2023 Form 5500 filing — Signal Mutual 401(K) 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 20240829021042NAL0012567137001) for Signal Mutual 401(K) Plan, reported by Signal Management Services, LLC under EIN 87-3227442 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829021042NAL0012567137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Signal Management Services, LLC
- EIN
- 87-3227442
- Plan number
- 001
- Location
- Wilton, CT
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,579,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,579,557
- Employer contributions
- $951,747
- Participant contributions
- $1,542,662
- Total income / additions
- $5,319,952
- Benefits paid
- $891,936
- Administrative expenses
- $16,066
- Total expenses
- $908,002
- Net increase / (decrease)
- $4,411,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus C/O Future Plan | OTHER FEES | $2,960 | $11,240 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $5,267 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $5,265 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,951 |