2023 Form 5500 filing — Berkshire Hathaway Specialty Insurance Company Retirement Pla
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 20240730052245NAL0011596499001) for Berkshire Hathaway Specialty Insurance Company Retirement Pla, reported by Berkshire Hathaway Specialty Ins under EIN 63-0202590 and plan number 001. It reports 932 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730052245NAL0011596499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkshire Hathaway Specialty Ins
- EIN
- 63-0202590
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 932
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,852,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,852,775
- Employer contributions
- $6,135,997
- Participant contributions
- $11,370,205
- Total income / additions
- $39,448,584
- Benefits paid
- $7,677,767
- Administrative expenses
- $62,041
- Total expenses
- $7,747,467
- Net increase / (decrease)
- $31,701,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Financial Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $50,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $12,041 | $0 |