2023 Form 5500 filing — Pension Plan For Employees Of Aegis Insurance Services, Inc.
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 20241015110757NAL0016202611001) for Pension Plan For Employees Of Aegis Insurance Services, Inc., reported by Aegis Insurance Services, Inc. under EIN 22-2466904 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110757NAL0016202611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aegis Insurance Services, Inc.
- EIN
- 22-2466904
- Plan number
- 001
- Location
- East Rutherford, NJ
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,460,524
- Total liabilities (EOY)
- $6,460,524
- Net assets (EOY)
- $0
- Total income / additions
- $1,427,786
- Benefits paid
- $18,730,329
- Administrative expenses
- $71,406
- Total expenses
- $18,801,735
- Net increase / (decrease)
- -$17,373,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $56,940 | not reported in the loaded dataset |
| Charles Schwab | NONE | $14,466 | not reported in the loaded dataset |