2023 Form 5500 filing — Endurance 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 20240904062410NAL0032205424001) for Endurance 401(K) Plan, reported by Endurance Warranty Services, L.L.C. under EIN 03-0590313 and plan number 001. It reports 788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904062410NAL0032205424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endurance Warranty Services, L.L.C.
- EIN
- 03-0590313
- Plan number
- 001
- Location
- Northbrook, IL
- Participants
- 788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,604,638
- Total liabilities (EOY)
- $134
- Net assets (EOY)
- $9,604,504
- Employer contributions
- $1,560,182
- Participant contributions
- $2,171,481
- Total income / additions
- $5,232,396
- Benefits paid
- $694,073
- Administrative expenses
- $14,690
- Total expenses
- $708,763
- Net increase / (decrease)
- $4,523,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Howard Simon & Associates, Inc. | NONE | $39,804 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $2,941 | not reported in the loaded dataset |