2023 Form 5500 filing — The Fidelity National Financial Group 401(K) Profit Sharing 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 20240703131607NAL0013230674001) for The Fidelity National Financial Group 401(K) Profit Sharing Plan, reported by Fidelity National Financial, Inc. under EIN 16-1725106 and plan number 001. It reports 30,136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703131607NAL0013230674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fidelity National Financial, Inc.
- EIN
- 16-1725106
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 30,136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,719,831,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,719,831,716
- Employer contributions
- $49,831,316
- Participant contributions
- $133,773,019
- Total income / additions
- $641,783,171
- Benefits paid
- $236,499,263
- Administrative expenses
- $1,602,677
- Total expenses
- $238,114,316
- Net increase / (decrease)
- $403,668,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,478,594 | $0 |
| Smith, Gambrell & Russell, Llp | LEGAL | $64,083 | not reported in the loaded dataset |
| Newport Group Consulting, LLC | INVESTMENT CONSULTING | $60,000 | not reported in the loaded dataset |
| Morningstar Investment Mgmt LLC | INVESTMENT ADVISORY | $0 | $0 |