Swiss Re Group U.S. Employee'S Pension Plan — Form 5500 plan (Swiss Re America Holding Corporation)
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, Swiss Re Group U.S. Employee'S Pension Plan is a benefit plan reported by Swiss Re America Holding Corporation under EIN 13-2761364 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,945 participants and $425,447,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swiss Re America Holding Corporation
- EIN
- 13-2761364
- Plan number
- 001
- Plan type
- 2
- Location
- Armonk, NY
- Latest filing year
- 2023
- Participants
- 1,945
- End-of-year plan assets
- $425,447,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,945 | H, C | 20241001025148NAL0006542033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $425,447,613
- Total liabilities (EOY)
- $212,932
- Net assets (EOY)
- $425,234,681
- Net assets (BOY)
- $422,323,379
Income & contributions
- Total contributions
- $0
- Total income / additions
- $36,333,080
Expenses & distributions
- Benefits paid
- $31,566,553
- Administrative expenses
- $1,855,225
- Total expenses
- $33,421,778
- Net increase / (decrease)
- $2,911,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc | NONE | $367,853 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $335,562 | $0 | 2023 |
| State Street Bank & Trust Company | NONE | $135,297 | $0 | 2023 |
| Kpmg | NONE | $87,500 | not reported in the loaded dataset | 2023 |
| Troutman Sanders, Llp | NONE | $10,029 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swiss Re America Holding Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Armonk, NY
- Aon Consulting, Inc — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Kpmg — Schedule C compensation
- Troutman Sanders, Llp — Schedule C compensation