# Everest Reinsurance Company 401(k) Plan
Source: https://planprovider.pro/companies/everest-reinsurance-company-401k-plan

> Everest Reinsurance Company's 401(k) plan: 2,004 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Everest Reinsurance Company

- **Sponsor EIN:** 222005057

- **Sponsor Address:** 100 EVEREST WAY, WARREN, NJ, 07059

- **Plan Type:** 401(k)

- **Total Participants:** 2,004

- **Total Assets:** $470.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,004|$470.5M|$27.8M|$28.4M|

| 2023|2,045|$395.1M|$23.3M|$25.2M|

| 2022|1,816|$313.5M|$19.1M|$20.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$169,425|—|$169,425|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$149,374|—|$149,374|

| MORGAN STANLEY|INVESTMENT ADVISOR|$75,000|—|$75,000|

| KPMG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $393,799

- **Estimated Expense Ratio:** 0.084% 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|

| 2024|-$28,227|—|-$28,227|—|—|

| 2023|$47,055|—|$47,055|—|—|

| 2022|$101,906|—|$101,906|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/everest-reinsurance-company-401k-plan)

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