2023 Form 5500 filing — Tokio Marine Highland 401k 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 20241114122537NAL0030354304001) for Tokio Marine Highland 401k Plan, reported by Tokio Marine Highland Insurance Services, Inc. under EIN 95-2956941 and plan number 002. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114122537NAL0030354304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tokio Marine Highland Insurance Services, Inc.
- EIN
- 95-2956941
- Plan number
- 002
- Location
- South Pasadena, CA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,061,613
- Total liabilities (EOY)
- $7,810
- Net assets (EOY)
- $19,053,803
- Employer contributions
- $539,786
- Participant contributions
- $1,219,653
- Total income / additions
- $4,427,573
- Benefits paid
- $1,394,885
- Administrative expenses
- $27,456
- Total expenses
- $1,422,341
- Net increase / (decrease)
- $3,005,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $27,456 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Charles Schwab Bank | NONE | $0 | $0 |