2023 Form 5500 filing — Privilege Underwriters, Inc. 401(K) 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 20241015124242NAL0047954960001) for Privilege Underwriters, Inc. 401(K) Plan, reported by Privilege Underwriters, Inc. under EIN 84-1699173 and plan number 001. It reports 1,257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124242NAL0047954960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Privilege Underwriters, Inc.
- EIN
- 84-1699173
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 1,257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,882,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,882,430
- Employer contributions
- $6,397,399
- Participant contributions
- $11,652,146
- Total income / additions
- $43,855,350
- Benefits paid
- $7,649,704
- Administrative expenses
- $177,771
- Total expenses
- $7,827,623
- Net increase / (decrease)
- $36,027,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities | ADVISOR | $75,922 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $70,349 | $0 |
| Eisneramperllp | ACCOUNTANT\AUDITOR | $31,500 | not reported in the loaded dataset |