2023 Form 5500 filing — Norcal Insurance Company Pension 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 20240911152023NAL0007242977001) for Norcal Insurance Company Pension Plan, reported by Norcal Insurance Company under EIN 94-2301054 and plan number 002. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911152023NAL0007242977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norcal Insurance Company
- EIN
- 94-2301054
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,277,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,277,165
- Total income / additions
- $7,474,368
- Benefits paid
- $5,010,347
- Administrative expenses
- $274,819
- Total expenses
- $5,285,166
- Net increase / (decrease)
- $2,189,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $198,607 | $0 |
| Principal Global Investors LLC | INVESTMENT ADVISORY | $29,556 | not reported in the loaded dataset |