2023 Form 5500 filing — Frankenmuth Insurance 401(K) Savings 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 20241220105121NAL0003850547001) for Frankenmuth Insurance 401(K) Savings Plan, reported by Frankenmuth Insurance Company under EIN 35-0555290 and plan number 001. It reports 989 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220105121NAL0003850547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frankenmuth Insurance Company
- EIN
- 35-0555290
- Plan number
- 001
- Location
- Frankenmuth, MI
- Participants
- 989
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $211,345,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $211,345,016
- Employer contributions
- $3,923,588
- Participant contributions
- $7,263,965
- Total income / additions
- $46,911,571
- Benefits paid
- $16,874,247
- Administrative expenses
- $183,507
- Total expenses
- $17,057,754
- Net increase / (decrease)
- $29,853,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Anjuity Insurance Company | RECORDKEEPER | $120,086 | $0 |
| Stifel Nicolaus & Co Inc | NONE | $65,000 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $588 | $1,629 |
| National Financial Services, LLC | NONE | $0 | $204 |