2023 Form 5500 filing — Protective Life Corporation 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 20241008110908NAL0034472018001) for Protective Life Corporation Pension Plan, reported by Protective Life Corporation under EIN 95-2492236 and plan number 001. It reports 4,556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110908NAL0034472018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Protective Life Corporation
- EIN
- 95-2492236
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 4,556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $321,085,808
- Total liabilities (EOY)
- $246,844
- Net assets (EOY)
- $320,838,964
- Total income / additions
- $39,296,605
- Benefits paid
- $22,933,862
- Administrative expenses
- $2,597,361
- Total expenses
- $25,531,223
- Net increase / (decrease)
- $13,765,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | ACTUARY | $268,769 | not reported in the loaded dataset |
| Captrust | FINANCIAL ADVISOR | $104,000 | not reported in the loaded dataset |
| The Northern Trust Company | INV MGR,TRUSTEE | $81,881 | $0 |
| Sun Life Capital Management (Slc) | INV. MANAGER | $34,048 | not reported in the loaded dataset |
| Warren Averett | AUDITOR | $30,000 | not reported in the loaded dataset |