2023 Form 5500 filing — Society Insurance 401(K) Profit Sharing 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 20240922211239NAL0019116624001) for Society Insurance 401(K) Profit Sharing Plan, reported by Society Insurance, A Mutual Company under EIN 39-0711880 and plan number 002. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240922211239NAL0019116624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Society Insurance, A Mutual Company
- EIN
- 39-0711880
- Plan number
- 002
- Location
- Fond Du Lac, WI
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,727,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,727,013
- Employer contributions
- $2,565,621
- Participant contributions
- $3,431,965
- Total income / additions
- $20,327,739
- Benefits paid
- $7,118,667
- Administrative expenses
- $91,579
- Total expenses
- $7,210,246
- Net increase / (decrease)
- $13,117,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,579 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |