The Pension Plan For Insurance Organizations — Form 5500 plan (Named Fiduciaries Of The Pension Plan For Insurance Organizations)
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 Pension Plan For Insurance Organizations is a benefit plan reported by Named Fiduciaries Of The Pension Plan For Insurance Organizations under EIN 27-0131295 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,900 participants and $1,124,297,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Named Fiduciaries Of The Pension Plan For Insurance Organizations
- EIN
- 27-0131295
- Plan number
- 001
- Plan type
- 3
- Location
- Fair Lawn, NJ
- Latest filing year
- 2023
- Participants
- 7,900
- End-of-year plan assets
- $1,124,297,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,900 | H, C | 20241011124750NAL0010925731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,124,297,553
- Total liabilities (EOY)
- $337,384
- Net assets (EOY)
- $1,123,960,169
- Net assets (BOY)
- $1,038,398,683
Income & contributions
- Employer contributions
- $24,213,860
- Total contributions
- $24,213,860
- Total income / additions
- $151,208,671
Expenses & distributions
- Benefits paid
- $60,912,672
- Administrative expenses
- $4,734,513
- Total expenses
- $65,647,185
- Net increase / (decrease)
- $85,561,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us | ACTUARY | $1,374,000 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $868,150 | $0 | 2023 |
| Edgewood Partners Ins | INSURANCE REP | $365,207 | not reported in the loaded dataset | 2023 |
| Larry Heller | PLAN ADMINISTRATOR | $313,735 | not reported in the loaded dataset | 2023 |
| Regina C Reardon Pc | LEGAL | $188,071 | not reported in the loaded dataset | 2023 |
| Klingman & Associates, LLC | INVESTMENT ADVISORY | $188,000 | not reported in the loaded dataset | 2023 |
| Steven Weisbart | TRUSTEE | $186,628 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $141,732 | not reported in the loaded dataset | 2023 |
| John Ogle | TRUSTEE | $136,500 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | INVESTMENT ADVISORY | $112,388 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group, Llp | CONSULTANT | $87,360 | not reported in the loaded dataset | 2023 |
| George Dodd | CONSULTANT | $77,830 | not reported in the loaded dataset | 2023 |
| Ronald A Cassesso | TRUSTEE | $39,109 | not reported in the loaded dataset | 2023 |
| File-X Document Imaging | RECORDKEEPING | $13,882 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group | INVESTMENT ADVISORY | $11,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Named Fiduciaries Of The Pension Plan For Insurance Organizations
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Fair Lawn, NJ
- Willis Towers Watson Us — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Edgewood Partners Ins — Schedule C compensation
- Larry Heller — Schedule C compensation
- Regina C Reardon Pc — Schedule C compensation
- Klingman & Associates, LLC — Schedule C compensation
- Steven Weisbart — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- John Ogle — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Pensionmark Financial Group, Llp — Schedule C compensation
- George Dodd — Schedule C compensation
- Ronald A Cassesso — Schedule C compensation
- File-X Document Imaging — Schedule C compensation
- The Angell Pension Group — Schedule C compensation