The Harford Mutual Insurance Group Retirement Savings Plan — Form 5500 plan (The Harford Mutual Insurance Company)
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 Harford Mutual Insurance Group Retirement Savings Plan is a benefit plan reported by The Harford Mutual Insurance Company under EIN 52-0424840 and plan number 002. The latest loaded filing year is 2023. The filing reports 235 participants and $45,317,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Harford Mutual Insurance Company
- EIN
- 52-0424840
- Plan number
- 002
- Plan type
- 2
- Location
- Bel Air, MD
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $45,317,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20240829102147NAL0024192816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,317,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,317,216
- Net assets (BOY)
- $37,724,504
Income & contributions
- Employer contributions
- $1,030,471
- Participant contributions
- $1,625,616
- Total contributions
- $3,637,034
- Total income / additions
- $10,120,744
Expenses & distributions
- Benefits paid
- $2,428,078
- Administrative expenses
- $99,954
- Total expenses
- $2,528,032
- Net increase / (decrease)
- $7,592,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,273 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $42,708 | not reported in the loaded dataset | 2023 |
| Brown Schultz Sheridan & Fritz | AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $4,173 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Harford Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bel Air, MD
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Brown Schultz Sheridan & Fritz — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation