Sagicor Life Insurance Company Retirement Savings Plan — Form 5500 plan (Sagicor Life Insurance 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, Sagicor Life Insurance Company Retirement Savings Plan is a benefit plan reported by Sagicor Life Insurance Company under EIN 74-1915841 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $22,051,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sagicor Life Insurance Company
- EIN
- 74-1915841
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $22,051,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241216072406NAL0000705331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,051,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,051,406
- Net assets (BOY)
- $18,872,583
Income & contributions
- Employer contributions
- $578,244
- Participant contributions
- $1,379,770
- Total contributions
- $2,073,097
- Total income / additions
- $5,551,893
Expenses & distributions
- Benefits paid
- $2,207,781
- Administrative expenses
- $158,334
- Total expenses
- $2,373,070
- Net increase / (decrease)
- $3,178,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kirke | OTHER | $45,407 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,080 | $0 | 2023 |
| Kb Pension Services, Inc. | CONTRACT ADMIN | $13,780 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,226 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sagicor Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Kirke — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Kb Pension Services, Inc. — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation