The Baltimore Life 401k Benefit Plan — Form 5500 plan (The Baltimore Life Insurance Co.)
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, The Baltimore Life 401k Benefit Plan is a benefit plan reported by The Baltimore Life Insurance Co. under EIN 52-0236900 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $50,799,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Baltimore Life Insurance Co.
- EIN
- 52-0236900
- Plan number
- 002
- Plan type
- 2
- Location
- Owings Mills, MD
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $50,799,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20240807154228NAL0006466656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,799,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,799,196
- Net assets (BOY)
- $45,327,935
Income & contributions
- Employer contributions
- $753,431
- Participant contributions
- $1,372,759
- Total contributions
- $2,244,499
- Total income / additions
- $9,186,644
Expenses & distributions
- Benefits paid
- $3,660,754
- Administrative expenses
- $54,629
- Total expenses
- $3,715,383
- Net increase / (decrease)
- $5,471,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $27,714 | $0 | 2023 |
| Cohnreznick Llp | NONE | $18,165 | not reported in the loaded dataset | 2023 |
| Onedigital Topco LLC | NONE | $8,750 | not reported in the loaded dataset | 2023 |