2023 Form 5500 filing — United States Liability Insurance Company 401(K) 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 20241004104213NAL0019471968001) for United States Liability Insurance Company 401(K) Plan, reported by United States Liability Insurance Company under EIN 23-1383313 and plan number 002. It reports 1,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004104213NAL0019471968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United States Liability Insurance Company
- EIN
- 23-1383313
- Plan number
- 002
- Location
- Wayne, PA
- Participants
- 1,291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,141,457
- Total liabilities (EOY)
- $611
- Net assets (EOY)
- $68,140,846
- Participant contributions
- $6,090,566
- Total income / additions
- $18,013,863
- Benefits paid
- $3,540,009
- Administrative expenses
- $173,825
- Total expenses
- $3,713,834
- Net increase / (decrease)
- $14,300,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Haverford Trust Co | ADVISOR | $85,259 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $76,587 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $11,979 | not reported in the loaded dataset |