Fm Global 401(K) Savings Plan — Form 5500 plan (Factory 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, Fm Global 401(K) Savings Plan is a benefit plan reported by Factory Mutual Insurance Company under EIN 05-0316605 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,602 participants and $1,684,102,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Factory Mutual Insurance Company
- EIN
- 05-0316605
- Plan number
- 003
- Plan type
- 2
- Location
- Johnston, RI
- Latest filing year
- 2023
- Participants
- 5,602
- End-of-year plan assets
- $1,684,102,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,602 | H, C | 20241001122957NAL0006709985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,684,102,096
- Total liabilities (EOY)
- $165,274
- Net assets (EOY)
- $1,683,936,822
- Net assets (BOY)
- $1,429,615,948
Income & contributions
- Employer contributions
- $28,478,355
- Participant contributions
- $50,154,553
- Total contributions
- $85,674,869
- Total income / additions
- $383,935,686
Expenses & distributions
- Benefits paid
- $130,070,091
- Administrative expenses
- -$486,343
- Total expenses
- $129,614,812
- Net increase / (decrease)
- $254,320,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $330,719 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | ATTORNEY/LEGAL | $32,537 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,277,730 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Factory Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Johnston, RI
- Strategic Advisors, Inc. — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation