Scor U.S. Group Retirement And Savings Plan — Form 5500 plan (Scor U.S. Corporation)
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, Scor U.S. Group Retirement And Savings Plan is a benefit plan reported by Scor U.S. Corporation under EIN 75-1791342 and plan number 002. The latest loaded filing year is 2023. The filing reports 942 participants and $285,081,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scor U.S. Corporation
- EIN
- 75-1791342
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 942
- End-of-year plan assets
- $285,081,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 942 | H, C | 20241015192234NAL0030748065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $285,081,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $285,081,634
- Net assets (BOY)
- $238,477,209
Income & contributions
- Employer contributions
- $11,395,353
- Participant contributions
- $8,894,207
- Total contributions
- $21,057,804
- Total income / additions
- $67,121,308
Expenses & distributions
- Benefits paid
- $20,270,130
- Administrative expenses
- $246,753
- Total expenses
- $20,516,883
- Net increase / (decrease)
- $46,604,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Mazars Llp | ACCOUNTANT | $80,952 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $65,463 | not reported in the loaded dataset | 2023 |
| The Segal Company | CONSULTANT | $58,100 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,027 | $0 | 2023 |
| Segal Marco Advisors | CONSULTANT | $19,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scor U.S. Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Forvis Mazars Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation