2023 Form 5500 filing — Service Lloyds Insurance Company Profit Sharing And 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 20241009135417NAL0019379889001) for Service Lloyds Insurance Company Profit Sharing And 401(K) Plan, reported by Service Lloyds Insurance Company under EIN 74-2227733 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.9MReported net assets$35,857,083

Participants161

Provider compensation$75.3K2 Schedule C row(s)$75,292

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009135417NAL0019379889001
Plan sponsor: Service Lloyds Insurance Company
EIN: 74-2227733
Plan number: 001
Location: Austin, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.9M total assets

Net assets$35.9MLiabilities$0

Money in vs. money out

Total income / additions$7M

Total expenses$2.5M

Benefits paid / distributions$2.4M

Contributions

Employer$1.4M

Participant$855.4K

Full reported line items

Total assets (EOY): $35,857,083
Total liabilities (EOY): $0
Net assets (EOY): $35,857,083
Employer contributions: $1,361,124
Participant contributions: $855,369
Total income / additions: $6,972,724
Benefits paid: $2,449,861
Administrative expenses: $75,292
Total expenses: $2,525,153
Net increase / (decrease): $4,447,571

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Prime Capital Investment Advisors$62.2K
ADVISOR · Direct $62.2K
2
Fidelity Investments Institutional$13.1K
RECORDKEEPER · Direct $13.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009135417NAL0019379889001 cover?: It is the 2023 Form 5500 filing for Service Lloyds Insurance Company Profit Sharing And 401(K) Plan, reported by Service Lloyds Insurance Company (EIN 74-2227733).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).