2023 Form 5500 filing — Sedgwick 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 20241014154000NAL0013553107001) for Sedgwick Retirement Plan, reported by Sedgwick Claims Management Services, Inc. under EIN 36-2685608 and plan number 002. It reports 2,089 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154000NAL0013553107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sedgwick Claims Management Services, Inc.
- EIN
- 36-2685608
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 2,089
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,191,748
- Net assets (EOY)
- $69,191,748
- Employer contributions
- $60,000
- Participant contributions
- $0
- Total income / additions
- $10,534,744
- Benefits paid
- $4,158,715
- Administrative expenses
- $688,140
- Total expenses
- $4,846,855
- Net increase / (decrease)
- $5,687,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Human Resource Consulting | ACTUARY | $333,165 | not reported in the loaded dataset |
| Merrill Lynch Pierce, Fenner, Smith | BROKERAGE | $307,124 | $10,202 |
| Bank Of America | TRUSTEE | $43,169 | $0 |