Plan5500

Proassurance Group Savings And Retirement Plan — Form 5500 plan (Proassurance Group Savings And Retirement Plan)

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, Proassurance Group Savings And Retirement Plan is a benefit plan reported by Proassurance Group Savings And Retirement Plan under EIN 63-1285505 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,605 participants and $352,379,730 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$352.4MPlan net assets, end of year$352,379,730
Participants1.6KCovered participants reported1,605
Assets / participant$219.6KComputed: assets ÷ participants$219,551 (computed)
Provider compensation$310.7K3 Schedule C provider row(s)$310,749
Plan sponsor
Proassurance Group Savings And Retirement Plan
EIN
63-1285505
Plan number
003
Plan type
2
Location
not reported in the loaded dataset
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,605 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$352.4M total assets
Net assets$352.4MLiabilities$0
Money in vs. money out
Total income / additions$69M
Total expenses$45.1M
Benefits paid / distributions$44.8M
Contributions
Employer$5.7M
Participant$10.2M
Full reported line items

Net assets

Total assets (EOY)
$352,379,730
Total liabilities (EOY)
$0
Net assets (EOY)
$352,379,730
Net assets (BOY)
$324,595,634

Income & contributions

Employer contributions
$5,701,992
Participant contributions
$10,233,805
Total contributions
$17,316,516
Total income / additions
$68,966,314

Expenses & distributions

Benefits paid
$44,808,052
Administrative expenses
$283,265
Total expenses
$45,097,986
Net increase / (decrease)
$23,868,328
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$211.5K
    CONTRACT ADMINISTRATOR · Direct $209.8K · Indirect $1.7K
  2. 2
    Merrill Lynch Pierce Fenner & Smith$74K
    CONSULTANT · Direct $73.5K · Indirect $546
  3. 3
    Rms Us Llp$25.2K
    ACCOUNTANT · Direct $0 · Indirect $25.2K

What to inspect next

Frequently asked questions

Who sponsors the Proassurance Group Savings And Retirement Plan?
Proassurance Group Savings And Retirement Plan is reported as sponsored by Proassurance Group Savings And Retirement Plan (EIN 63-1285505, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Proassurance Group Savings And Retirement Plan?
The latest Form 5500 filing year loaded for Proassurance Group Savings And Retirement Plan is 2023.
How many participants does Proassurance Group Savings And Retirement Plan report?
Proassurance Group Savings And Retirement Plan reports 1,605 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Proassurance Group Savings And Retirement Plan?
Proassurance Group Savings And Retirement Plan reports $352,379,730 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages