Plan5500

Privilege Underwriters, Inc. 401(K) Plan — Form 5500 plan (Privilege Underwriters, 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, Privilege Underwriters, Inc. 401(K) Plan is a benefit plan reported by Privilege Underwriters, Inc. under EIN 84-1699173 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,257 participants and $135,882,430 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Privilege Underwriters, Inc.
EIN
84-1699173
Plan number
001
Plan type
2
Location
White Plains, NY
Latest filing year
2023
Participants
1,257
End-of-year plan assets
$135,882,430

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,257H, C20241015124242NAL0047954960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$135,882,430
Total liabilities (EOY)
$0
Net assets (EOY)
$135,882,430
Net assets (BOY)
$99,854,703

Income & contributions

Employer contributions
$6,397,399
Participant contributions
$11,652,146
Total contributions
$22,328,973
Total income / additions
$43,855,350

Expenses & distributions

Benefits paid
$7,649,704
Administrative expenses
$177,771
Total expenses
$7,827,623
Net increase / (decrease)
$36,027,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Park Avenue SecuritiesADVISOR$75,922not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$70,349$02023
EisneramperllpACCOUNTANT\AUDITOR$31,500not reported in the loaded dataset2023

Related Form 5500 pages