Axis Specialty U.S. Services, Inc. 401(K) Plan — Form 5500 plan (Axis Specialty U.S. 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, Axis Specialty U.S. Services, Inc. 401(K) Plan is a benefit plan reported by Axis Specialty U.S. Services, Inc. under EIN 41-2030082 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,490 participants and $357,772,433 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axis Specialty U.S. Services, Inc.
EIN
41-2030082
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
1,490
End-of-year plan assets
$357,772,433

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,490H, C20241015154230NAL0016783795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$357,772,433
Total liabilities (EOY)
$0
Net assets (EOY)
$357,772,433
Net assets (BOY)
$305,609,207

Income & contributions

Employer contributions
$15,988,882
Participant contributions
$13,860,187
Total contributions
$32,793,442
Total income / additions
$91,227,760

Expenses & distributions

Benefits paid
$38,984,965
Administrative expenses
$74,201
Total expenses
$39,064,534
Net increase / (decrease)
$52,163,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$48,329$02023
Strategic Advisors, Inc.ADVISOR$25,872not reported in the loaded dataset2023

Related Form 5500 pages