New York Central Mutual Fire Insurance Company 401k Retirement Savings Plan — Form 5500 plan (New York Central Mutual Fire Insurance Co.)
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, New York Central Mutual Fire Insurance Company 401k Retirement Savings Plan is a benefit plan reported by New York Central Mutual Fire Insurance Co. under EIN 15-0398170 and plan number 002. The latest loaded filing year is 2023. The filing reports 977 participants and $75,076,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York Central Mutual Fire Insurance Co.
- EIN
- 15-0398170
- Plan number
- 002
- Plan type
- 2
- Location
- Edmeston, NY
- Latest filing year
- 2023
- Participants
- 977
- End-of-year plan assets
- $75,076,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 977 | H, C | 20241009102231NAL0037458258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,076,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,076,879
- Net assets (BOY)
- $62,970,209
Income & contributions
- Participant contributions
- $5,182,130
- Total contributions
- $5,641,070
- Total income / additions
- $15,842,532
Expenses & distributions
- Benefits paid
- $3,649,759
- Administrative expenses
- $86,103
- Total expenses
- $3,735,862
- Net increase / (decrease)
- $12,106,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $86,103 | $0 | 2023 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $6,836 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New York Central Mutual Fire Insurance Co.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Edmeston, NY
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation