2023 Form 5500 filing — Arag North America, Inc. Savings And Investment 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 20240920100802NAL0010142512001) for Arag North America, Inc. Savings And Investment Plan, reported by Arag North America, Inc. under EIN 56-2399766 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920100802NAL0010142512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arag North America, Inc.
- EIN
- 56-2399766
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,119,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,119,210
- Employer contributions
- $1,567,361
- Participant contributions
- $1,991,591
- Total income / additions
- $10,616,017
- Benefits paid
- $2,946,974
- Administrative expenses
- $101,924
- Total expenses
- $3,048,898
- Net increase / (decrease)
- $7,567,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners | INVESTMENT ADVISORY | $61,420 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,504 | $0 |