Accession Risk Management Group 401(K)Plan — Form 5500 plan (Accession Risk Management Group, 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, Accession Risk Management Group 401(K)Plan is a benefit plan reported by Accession Risk Management Group, Inc. under EIN 47-5281014 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,189 participants and $330,194,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Accession Risk Management Group, Inc.
- EIN
- 47-5281014
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 4,189
- End-of-year plan assets
- $330,194,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,189 | H, C | 20241015120725NAL0016327635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $330,194,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $330,194,282
- Net assets (BOY)
- $240,455,583
Income & contributions
- Employer contributions
- $14,577,324
- Participant contributions
- $35,119,137
- Total contributions
- $67,688,618
- Total income / additions
- $115,976,629
Expenses & distributions
- Benefits paid
- $25,945,336
- Administrative expenses
- $289,661
- Total expenses
- $26,237,930
- Net increase / (decrease)
- $89,738,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $223,305 | $0 | 2023 |
| First Republic Investment Mgmt | SERVICE PROVIDER | $93,258 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $84,650 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst Operation | RECORDKEEPER | $13,306 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Accession Risk Management Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Newport Group, Inc. — Schedule C compensation
- First Republic Investment Mgmt — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Fidelity Investments Inst Operation — Schedule C compensation