2023 Form 5500 filing — Swiss Re Group U.S. Employees' 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 20241001145623NAL0012728672001) for Swiss Re Group U.S. Employees' Savings Plan, reported by Swiss Re America Holding Corporation under EIN 13-2761364 and plan number 002. It reports 4,316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001145623NAL0012728672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swiss Re America Holding Corporation
- EIN
- 13-2761364
- Plan number
- 002
- Location
- Armonk, NY
- Participants
- 4,316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,453,627,596
- Total liabilities (EOY)
- $96,409
- Net assets (EOY)
- $1,453,531,187
- Employer contributions
- $39,798,901
- Participant contributions
- $34,428,244
- Total income / additions
- $308,475,893
- Benefits paid
- $118,211,177
- Administrative expenses
- $1,175,175
- Total expenses
- $119,393,694
- Net increase / (decrease)
- $189,082,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $524,146 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $183,672 | $0 |
| Nepc LLC | NONE | $145,000 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $55,000 | not reported in the loaded dataset |
| Troutman Sanders Lockerman & Ashmor | NONE | $27,547 | not reported in the loaded dataset |
| Aon Consulting Inc Dba Hewitt Assoc | NONE | $13,000 | not reported in the loaded dataset |
| Empower Financial Services, Inc. | NONE | $2,190 | not reported in the loaded dataset |