United States Liability Insurance Company 401(K) Plan — Form 5500 plan (United States Liability 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, United States Liability Insurance Company 401(K) Plan is a benefit plan reported by United States Liability Insurance Company under EIN 23-1383313 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,291 participants and $68,141,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United States Liability Insurance Company
- EIN
- 23-1383313
- Plan number
- 002
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 1,291
- End-of-year plan assets
- $68,141,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,291 | H, C | 20241004104213NAL0019471968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,141,457
- Total liabilities (EOY)
- $611
- Net assets (EOY)
- $68,140,846
- Net assets (BOY)
- $53,840,817
Income & contributions
- Participant contributions
- $6,090,566
- Total contributions
- $7,283,370
- Total income / additions
- $18,013,863
Expenses & distributions
- Benefits paid
- $3,540,009
- Administrative expenses
- $173,825
- Total expenses
- $3,713,834
- Net increase / (decrease)
- $14,300,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Haverford Trust Co | ADVISOR | $85,259 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $76,587 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,979 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United States Liability Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wayne, PA
- The Haverford Trust Co — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation