Specialty Underwriters LLC Retirement Plan — Form 5500 plan (Specialty Underwriters LLC)
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, Specialty Underwriters LLC Retirement Plan is a benefit plan reported by Specialty Underwriters LLC under EIN 39-1915737 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $13,217,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Underwriters LLC
- EIN
- 39-1915737
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Creek, WI
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $13,217,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241010072915NAL0020637777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,217,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,217,008
- Net assets (BOY)
- $11,409,874
Income & contributions
- Employer contributions
- $72,539
- Participant contributions
- $454,035
- Total contributions
- $526,574
- Total income / additions
- $2,606,703
Expenses & distributions
- Benefits paid
- $789,816
- Administrative expenses
- $9,753
- Total expenses
- $799,569
- Net increase / (decrease)
- $1,807,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnson Bank | NONE | $7,598 | $0 | 2023 |