Protective Life Corporation 401(K) Plan — Form 5500 plan (Protective Life 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, Protective Life Corporation 401(K) Plan is a benefit plan reported by Protective Life Corporation under EIN 95-2492236 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,733 participants and $593,613,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Protective Life Corporation
- EIN
- 95-2492236
- Plan number
- 003
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 4,733
- End-of-year plan assets
- $593,613,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,733 | H, C | 20240916132244NAL0001063523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $593,613,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $593,613,643
- Net assets (BOY)
- $503,631,765
Income & contributions
- Employer contributions
- $14,451,679
- Participant contributions
- $30,396,529
- Total contributions
- $51,520,158
- Total income / additions
- $144,542,312
Expenses & distributions
- Benefits paid
- $54,029,260
- Administrative expenses
- $514,183
- Total expenses
- $54,560,434
- Net increase / (decrease)
- $89,981,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $249,319 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $177,364 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $87,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Protective Life Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation