White Mountains Retirement Plan — Form 5500 plan (White Mountains Capital 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, White Mountains Retirement Plan is a benefit plan reported by White Mountains Capital LLC under EIN 57-1163892 and plan number 001. The latest loaded filing year is 2023. The filing reports 80 participants and $43,409,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- White Mountains Capital LLC
- EIN
- 57-1163892
- Plan number
- 001
- Plan type
- 2
- Location
- Hanover, NH
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $43,409,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I | 20240619222253NAL0001640418001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $43,409,810
- Net assets (EOY)
- $43,409,810
- Net assets (BOY)
- $35,580,669
Income & contributions
- Employer contributions
- $971,166
- Participant contributions
- $1,265,335
- Total income / additions
- $8,346,754
Expenses & distributions
- Benefits paid
- $515,886
- Administrative expenses
- $1,727
- Total expenses
- $517,613
- Net increase / (decrease)
- $7,829,141
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.