2023 Form 5500 filing — Amtrust Retirement 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 20241008101558NAL0028326048001) for Amtrust Retirement Plan, reported by Amtrust Financial Services, Inc under EIN 04-3106389 and plan number 001. It reports 6,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101558NAL0028326048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amtrust Financial Services, Inc
- EIN
- 04-3106389
- Plan number
- 001
- Location
- New York, NY
- Participants
- 6,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $398,641,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $398,641,308
- Employer contributions
- $10,196,995
- Participant contributions
- $33,793,874
- Total income / additions
- $114,627,931
- Benefits paid
- $38,169,941
- Administrative expenses
- $490,619
- Total expenses
- $38,842,556
- Net increase / (decrease)
- $75,785,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $280,175 | $0 |
| Empower Advisory Group, LLC | NONE | $123,194 | not reported in the loaded dataset |
| Usi Advisors Inc | NONE | $60,000 | not reported in the loaded dataset |
| Goldgrab Cpa Pllc | NONE | $27,250 | not reported in the loaded dataset |