Foundation Risk Partners 401(K) Plan — Form 5500 plan (Foundation Risk Partners Corp)

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, Foundation Risk Partners 401(K) Plan is a benefit plan reported by Foundation Risk Partners Corp under EIN 81-5191759 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,041 participants and $142,722,044 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foundation Risk Partners Corp
EIN
81-5191759
Plan number
001
Plan type
2
Location
Ormond Beach, FL
Latest filing year
2023
Participants
2,041
End-of-year plan assets
$142,722,044

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,041H, C20240808082528NAL0008210112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$142,722,044
Total liabilities (EOY)
$0
Net assets (EOY)
$142,722,044
Net assets (BOY)
$100,407,434

Income & contributions

Employer contributions
$4,821,222
Participant contributions
$15,079,507
Total contributions
$29,183,730
Total income / additions
$50,591,419

Expenses & distributions

Benefits paid
$8,160,325
Administrative expenses
$114,993
Total expenses
$8,276,809
Net increase / (decrease)
$42,314,610

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$114,993$02023

Related Form 5500 pages