Plan5500

Norcal Insurance Company Pension Plan — Form 5500 plan (Norcal 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, Norcal Insurance Company Pension Plan is a benefit plan reported by Norcal Insurance Company under EIN 94-2301054 and plan number 002. The latest loaded filing year is 2023. The filing reports 241 participants and $38,277,165 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Norcal Insurance Company
EIN
94-2301054
Plan number
002
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
241
End-of-year plan assets
$38,277,165

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20240911152023NAL0007242977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,277,165
Total liabilities (EOY)
$0
Net assets (EOY)
$38,277,165
Net assets (BOY)
$36,087,963

Income & contributions

Total contributions
$0
Total income / additions
$7,474,368

Expenses & distributions

Benefits paid
$5,010,347
Administrative expenses
$274,819
Total expenses
$5,285,166
Net increase / (decrease)
$2,189,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$198,607$02023
Principal Global Investors LLCINVESTMENT ADVISORY$29,556not reported in the loaded dataset2023

Related Form 5500 pages