2023 Form 5500 filing — Markel Group Inc. Retirement 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 20240703101058NAL0006222017001) for Markel Group Inc. Retirement Savings Plan, reported by Markel Group Inc. under EIN 54-1959284 and plan number 003. It reports 3,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703101058NAL0006222017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Markel Group Inc.
- EIN
- 54-1959284
- Plan number
- 003
- Location
- Glen Allen, VA
- Participants
- 3,363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $839,322,571
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $839,322,571
- Employer contributions
- $27,325,202
- Participant contributions
- $32,318,554
- Total income / additions
- $188,154,933
- Benefits paid
- $71,130,408
- Administrative expenses
- $239,839
- Total expenses
- $71,411,983
- Net increase / (decrease)
- $116,742,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors Inc. | ADVISOR | $142,591 | $0 |
| Sageview Advisory Group LLC | ADVISOR | $75,000 | $0 |
| Fidelity Investment Institute Oper | RECORDKEEPER | $20,748 | $0 |