W.R. Berkley Corporation Profit Sharing Plan — Form 5500 plan (W.R. Berkley 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, W.R. Berkley Corporation Profit Sharing Plan is a benefit plan reported by W.R. Berkley Corporation under EIN 22-1867895 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,773 participants and $1,930,604,666 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W.R. Berkley Corporation
EIN
22-1867895
Plan number
001
Plan type
2
Location
Greenwich, CT
Latest filing year
2023
Participants
8,773
End-of-year plan assets
$1,930,604,666

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,773H, C20240821150158NAL0002459315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,930,604,666
Total liabilities (EOY)
$82,611
Net assets (EOY)
$1,930,522,055
Net assets (BOY)
$1,628,844,715

Income & contributions

Employer contributions
$69,781,604
Participant contributions
$61,919,111
Total contributions
$144,886,865
Total income / additions
$423,399,142

Expenses & distributions

Benefits paid
$121,310,710
Administrative expenses
$379,656
Total expenses
$121,721,802
Net increase / (decrease)
$301,677,340

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$270,350$02023
Kpmg LlpACCOUNTANT/AUDITOR$82,136not reported in the loaded dataset2023
Capfinancial Partners, LLC.INVESTMENT ADVISORY$27,000not reported in the loaded dataset2023

Related Form 5500 pages