Arag North America, Inc. Savings And Investment Plan — Form 5500 plan (Arag North America, 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, Arag North America, Inc. Savings And Investment Plan is a benefit plan reported by Arag North America, Inc. under EIN 56-2399766 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $46,119,210 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arag North America, Inc.
EIN
56-2399766
Plan number
001
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
263
End-of-year plan assets
$46,119,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20240920100802NAL0010142512001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,119,210
Total liabilities (EOY)
$0
Net assets (EOY)
$46,119,210
Net assets (BOY)
$38,552,091

Income & contributions

Employer contributions
$1,567,361
Participant contributions
$1,991,591
Total contributions
$3,810,409
Total income / additions
$10,616,017

Expenses & distributions

Benefits paid
$2,946,974
Administrative expenses
$101,924
Total expenses
$3,048,898
Net increase / (decrease)
$7,567,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial PartnersINVESTMENT ADVISORY$61,420not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,504$02023

Related Form 5500 pages