2023 Form 5500 filing — New York Central Mutual Fire Insurance Company 401k Retirement 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 20241009102231NAL0037458258001) for New York Central Mutual Fire Insurance Company 401k Retirement Savings Plan, reported by New York Central Mutual Fire Insurance Co. under EIN 15-0398170 and plan number 002. It reports 977 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009102231NAL0037458258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York Central Mutual Fire Insurance Co.
- EIN
- 15-0398170
- Plan number
- 002
- Location
- Edmeston, NY
- Participants
- 977
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,076,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,076,879
- Participant contributions
- $5,182,130
- Total income / additions
- $15,842,532
- Benefits paid
- $3,649,759
- Administrative expenses
- $86,103
- Total expenses
- $3,735,862
- Net increase / (decrease)
- $12,106,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $86,103 | $0 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $6,836 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |