2023 Form 5500 filing — Shelter Insurance Employees 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 20241011083930NAL0012294707001) for Shelter Insurance Employees Retirement Plan, reported by Shelter Mutual Insurance Company under EIN 43-0613000 and plan number 002. It reports 3,534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083930NAL0012294707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shelter Mutual Insurance Company
- EIN
- 43-0613000
- Plan number
- 002
- Location
- Columbia, MO
- Participants
- 3,534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $615,994,610
- Total liabilities (EOY)
- $413,953
- Net assets (EOY)
- $615,580,657
- Total income / additions
- $37,676,792
- Benefits paid
- $25,437,400
- Administrative expenses
- $1,773,605
- Total expenses
- $27,211,005
- Net increase / (decrease)
- $10,465,787
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Apax Partners | RETAINED BY EMPLOYER | $421,378 | not reported in the loaded dataset |
| Hancock Co-Investment Partners L.P. | RETAINED BY EMPLOYER | $324,206 | not reported in the loaded dataset |
| Baird Capital | RETAINED BY EMPLOYER | $313,267 | not reported in the loaded dataset |
| Bsep | RETAINED BY EMPLOYER | $232,739 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | RETAINED BY EMPLOYER | $231,076 | not reported in the loaded dataset |
| Pinebridge - Limited Partnership | RETAINED BY EMPLOYER | $168,347 | not reported in the loaded dataset |
| Ag Abc Structured Note-Lp | RETAINED BY EMPLOYER | $56,450 | not reported in the loaded dataset |
| Shenkman Capital Management, Inc. | RETAINED BY EMPLOYER | $20,839 | not reported in the loaded dataset |
| Broad Street | RETAINED BY EMPLOYER | $5,304 | not reported in the loaded dataset |