Beazley Usa Services, Inc. 401(K) Plan — Form 5500 plan (Beazley Usa Services, Inc.)

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, Beazley Usa Services, Inc. 401(K) Plan is a benefit plan reported by Beazley Usa Services, Inc. under EIN 83-0363539 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,022 participants and $131,841,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beazley Usa Services, Inc.
EIN
83-0363539
Plan number
001
Plan type
2
Location
West Hartford, CT
Latest filing year
2023
Participants
1,022
End-of-year plan assets
$131,841,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,022H, C20241010082847NAL0035264640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,841,551
Total liabilities (EOY)
$0
Net assets (EOY)
$131,841,551
Net assets (BOY)
$100,891,324

Income & contributions

Employer contributions
$4,659,413
Participant contributions
$8,658,057
Total contributions
$17,352,767
Total income / additions
$38,309,016

Expenses & distributions

Benefits paid
$7,309,455
Administrative expenses
$49,334
Total expenses
$7,358,789
Net increase / (decrease)
$30,950,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$49,334$02023

Related Form 5500 pages