Plan5500

Endurance 401(K) Plan — Form 5500 plan (Endurance Warranty Services, L.L.C.)

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, Endurance 401(K) Plan is a benefit plan reported by Endurance Warranty Services, L.L.C. under EIN 03-0590313 and plan number 001. The latest loaded filing year is 2023. The filing reports 788 participants and $9,604,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Endurance Warranty Services, L.L.C.
EIN
03-0590313
Plan number
001
Plan type
2
Location
Northbrook, IL
Latest filing year
2023
Participants
788
End-of-year plan assets
$9,604,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023788H, C20240904062410NAL0032205424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,604,638
Total liabilities (EOY)
$134
Net assets (EOY)
$9,604,504
Net assets (BOY)
$5,080,871

Income & contributions

Employer contributions
$1,560,182
Participant contributions
$2,171,481
Total contributions
$3,951,809
Total income / additions
$5,232,396

Expenses & distributions

Benefits paid
$694,073
Administrative expenses
$14,690
Total expenses
$708,763
Net increase / (decrease)
$4,523,633

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Howard Simon & Associates, Inc.NONE$39,804not reported in the loaded dataset2023
Matrix Trust CompanyNONE$2,941not reported in the loaded dataset2023

Related Form 5500 pages