Amica Mutual Insurance Company Retiree Medical Plan — Form 5500 plan (Amica 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, Amica Mutual Insurance Company Retiree Medical Plan is a benefit plan reported by Amica Mutual Insurance Company under EIN 05-0348344 and plan number 514. The latest loaded filing year is 2023. The filing reports 2,268 participants and $355,834,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amica Mutual Insurance Company
- EIN
- 05-0348344
- Plan number
- 514
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 2,268
- End-of-year plan assets
- $355,834,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,268 | H, C | 20241008102504NAL0016448097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $355,834,959
- Total liabilities (EOY)
- $13,355,914
- Net assets (EOY)
- $342,479,045
- Net assets (BOY)
- $321,787,740
Income & contributions
- Employer contributions
- $2,238,789
- Participant contributions
- $1,642,867
- Total contributions
- $3,881,656
- Total income / additions
- $39,170,374
Expenses & distributions
- Benefits paid
- $15,991,822
- Administrative expenses
- $2,487,247
- Total expenses
- $18,479,069
- Net increase / (decrease)
- $20,691,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackstone Mgmt Partners L.L.C. | NONE | $74,995 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | N/A | $33,408 | not reported in the loaded dataset | 2023 |
| First Eagle Alternative Credit LLC | RECRDKEPER | not reported in the loaded dataset | $31,618 | 2023 |
| Adams Street Credit Advisors Lp | RECRDKEPER | not reported in the loaded dataset | $22,971 | 2023 |
| Stonepeak Associates Iii LLC | RECRDKEPER | not reported in the loaded dataset | $12,562 | 2023 |
| Graycliff Partners Lp | RECRDKEPER | $9,488 | not reported in the loaded dataset | 2023 |
| Cyprium Investment Partners LLC | RECRDKEPER | $7,490 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amica Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Blackstone Mgmt Partners L.L.C. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- First Eagle Alternative Credit LLC — Schedule C compensation
- Adams Street Credit Advisors Lp — Schedule C compensation
- Stonepeak Associates Iii LLC — Schedule C compensation
- Graycliff Partners Lp — Schedule C compensation
- Cyprium Investment Partners LLC — Schedule C compensation