Berkshire Hathaway Specialty Ins — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Berkshire Hathaway Specialty Ins (EIN 63-0202590) is a plan sponsor located in Boston, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-0202590
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$130,852,775
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$130,852,775

Contributions & income

Employer contributions
$6,135,997
Participant contributions
$11,370,205
Total income / additions
$39,448,584

Expenses & distributions

Benefits paid / distributions
$7,677,767
Total expenses
$7,747,467
Net increase / (decrease)
$31,701,117

Coverage

Total reported participants
1,719
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Berkshire Hathaway Specialty Ins plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Berkshire Hathaway Specialty Insurance Company Retirement Pla001932$130,852,7752023
Berkshire Hathaway Specialty Insurance Benefits Plan501787not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Berkshire Hathaway Specialty Ins
YearPlanParticipantsSchedulesFiling
2023Berkshire Hathaway Specialty Insurance Benefits Plan78720240722105406NAL0006287715001
2023Berkshire Hathaway Specialty Insurance Company Retirement Pla932H, C20240730052245NAL0011596499001

Related Form 5500 pages