2023 Form 5500 filing — Specialty Underwriters LLC 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 20241010072915NAL0020637777001) for Specialty Underwriters LLC Retirement Plan, reported by Specialty Underwriters LLC under EIN 39-1915737 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010072915NAL0020637777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Underwriters LLC
- EIN
- 39-1915737
- Plan number
- 001
- Location
- Oak Creek, WI
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,217,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,217,008
- Employer contributions
- $72,539
- Participant contributions
- $454,035
- Total income / additions
- $2,606,703
- Benefits paid
- $789,816
- Administrative expenses
- $9,753
- Total expenses
- $799,569
- Net increase / (decrease)
- $1,807,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnson Bank | NONE | $7,598 | $0 |