Tmna, Inc. 401(K) Plan — Form 5500 plan (Tokio Marine North America 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, Tmna, Inc. 401(K) Plan is a benefit plan reported by Tokio Marine North America Inc. under EIN 45-2682016 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,121 participants and $699,105,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tokio Marine North America Inc.
- EIN
- 45-2682016
- Plan number
- 001
- Plan type
- 2
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 4,121
- End-of-year plan assets
- $699,105,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,121 | H, C | 20241003191527NAL0006044019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $699,105,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $699,105,628
- Net assets (BOY)
- $582,776,736
Income & contributions
- Employer contributions
- $16,883,607
- Participant contributions
- $31,762,398
- Total contributions
- $54,470,845
- Total income / additions
- $166,417,320
Expenses & distributions
- Benefits paid
- $49,253,887
- Administrative expenses
- $843,499
- Total expenses
- $50,088,428
- Net increase / (decrease)
- $116,328,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Capital Group LLC | INVESTMENT ADVISOR | $773,359 | not reported in the loaded dataset | 2023 |
| Littler Mendelson | ATTORNEY/LEGAL | $10,648 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$420,371 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tokio Marine North America Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jersey City, NJ
- Newport Capital Group LLC — Schedule C compensation
- Littler Mendelson — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation