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, Stillwater Insurance Group 401(K) Plan is a benefit plan reported by Duval Holdings, Inc. under EIN 38-3865632 and plan number 001. The latest loaded filing year is 2023. The filing reports 513 participants and $41,980,210 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,980,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,980,210
- Net assets (BOY)
- $35,659,258
Income & contributions
- Employer contributions
- $836,556
- Participant contributions
- $2,750,003
- Total contributions
- $3,694,850
- Total income / additions
- $9,370,460
Expenses & distributions
- Benefits paid
- $2,987,916
- Administrative expenses
- $61,592
- Total expenses
- $3,049,508
- Net increase / (decrease)
- $6,320,952