2023 Form 5500 filing — Zenith 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 20240923160031NAL0011590321001) for Zenith 401(K) Plan, reported by Zenith Insurance Company under EIN 95-1651549 and plan number 001. It reports 1,906 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923160031NAL0011590321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zenith Insurance Company
- EIN
- 95-1651549
- Plan number
- 001
- Location
- Woodland Hills, CA
- Participants
- 1,906
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $355,285,955
- Total liabilities (EOY)
- $33,712
- Net assets (EOY)
- $355,252,243
- Employer contributions
- $5,983,359
- Participant contributions
- $15,969,235
- Total income / additions
- $74,522,632
- Benefits paid
- $23,105,006
- Administrative expenses
- $175,228
- Total expenses
- $23,319,488
- Net increase / (decrease)
- $51,203,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $175,228 | not reported in the loaded dataset |