Mercury General Corporation Profit Sharing Plan — Form 5500 plan (Mercury General Corporation)
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, Mercury General Corporation Profit Sharing Plan is a benefit plan reported by Mercury General Corporation under EIN 95-2211612 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,698 participants and $814,923,656 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercury General Corporation
- EIN
- 95-2211612
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 5,698
- End-of-year plan assets
- $814,923,656
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,698 | H, C | 20240807185237NAL0003902881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $814,923,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $814,923,656
- Net assets (BOY)
- $677,892,121
Income & contributions
- Employer contributions
- $11,374,030
- Participant contributions
- $33,578,495
- Total contributions
- $47,171,406
- Total income / additions
- $191,059,597
Expenses & distributions
- Benefits paid
- $53,413,394
- Administrative expenses
- $569,864
- Total expenses
- $54,028,062
- Net increase / (decrease)
- $137,031,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $376,622 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $54,329 | $0 | 2023 |
| Benefit Financial Services Group | CONSULTANT | $50,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | CONSULTANT | $49,500 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | ACCOUNTANT/AUDITOR | $19,848 | not reported in the loaded dataset | 2023 |
| O'Melveny & Myers Llp | ATTORNEY/LEGAL | $19,564 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercury General Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Benefit Financial Services Group — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation
- O'Melveny & Myers Llp — Schedule C compensation