Tokio Marine Highland 401k Plan — Form 5500 plan (Tokio Marine Highland Insurance Services, 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, Tokio Marine Highland 401k Plan is a benefit plan reported by Tokio Marine Highland Insurance Services, Inc. under EIN 95-2956941 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $19,061,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tokio Marine Highland Insurance Services, Inc.
- EIN
- 95-2956941
- Plan number
- 002
- Plan type
- 2
- Location
- South Pasadena, CA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $19,061,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241114122537NAL0030354304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,061,613
- Total liabilities (EOY)
- $7,810
- Net assets (EOY)
- $19,053,803
- Net assets (BOY)
- $16,048,571
Income & contributions
- Employer contributions
- $539,786
- Participant contributions
- $1,219,653
- Total contributions
- $1,759,439
- Total income / additions
- $4,427,573
Expenses & distributions
- Benefits paid
- $1,394,885
- Administrative expenses
- $27,456
- Total expenses
- $1,422,341
- Net increase / (decrease)
- $3,005,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $27,456 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Charles Schwab Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tokio Marine Highland Insurance Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in South Pasadena, CA
- Tri-Ad Actuaries, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation