Swiss Re Group U.S. Employees' Savings 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. Employees' Savings Plan is a benefit plan reported by Swiss Re America Holding Corporation under EIN 13-2761364 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,316 participants and $1,453,627,596 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
- 002
- Plan type
- 2
- Location
- Armonk, NY
- Latest filing year
- 2023
- Participants
- 4,316
- End-of-year plan assets
- $1,453,627,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,316 | H, C | 20241001145623NAL0012728672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,453,627,596
- Total liabilities (EOY)
- $96,409
- Net assets (EOY)
- $1,453,531,187
- Net assets (BOY)
- $1,264,448,988
Income & contributions
- Employer contributions
- $39,798,901
- Participant contributions
- $34,428,244
- Total contributions
- $80,563,444
- Total income / additions
- $308,475,893
Expenses & distributions
- Benefits paid
- $118,211,177
- Administrative expenses
- $1,175,175
- Total expenses
- $119,393,694
- Net increase / (decrease)
- $189,082,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $524,146 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $183,672 | $0 | 2023 |
| Nepc LLC | NONE | $145,000 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Troutman Sanders Lockerman & Ashmor | NONE | $27,547 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc Dba Hewitt Assoc | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Empower Financial Services, Inc. | NONE | $2,190 | 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
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Troutman Sanders Lockerman & Ashmor — Schedule C compensation
- Aon Consulting Inc Dba Hewitt Assoc — Schedule C compensation
- Empower Financial Services, Inc. — Schedule C compensation