Thirty Fifteen Employee Stock Ownership Plan — Form 5500 plan (The Berkley 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, Thirty Fifteen Employee Stock Ownership Plan is a benefit plan reported by The Berkley Group Inc. under EIN 59-2170299 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,638 participants and $324,400,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Berkley Group Inc.
- EIN
- 59-2170299
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 6,638
- End-of-year plan assets
- $324,400,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,638 | H | 20240930143438NAL0002687075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $324,400,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $324,400,117
- Net assets (BOY)
- $425,498,726
Income & contributions
- Total contributions
- $5,000,000
- Total income / additions
- -$22,630,628
Expenses & distributions
- Benefits paid
- $78,467,981
- Administrative expenses
- $0
- Total expenses
- $78,467,981
- Net increase / (decrease)
- -$101,098,609
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.