Protective Life Corporation Pension Plan — Form 5500 plan (Protective Life Corporation)
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, Protective Life Corporation Pension Plan is a benefit plan reported by Protective Life Corporation under EIN 95-2492236 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,556 participants and $321,085,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Protective Life Corporation
- EIN
- 95-2492236
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 4,556
- End-of-year plan assets
- $321,085,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,556 | H, C | 20241008110908NAL0034472018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $321,085,808
- Total liabilities (EOY)
- $246,844
- Net assets (EOY)
- $320,838,964
- Net assets (BOY)
- $307,073,582
Income & contributions
- Total contributions
- $0
- Total income / additions
- $39,296,605
Expenses & distributions
- Benefits paid
- $22,933,862
- Administrative expenses
- $2,597,361
- Total expenses
- $25,531,223
- Net increase / (decrease)
- $13,765,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | ACTUARY | $268,769 | not reported in the loaded dataset | 2023 |
| Captrust | FINANCIAL ADVISOR | $104,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | INV MGR,TRUSTEE | $81,881 | $0 | 2023 |
| Sun Life Capital Management (Slc) | INV. MANAGER | $34,048 | not reported in the loaded dataset | 2023 |
| Warren Averett | AUDITOR | $30,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Protective Life Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Aon Consulting — Schedule C compensation
- Captrust — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Sun Life Capital Management (Slc) — Schedule C compensation
- Warren Averett — Schedule C compensation