Transre Incentive Retirement Plan — Form 5500 plan (Transatlantic Holdings, Inc. & Subsidiaries)

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, Transre Incentive Retirement Plan is a benefit plan reported by Transatlantic Holdings, Inc. & Subsidiaries under EIN 80-0795986 and plan number 002. The latest loaded filing year is 2023. The filing reports 567 participants and $213,210,058 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$213.2MPlan net assets, end of year$213,210,058
Participants567Covered participants reported
Assets / participant$376KComputed: assets ÷ participants$376,032 (computed)
Provider compensation$56.5K2 Schedule C provider row(s)$56,452
Plan sponsor
Transatlantic Holdings, Inc. & Subsidiaries
EIN
80-0795986
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023567H, C20241011095153NAL0022520129001
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)$213.2M total assets
Net assets$213.2MLiabilities$0
Money in vs. money out
Total income / additions$43.6M
Total expenses$11.3M
Benefits paid / distributions$11.3M
Contributions
Employer$3.3M
Participant$6.8M
Full reported line items

Net assets

Total assets (EOY)
$213,210,058
Total liabilities (EOY)
$0
Net assets (EOY)
$213,210,058
Net assets (BOY)
$180,934,482

Income & contributions

Employer contributions
$3,306,446
Participant contributions
$6,810,949
Total contributions
$11,542,117
Total income / additions
$43,586,700

Expenses & distributions

Benefits paid
$11,255,722
Administrative expenses
$55,402
Total expenses
$11,311,124
Net increase / (decrease)
$32,275,576
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 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$34,770not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$21,682$02023

Related Form 5500 pages