2023 Form 5500 filing — White Mountains Retirement 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 20240619222253NAL0001640418001) for White Mountains Retirement Plan, reported by White Mountains Capital LLC under EIN 57-1163892 and plan number 001. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240619222253NAL0001640418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White Mountains Capital LLC
- EIN
- 57-1163892
- Plan number
- 001
- Location
- Hanover, NH
- Participants
- 80
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,409,810
- Net assets (EOY)
- $43,409,810
- Employer contributions
- $971,166
- Participant contributions
- $1,265,335
- Total income / additions
- $8,346,754
- Benefits paid
- $515,886
- Administrative expenses
- $1,727
- Total expenses
- $517,613
- Net increase / (decrease)
- $7,829,141
- Schedule source
- Schedule I