Pantherx Specialty, LLC 401(K) Plan — Form 5500 plan (Pantherx Specialty, 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, Pantherx Specialty, LLC 401(K) Plan is a benefit plan reported by Pantherx Specialty, LLC under EIN 45-3620087 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $9,162,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pantherx Specialty, LLC
- EIN
- 45-3620087
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $9,162,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20240923142453NAL0011471073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,162,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,162,309
- Net assets (BOY)
- $2,553,037
Income & contributions
- Employer contributions
- $1,132,464
- Participant contributions
- $1,906,638
- Total contributions
- $5,879,256
- Total income / additions
- $6,908,071
Expenses & distributions
- Benefits paid
- $248,730
- Administrative expenses
- $50,069
- Total expenses
- $298,799
- Net increase / (decrease)
- $6,609,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,538 | $0 | 2023 |
| Dunbar Bender & Zapf, Inc. | TPA | $14,725 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $11,159 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $7,944 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pantherx Specialty, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Dunbar Bender & Zapf, Inc. — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation