2023 Form 5500 filing — Everest Reinsurance Employee Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240618133148NAL0001899203001) for Everest Reinsurance Employee Savings Plan, reported by Everest Reinsurance Company under EIN 22-2005057 and plan number 001. It reports 2,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618133148NAL0001899203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everest Reinsurance Company
- EIN
- 22-2005057
- Plan number
- 001
- Location
- Warren, NJ
- Participants
- 2,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $395,083,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $395,083,295
- Employer contributions
- $23,280,204
- Participant contributions
- $25,195,239
- Total income / additions
- $119,631,963
- Benefits paid
- $37,963,595
- Administrative expenses
- $47,055
- Total expenses
- $38,075,672
- Net increase / (decrease)
- $81,556,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $131,838 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $110,270 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Qdro Consultants Co. LLC | CONSULTING | $1,229 | not reported in the loaded dataset |