Employee Savings And Deferred Income Plan Of Munich American Reassurance Company — Form 5500 plan (Munich American Reassurance Company)
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, Employee Savings And Deferred Income Plan Of Munich American Reassurance Company is a benefit plan reported by Munich American Reassurance Company under EIN 58-0828824 and plan number 002. The latest loaded filing year is 2023. The filing reports 449 participants and $77,820,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Munich American Reassurance Company
- EIN
- 58-0828824
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $77,820,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20241010130457NAL0034087200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,820,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,820,498
- Net assets (BOY)
- $67,898,367
Income & contributions
- Employer contributions
- $2,422,907
- Participant contributions
- $4,331,454
- Total contributions
- $8,364,554
- Total income / additions
- $19,831,947
Expenses & distributions
- Benefits paid
- $9,795,265
- Administrative expenses
- $107,759
- Total expenses
- $9,909,816
- Net increase / (decrease)
- $9,922,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,953 | $0 | 2023 |
| Investment Research & Advisory Grou | INVESTMENT ADVISOR | $30,060 | not reported in the loaded dataset | 2023 |
| Carr Riggs & Ingram LLC | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | OTHER | $13,346 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Munich American Reassurance Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Investment Research & Advisory Grou — Schedule C compensation
- Carr Riggs & Ingram LLC — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation