Everest Group Holdings LLC 401(K) Plan — Form 5500 plan (Everest Group Holdings LLC)
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, Everest Group Holdings LLC 401(K) Plan is a benefit plan reported by Everest Group Holdings LLC under EIN 81-5423461 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $8,378,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everest Group Holdings LLC
- EIN
- 81-5423461
- Plan number
- 001
- Plan type
- 2
- Location
- Wexford, PA
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $8,378,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241014111642NAL0026016161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,378,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,378,375
- Net assets (BOY)
- $8,012,521
Income & contributions
- Participant contributions
- $553,301
- Total contributions
- $553,301
- Total income / additions
- $1,700,772
Expenses & distributions
- Benefits paid
- $1,264,022
- Administrative expenses
- $48,637
- Total expenses
- $1,334,918
- Net increase / (decrease)
- $365,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | RIA | $28,654 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $1,209 | $0 | 2023 |