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, Sba Defined Contribution Plan For Bankers Insurance, LLC is a benefit plan reported by Bankers Insurance, LLC under EIN 54-1948974 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $36,559,125 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,559,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,559,125
- Net assets (BOY)
- $34,628,242
Income & contributions
- Employer contributions
- $1,029,886
- Participant contributions
- $1,756,353
- Total contributions
- $3,013,458
- Total income / additions
- $8,119,009
Expenses & distributions
- Benefits paid
- $5,975,588
- Administrative expenses
- $212,538
- Total expenses
- $6,188,126
- Net increase / (decrease)
- $1,930,883