Standard Insurance Company Retiree Umbrella Health And Welfare Plan — Form 5500 plan (Standard Insurance Company)
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, Standard Insurance Company Retiree Umbrella Health And Welfare Plan is a benefit plan reported by Standard Insurance Company under EIN 93-0242990 and plan number 516. The latest loaded filing year is 2023. The filing reports 217 participants and $17,415,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard Insurance Company
- EIN
- 93-0242990
- Plan number
- 516
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $17,415,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241011230122NAL0011412083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,415,779
- Total liabilities (EOY)
- $75,882
- Net assets (EOY)
- $17,339,897
- Net assets (BOY)
- $17,027,321
Income & contributions
- Employer contributions
- $141,550
- Total contributions
- $141,550
- Total income / additions
- $1,316,634
Expenses & distributions
- Benefits paid
- $889,646
- Administrative expenses
- $114,412
- Total expenses
- $1,004,058
- Net increase / (decrease)
- $312,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moss Adams Llp | NONE | $24,938 | not reported in the loaded dataset | 2023 |
| The Standard | PLAN ADMINISTRATOR | $22,489 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $6,660 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standard Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Moss Adams Llp — Schedule C compensation
- The Standard — Schedule C compensation
- Mercer — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation