The Fidelity National Financial Group 401(K) Profit Sharing Plan — Form 5500 plan (Fidelity National Financial, Inc.)
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, The Fidelity National Financial Group 401(K) Profit Sharing Plan is a benefit plan reported by Fidelity National Financial, Inc. under EIN 16-1725106 and plan number 001. The latest loaded filing year is 2023. The filing reports 30,136 participants and $2,719,831,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity National Financial, Inc.
- EIN
- 16-1725106
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 30,136
- End-of-year plan assets
- $2,719,831,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,136 | H, C | 20240703131607NAL0013230674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,719,831,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,719,831,716
- Net assets (BOY)
- $2,316,162,861
Income & contributions
- Employer contributions
- $49,831,316
- Participant contributions
- $133,773,019
- Total contributions
- $212,559,791
- Total income / additions
- $641,783,171
Expenses & distributions
- Benefits paid
- $236,499,263
- Administrative expenses
- $1,602,677
- Total expenses
- $238,114,316
- Net increase / (decrease)
- $403,668,855
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,478,594 | $0 | 2023 |
| Smith, Gambrell & Russell, Llp | LEGAL | $64,083 | not reported in the loaded dataset | 2023 |
| Newport Group Consulting, LLC | INVESTMENT CONSULTING | $60,000 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Mgmt LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fidelity National Financial, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Principal Life Insurance Company — Schedule C compensation
- Smith, Gambrell & Russell, Llp — Schedule C compensation
- Newport Group Consulting, LLC — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation