2023 Form 5500 filing — Assurant Pension 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 20241014152939NAL0013538323001) for Assurant Pension Plan, reported by Assurant, Inc. under EIN 39-1126612 and plan number 001. It reports 9,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152939NAL0013538323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Assurant, Inc.
- EIN
- 39-1126612
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 9,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $710,315,921
- Total liabilities (EOY)
- $53,505,994
- Net assets (EOY)
- $656,809,927
- Total income / additions
- $39,912,546
- Benefits paid
- $44,581,392
- Administrative expenses
- $3,904,336
- Total expenses
- $48,485,728
- Net increase / (decrease)
- -$8,573,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Mngmt Co LLC | INVESTMENT MANAGER | $889,941 | not reported in the loaded dataset |
| Magnitude Capital, LLC | INVESTMENT MANAGER | $777,944 | not reported in the loaded dataset |
| Jpmorgan Chase Bank | INVESTMENT MANAGEMENT | $750,480 | not reported in the loaded dataset |
| Mercer | ACTUARY | $274,167 | not reported in the loaded dataset |
| Northern Trust Company | DIRECTED TRUSTEE | $138,714 | not reported in the loaded dataset |
| Telus Health (Us) Ltd. | CONSULTANT | $104,049 | not reported in the loaded dataset |