2023 Form 5500 filing — Selective Insurance Retirement Savings 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 20240926082505NAL0000378849001) for Selective Insurance Retirement Savings Plan, reported by Selective Insurance Company Of America under EIN 22-1272390 and plan number 002. It reports 3,429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926082505NAL0000378849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Selective Insurance Company Of America
- EIN
- 22-1272390
- Plan number
- 002
- Location
- Branchville, NJ
- Participants
- 3,429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $676,644,459
- Net assets (EOY)
- $676,644,459
- Employer contributions
- $21,181,423
- Participant contributions
- $25,101,516
- Total income / additions
- $157,711,145
- Benefits paid
- $47,177,557
- Administrative expenses
- $408,107
- Total expenses
- $47,614,672
- Net increase / (decrease)
- $110,096,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $204,225 | not reported in the loaded dataset |
| Financial Engines | NONE | $80,490 | $0 |
| Towers Watson Investment Services | NONE | $76,661 | $0 |
| Morgan Lewis And Bockius Lp | NONE | $20,341 | $0 |
| Willis Towers Watson Us LLC | NONE | $19,685 | $0 |
| Crowe Llp | NONE | $6,534 | $0 |
| Dimensional Fund Advisors | NONE | $0 | $0 |
| Metropolitan West Asset Management | NONE | $0 | $0 |
| Charles Schwab & Co Inc | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Brown Advisory Funds | NONE | $0 | $0 |
| Wasatch Funds Trust | NONE | $0 | $0 |
| Prudential Investment Portfolios | NONE | $0 | $0 |
| Dodge & Cox Stock Fund | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |