Providence Mutual Fire Insurance Company Profit Sharing & 401(K) Savings Plan — Form 5500 plan (Providence Mutual Fire 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, Providence Mutual Fire Insurance Company Profit Sharing & 401(K) Savings Plan is a benefit plan reported by Providence Mutual Fire Insurance Company under EIN 05-0204000 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $26,535,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Providence Mutual Fire Insurance Company
- EIN
- 05-0204000
- Plan number
- 002
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $26,535,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20240813055858NAL0005640211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,535,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,535,382
- Net assets (BOY)
- $24,654,992
Income & contributions
- Employer contributions
- $724,243
- Participant contributions
- $967,549
- Total contributions
- $1,814,483
- Total income / additions
- $5,892,396
Expenses & distributions
- Benefits paid
- $3,913,891
- Administrative expenses
- $98,011
- Total expenses
- $4,012,006
- Net increase / (decrease)
- $1,880,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $65,426 | not reported in the loaded dataset | 2023 |
| Adp Inc. | RECORDKEEPER | $32,585 | $0 | 2023 |