Plan5500

Endurance 401k Plan — Form 5500 plan (Endurance U.S. Holdings Corp.)

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, Endurance 401k Plan is a benefit plan reported by Endurance U.S. Holdings Corp. under EIN 98-0379712 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,217 participants and $560,504,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Endurance U.S. Holdings Corp.
EIN
98-0379712
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
3,217
End-of-year plan assets
$560,504,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,217H, C20241011073829NAL0010703459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$560,504,073
Net assets (EOY)
$560,504,073
Net assets (BOY)
$444,353,798

Income & contributions

Employer contributions
$35,255,674
Participant contributions
$31,187,974
Total contributions
$78,086,878
Total income / additions
$159,062,694

Expenses & distributions

Benefits paid
$42,862,538
Administrative expenses
$40,809
Total expenses
$42,912,419
Net increase / (decrease)
$116,150,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$40,809$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages