2023 Form 5500 filing — Retirement Income Plan Of Utica Mutual Insurance Company
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 20241014131816NAL0052400866001) for Retirement Income Plan Of Utica Mutual Insurance Company, reported by Utica Mutual Insurance Company under EIN 15-0476880 and plan number 002. It reports 1,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131816NAL0052400866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utica Mutual Insurance Company
- EIN
- 15-0476880
- Plan number
- 002
- Location
- New Hartford, NY
- Participants
- 1,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $366,999,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $366,999,603
- Total income / additions
- $53,066,029
- Benefits paid
- $16,321,042
- Administrative expenses
- $659,404
- Total expenses
- $16,980,446
- Net increase / (decrease)
- $36,085,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisors Inc. | NONE | $131,106 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $110,612 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $92,473 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $72,632 | not reported in the loaded dataset |
| John Hancock | NONE | $71,315 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $29,175 | not reported in the loaded dataset |
| Fitzgerald, Depietro, And Wojnas | NONE | $15,000 | not reported in the loaded dataset |
| Hunton Andrews Kurth Llp | OUTSIDE COUNSEL | $9,795 | not reported in the loaded dataset |