2023 Form 5500 filing — Munich Re U.S. 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 20241002133333NAL0015080928001) for Munich Re U.S. Savings Plan, reported by Munich Reinsurance America, Inc under EIN 13-4924125 and plan number 003. It reports 5,935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002133333NAL0015080928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Munich Reinsurance America, Inc
- EIN
- 13-4924125
- Plan number
- 003
- Location
- Princeton, NJ
- Participants
- 5,935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,611,018,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,611,018,009
- Employer contributions
- $51,545,088
- Participant contributions
- $47,760,371
- Total income / additions
- $345,535,430
- Benefits paid
- $136,295,051
- Administrative expenses
- $499,440
- Total expenses
- $136,863,436
- Net increase / (decrease)
- $208,671,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisors Inc | TRUSTEE | $383,043 | $0 |
| Vanguard Fiduciary Trust Co | TRUSTEE | $106,849 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $17,016 | $0 |
| Empower Advisory Group, LLC | NONE | $1,157 | not reported in the loaded dataset |