2023 Form 5500 filing — Endurance 401k 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 20241011073829NAL0010703459001) for Endurance 401k Plan, reported by Endurance U.S. Holdings Corp. under EIN 98-0379712 and plan number 001. It reports 3,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011073829NAL0010703459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endurance U.S. Holdings Corp.
- EIN
- 98-0379712
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 3,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $560,504,073
- Net assets (EOY)
- $560,504,073
- Employer contributions
- $35,255,674
- Participant contributions
- $31,187,974
- Total income / additions
- $159,062,694
- Benefits paid
- $42,862,538
- Administrative expenses
- $40,809
- Total expenses
- $42,912,419
- Net increase / (decrease)
- $116,150,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $40,809 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |