Berkshire Hathaway Specialty Insurance Company Retirement Pla — Form 5500 plan (Berkshire Hathaway Specialty Ins)
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, Berkshire Hathaway Specialty Insurance Company Retirement Pla is a benefit plan reported by Berkshire Hathaway Specialty Ins under EIN 63-0202590 and plan number 001. The latest loaded filing year is 2023. The filing reports 932 participants and $130,852,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berkshire Hathaway Specialty Ins
- EIN
- 63-0202590
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 932
- End-of-year plan assets
- $130,852,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 932 | H, C | 20240730052245NAL0011596499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,852,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,852,775
- Net assets (BOY)
- $99,151,658
Income & contributions
- Employer contributions
- $6,135,997
- Participant contributions
- $11,370,205
- Total contributions
- $20,245,777
- Total income / additions
- $39,448,584
Expenses & distributions
- Benefits paid
- $7,677,767
- Administrative expenses
- $62,041
- Total expenses
- $7,747,467
- Net increase / (decrease)
- $31,701,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $50,000 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $12,041 | $0 | 2023 |