Qbe 401(K) Savings 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 401(K) Savings Plan is a benefit plan reported by Qbe Holdings, Inc. under EIN 52-1147383 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,571 participants and $730,533,258 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
- 002
- Plan type
- 2
- Location
- Sun Prairie, WI
- Latest filing year
- 2023
- Participants
- 4,571
- End-of-year plan assets
- $730,533,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,571 | H, C | 20240913165956NAL0010200513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $730,533,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $730,533,258
- Net assets (BOY)
- $633,769,093
Income & contributions
- Employer contributions
- $23,760,735
- Participant contributions
- $28,084,665
- Total contributions
- $58,347,925
- Total income / additions
- $161,832,605
Expenses & distributions
- Benefits paid
- $64,774,063
- Administrative expenses
- $293,469
- Total expenses
- $65,068,440
- Net increase / (decrease)
- $96,764,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $218,003 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $25,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Qbe Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sun Prairie, WI
- Prudential Retirement Insurance And — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation