2023 Form 5500 filing — New York Central Mutual Fire Insurance Company Retirement Income 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 20241009104832NAL0019039921001) for New York Central Mutual Fire Insurance Company Retirement Income Plan, reported by New York Central Mutual Fire Insurance Co. under EIN 15-0398170 and plan number 001. It reports 1,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009104832NAL0019039921001
Filing year
2023
Form type
2
Plan sponsor
New York Central Mutual Fire Insurance Co.
EIN
15-0398170
Plan number
001
Location
Edmeston, NY
Participants
1,118
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$139,921,206
Total liabilities (EOY)
$0
Net assets (EOY)
$139,921,206
Employer contributions
$4,019,268
Total income / additions
$20,544,560
Benefits paid
$8,826,083
Administrative expenses
$273,076
Total expenses
$9,099,159
Net increase / (decrease)
$11,445,401
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$273,076$0
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages