2023 Form 5500 filing — Murray Insurance Associates, Inc. Profit Sharing 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 20250314143732NAL0011887971001) for Murray Insurance Associates, Inc. Profit Sharing Plan, reported by Murray Insurance Associates, Inc under EIN 23-2227819 and plan number 003. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314143732NAL0011887971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Murray Insurance Associates, Inc
- EIN
- 23-2227819
- Plan number
- 003
- Location
- Lancaster, PA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $460,483
- Benefits paid
- $14,780,051
- Administrative expenses
- $0
- Total expenses
- $14,780,051
- Net increase / (decrease)
- -$14,319,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies, LLC | RECORD-KEEPER | $61,735 | not reported in the loaded dataset |
| Pnc Asset Management | INVESTMENT MANAGEMENT | $22,340 | not reported in the loaded dataset |
| Levenfeld Pearlstein, LLC | ATTORNEY | $6,210 | not reported in the loaded dataset |