2023 Form 5500 filing — The Harford Mutual Insurance Group 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 20240829102147NAL0024192816001) for The Harford Mutual Insurance Group Retirement Savings Plan, reported by The Harford Mutual Insurance Company under EIN 52-0424840 and plan number 002. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829102147NAL0024192816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Harford Mutual Insurance Company
- EIN
- 52-0424840
- Plan number
- 002
- Location
- Bel Air, MD
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,317,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,317,216
- Employer contributions
- $1,030,471
- Participant contributions
- $1,625,616
- Total income / additions
- $10,120,744
- Benefits paid
- $2,428,078
- Administrative expenses
- $99,954
- Total expenses
- $2,528,032
- Net increase / (decrease)
- $7,592,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,273 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $42,708 | not reported in the loaded dataset |
| Brown Schultz Sheridan & Fritz | AUDITOR | $7,000 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $4,173 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | OTHER | $800 | not reported in the loaded dataset |