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Telus Health (Us) Ltd. — Schedule C compensation