2023 Form 5500 filing — Swiss Re Group U.S. Employee'S Pension 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 20241001025148NAL0006542033001) for Swiss Re Group U.S. Employee'S Pension Plan, reported by Swiss Re America Holding Corporation under EIN 13-2761364 and plan number 001. It reports 1,945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001025148NAL0006542033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swiss Re America Holding Corporation
- EIN
- 13-2761364
- Plan number
- 001
- Location
- Armonk, NY
- Participants
- 1,945
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $425,447,613
- Total liabilities (EOY)
- $212,932
- Net assets (EOY)
- $425,234,681
- Total income / additions
- $36,333,080
- Benefits paid
- $31,566,553
- Administrative expenses
- $1,855,225
- Total expenses
- $33,421,778
- Net increase / (decrease)
- $2,911,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc | NONE | $367,853 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $335,562 | $0 |
| State Street Bank & Trust Company | NONE | $135,297 | $0 |
| Kpmg | NONE | $87,500 | not reported in the loaded dataset |
| Troutman Sanders, Llp | NONE | $10,029 | not reported in the loaded dataset |