2023 Form 5500 filing — Xl America, Inc. 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 20241015103526NAL0014411219001) for Xl America, Inc. Retirement Plan, reported by Xl America, Inc. under EIN 06-1516268 and plan number 003. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$43.7MReported net assets$43,710,579
Participants306
Provider compensation$208.5K2 Schedule C row(s)$208,463
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015103526NAL0014411219001
- Plan sponsor
- Xl America, Inc.
- EIN
- 06-1516268
- Plan number
- 003
- Location
- Stamford, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$43.7M total assets
Net assets$43.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,710,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,710,579
- Total income / additions
- $4,207,115
- Benefits paid
- $2,019,131
- Administrative expenses
- $325,726
- Total expenses
- $2,344,857
- Net increase / (decrease)
- $1,862,258
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | INVESTMENT ADVISOR | $118,863 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $89,600 | not reported in the loaded dataset |