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, Edgewood Partners Insurance Center Savings Investment Plan is a benefit plan reported by Edgewood Partners Insurance Center under EIN 94-3195221 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,511 participants and $461,288,868 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $461,288,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $461,288,868
- Net assets (BOY)
- $370,915,946
Income & contributions
- Employer contributions
- $14,479,376
- Participant contributions
- $34,427,476
- Total contributions
- $56,916,339
- Total income / additions
- $127,421,399
Expenses & distributions
- Benefits paid
- $51,057,711
- Administrative expenses
- $356,231
- Total expenses
- $51,462,332
- Net increase / (decrease)
- $75,959,067