Europ Assistance North America 401(K) Plan — Form 5500 plan (Europ Assistance North America, 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, Europ Assistance North America 401(K) Plan is a benefit plan reported by Europ Assistance North America, Inc under EIN 77-0722182 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,312 participants and $63,902,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Europ Assistance North America, Inc
- EIN
- 77-0722182
- Plan number
- 001
- Plan type
- 2
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,312
- End-of-year plan assets
- $63,902,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,312 | H, C | 20241015174551NAL0015191123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,902,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,902,672
- Net assets (BOY)
- $49,215,544
Income & contributions
- Employer contributions
- $3,242,431
- Participant contributions
- $5,248,334
- Total contributions
- $9,987,977
- Total income / additions
- $19,408,982
Expenses & distributions
- Benefits paid
- $4,416,680
- Administrative expenses
- $212,985
- Total expenses
- $4,721,854
- Net increase / (decrease)
- $14,687,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $78,582 | not reported in the loaded dataset | 2023 |
| Mma Securities | ADVISOR | $76,785 | not reported in the loaded dataset | 2023 |
| Compensation Benefit Planning, Inc. | PLAN ADMINISTRATOR | $40,201 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | ADVISOR | $7,242 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Europ Assistance North America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Fidelity Investments Institutional — Schedule C compensation
- Mma Securities — Schedule C compensation
- Compensation Benefit Planning, Inc. — Schedule C compensation
- Strategic Advisors — Schedule C compensation