Everest Reinsurance Employee Savings Plan — Form 5500 plan (Everest Reinsurance 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, Everest Reinsurance Employee Savings Plan is a benefit plan reported by Everest Reinsurance Company under EIN 22-2005057 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,268 participants and $395,083,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everest Reinsurance Company
- EIN
- 22-2005057
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 2,268
- End-of-year plan assets
- $395,083,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,268 | H, C | 20240618133148NAL0001899203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $395,083,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $395,083,295
- Net assets (BOY)
- $313,527,004
Income & contributions
- Employer contributions
- $23,280,204
- Participant contributions
- $25,195,239
- Total contributions
- $62,769,892
- Total income / additions
- $119,631,963
Expenses & distributions
- Benefits paid
- $37,963,595
- Administrative expenses
- $47,055
- Total expenses
- $38,075,672
- Net increase / (decrease)
- $81,556,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $131,838 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $110,270 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co. LLC | CONSULTING | $1,229 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Everest Reinsurance Company
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Warren, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Qdro Consultants Co. LLC — Schedule C compensation