2023 Form 5500 filing — Utica Mutual Insurance Company Employee Profit Sharing And Investment 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 20241014074618NAL0012981811001) for Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan, reported by Utica Mutual Insurance Company under EIN 15-0476880 and plan number 001. It reports 1,914 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074618NAL0012981811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utica Mutual Insurance Company
- EIN
- 15-0476880
- Plan number
- 001
- Location
- New Hartford, NY
- Participants
- 1,914
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $320,688,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $320,688,991
- Employer contributions
- $8,424,376
- Participant contributions
- $11,684,171
- Total income / additions
- $68,201,625
- Benefits paid
- $24,628,517
- Administrative expenses
- $394,027
- Total expenses
- $25,022,544
- Net increase / (decrease)
- $43,179,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $135,160 | $0 |
| Vanguard Advisers Inc. | NONE | $118,053 | not reported in the loaded dataset |
| Captrust | NONE | $93,000 | not reported in the loaded dataset |
| Hunton Andrews Kurth Llp | NONE | $44,004 | not reported in the loaded dataset |
| Fitzgerald Depietro & Wojnas | NONE | $13,000 | not reported in the loaded dataset |