Plan Snapshot
- Plan Sponsor: Concord General Mutual Insurance Company
- Sponsor EIN: 020131910
- Sponsor Address: 35B CONSTITUTION DRIVE, BEDFORD, NH, 03110
- Plan Type: DB
- Plan Number: 001
- Total Participants: 426
- Total Assets: $105.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 426 | $105.6M | $0 | $0 |
| 2024 | 59 | $99.4M | $0 | $0 |
| 2023 | 72 | $93.2M | $0 | $0 |
| 2022 | 85 | $84.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | Other Service Provider | $390,190 | — | $390,190 |
| HUB INTERNATIONAL GREAT PLAINS | Other Service Provider | $37,275 | — | $37,275 |
| MID ATLANTIC TRUST CO | Custodian / Trustee | $13,219 | — | $13,219 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $440,684
- Estimated Expense Ratio: 0.418% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $5,447,494 | $390,190 | — | — | — |
| 2024 | $366,853 | $194,563 | — | — | — |
| 2023 | $773,853 | $357,815 | — | — | — |
| 2022 | $523,119 | $425,514 | — | — | $30,366 |