Qbe Pension Equity Plan — Form 5500 plan (Qbe Holdings, 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, Qbe Pension Equity Plan is a benefit plan reported by Qbe Holdings, Inc. under EIN 52-1147383 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,447 participants and $153,110,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Qbe Holdings, Inc.
EIN
52-1147383
Plan number
001
Plan type
2
Location
Sun Prairie, WI
Latest filing year
2023
Participants
2,447
End-of-year plan assets
$153,110,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,447H, C20240927144920NAL0001356691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$153,110,361
Total liabilities (EOY)
$0
Net assets (EOY)
$153,110,361
Net assets (BOY)
$153,987,125

Income & contributions

Total contributions
$0
Total income / additions
$16,461,146

Expenses & distributions

Benefits paid
$15,824,426
Administrative expenses
$1,513,484
Total expenses
$17,337,910
Net increase / (decrease)
-$876,764

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pru Retirement Ins & AnnuityNONE$248,642$02023
Jp Morgan Investment ManagementNONE$47,349not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$20,975not reported in the loaded dataset2023

Related Form 5500 pages