Plan5500

Sedgwick 401(K) Savings Plan — Form 5500 plan (Sedgwick Claims Management Services, Inc.)

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, Sedgwick 401(K) Savings Plan is a benefit plan reported by Sedgwick Claims Management Services, Inc. under EIN 36-2685608 and plan number 001. The latest loaded filing year is 2023. The filing reports 30,834 participants and $1,728,156,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sedgwick Claims Management Services, Inc.
EIN
36-2685608
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
30,834
End-of-year plan assets
$1,728,156,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202330,834H, C20241014154058NAL0027745425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,728,156,648
Net assets (EOY)
$1,728,156,648
Net assets (BOY)
$1,467,040,112

Income & contributions

Employer contributions
$41,932,369
Participant contributions
$118,554,100
Total contributions
$178,989,244
Total income / additions
$412,556,822

Expenses & distributions

Benefits paid
$147,370,494
Administrative expenses
$1,263,867
Total expenses
$151,880,401
Net increase / (decrease)
$260,676,421

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch,Pierce, Fenner, SmithRECORDKEEPER MANAGER$1,247,147$02023

Related Form 5500 pages