2023 Form 5500 filing — Retirement Plan For Employees Of The Millers Insurance Group
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 20241015141730NAL0016599107001) for Retirement Plan For Employees Of The Millers Insurance Group, reported by Hallmark Financial Services Inc under EIN 75-0439860 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141730NAL0016599107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallmark Financial Services Inc
- EIN
- 75-0439860
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,115,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,115,124
- Total income / additions
- $1,532,686
- Benefits paid
- $782,807
- Administrative expenses
- $276,830
- Total expenses
- $1,059,637
- Net increase / (decrease)
- $473,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grant Thornton, Llp | NONE | $70,920 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $59,270 | not reported in the loaded dataset |
| Nfp Retirement Inc. | NONE | $25,000 | $0 |
| Principal Financial Group, Inc. | NONE | $10,972 | $0 |