Securigence LLC Retirement Trust — Form 5500 plan (Securigence LLC)
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, Securigence LLC Retirement Trust is a benefit plan reported by Securigence LLC under EIN 27-2425078 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $12,236,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Securigence LLC
- EIN
- 27-2425078
- Plan number
- 001
- Plan type
- 2
- Location
- Leesburg, VA
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $12,236,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20251002124717NAL0000510225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,236,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,236,669
- Net assets (BOY)
- $6,677,526
Income & contributions
- Employer contributions
- $879,443
- Participant contributions
- $2,162,667
- Total contributions
- $4,560,478
- Total income / additions
- $6,128,064
Expenses & distributions
- Benefits paid
- $519,542
- Administrative expenses
- $47,877
- Total expenses
- $568,921
- Net increase / (decrease)
- $5,559,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,877 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $21,804 | 2023 |