Markel Group Inc. Retirement Savings Plan — Form 5500 plan (Markel 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, Markel Group Inc. Retirement Savings Plan is a benefit plan reported by Markel Group Inc. under EIN 54-1959284 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,363 participants and $839,322,571 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Markel Group Inc.
EIN
54-1959284
Plan number
003
Plan type
2
Location
Glen Allen, VA
Latest filing year
2023
Participants
3,363
End-of-year plan assets
$839,322,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,363H, C20240703101058NAL0006222017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$839,322,571
Total liabilities (EOY)
$0
Net assets (EOY)
$839,322,571
Net assets (BOY)
$722,579,621

Income & contributions

Employer contributions
$27,325,202
Participant contributions
$32,318,554
Total contributions
$65,439,470
Total income / additions
$188,154,933

Expenses & distributions

Benefits paid
$71,130,408
Administrative expenses
$239,839
Total expenses
$71,411,983
Net increase / (decrease)
$116,742,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors Inc.ADVISOR$142,591$02023
Sageview Advisory Group LLCADVISOR$75,000$02023
Fidelity Investment Institute OperRECORDKEEPER$20,748$02023

Related Form 5500 pages