2023 Form 5500 filing — Thirty Fifteen Employee Stock Ownership 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 20240930143438NAL0002687075001) for Thirty Fifteen Employee Stock Ownership Plan, reported by The Berkley Group Inc. under EIN 59-2170299 and plan number 002. It reports 6,638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240930143438NAL0002687075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Berkley Group Inc.
- EIN
- 59-2170299
- Plan number
- 002
- Location
- Fort Lauderdale, FL
- Participants
- 6,638
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $324,400,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $324,400,117
- Total income / additions
- -$22,630,628
- Benefits paid
- $78,467,981
- Administrative expenses
- $0
- Total expenses
- $78,467,981
- Net increase / (decrease)
- -$101,098,609
- Schedule source
- Schedule H