Concord General Mutual Insurance Company 401(K) Plan — Form 5500 plan (Concord General Mutual Insurance Company)
Plain-English plan 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, Concord General Mutual Insurance Company 401(K) Plan is a benefit plan reported by Concord General Mutual Insurance Company under EIN 02-0131910 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $28,641,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concord General Mutual Insurance Company
- EIN
- 02-0131910
- Plan number
- 002
- Plan type
- 2
- Location
- Bedford, NH
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $28,641,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20240927152356NAL0001153235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,641,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,641,859
- Net assets (BOY)
- $26,644,257
Income & contributions
- Employer contributions
- $566,078
- Participant contributions
- $1,257,959
- Total contributions
- $1,856,151
- Total income / additions
- $5,556,801
Expenses & distributions
- Benefits paid
- $3,507,811
- Administrative expenses
- $51,388
- Total expenses
- $3,559,199
- Net increase / (decrease)
- $1,997,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $48,319 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $3,069 | $0 | 2023 |