Signal Mutual 401(K) Plan — Form 5500 plan (Signal Management Services, LLC)
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, Signal Mutual 401(K) Plan is a benefit plan reported by Signal Management Services, LLC under EIN 87-3227442 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $20,579,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Signal Management Services, LLC
- EIN
- 87-3227442
- Plan number
- 001
- Plan type
- 2
- Location
- Wilton, CT
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $20,579,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240829021042NAL0012567137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,579,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,579,557
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $951,747
- Participant contributions
- $1,542,662
- Total contributions
- $2,699,775
- Total income / additions
- $5,319,952
Expenses & distributions
- Benefits paid
- $891,936
- Administrative expenses
- $16,066
- Total expenses
- $908,002
- Net increase / (decrease)
- $4,411,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus C/O Future Plan | OTHER FEES | $2,960 | $11,240 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $5,267 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $5,265 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,951 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Signal Management Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wilton, CT
- Ascensus C/O Future Plan — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Morningstar — Schedule C compensation