2023 Form 5500 filing — W.R. Berkley Corporation 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 20240821150158NAL0002459315001) for W.R. Berkley Corporation Profit Sharing Plan, reported by W.R. Berkley Corporation under EIN 22-1867895 and plan number 001. It reports 8,773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821150158NAL0002459315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W.R. Berkley Corporation
- EIN
- 22-1867895
- Plan number
- 001
- Location
- Greenwich, CT
- Participants
- 8,773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,930,604,666
- Total liabilities (EOY)
- $82,611
- Net assets (EOY)
- $1,930,522,055
- Employer contributions
- $69,781,604
- Participant contributions
- $61,919,111
- Total income / additions
- $423,399,142
- Benefits paid
- $121,310,710
- Administrative expenses
- $379,656
- Total expenses
- $121,721,802
- Net increase / (decrease)
- $301,677,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $270,350 | $0 |
| Kpmg Llp | ACCOUNTANT/AUDITOR | $82,136 | not reported in the loaded dataset |
| Capfinancial Partners, LLC. | INVESTMENT ADVISORY | $27,000 | not reported in the loaded dataset |