Franklin Mutual Profit Sharing Plan — Form 5500 plan (Franklin 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, Franklin Mutual Profit Sharing Plan is a benefit plan reported by Franklin Mutual Insurance Company under EIN 22-0923502 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $30,226,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franklin Mutual Insurance Company
- EIN
- 22-0923502
- Plan number
- 002
- Plan type
- 2
- Location
- Branchville, NJ
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $30,226,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20260420063849NAL0000626115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,226,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,226,838
- Net assets (BOY)
- $26,495,074
Income & contributions
- Employer contributions
- $1,710,063
- Participant contributions
- $460,799
- Total contributions
- $2,235,934
- Total income / additions
- $6,275,182
Expenses & distributions
- Benefits paid
- $2,543,418
- Administrative expenses
- $0
- Total expenses
- $2,543,418
- Net increase / (decrease)
- $3,731,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Putnam Investment , LLC | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Artisan Partners Limited Partnershi | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Franklin Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Branchville, NJ
- American Century Investment Inc — Schedule C compensation
- Putnam Investment , LLC — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Artisan Partners Limited Partnershi — Schedule C compensation