# Generali - U.S. Branch DB Plan
Source: https://planprovider.pro/companies/generali-u-s-branch-plan

> Generali - U.S. Branch's DB plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Generali - U.S. Branch

- **Sponsor EIN:** 135617450

- **Sponsor Address:** 28 LIBERTY STREET, NEW YORK, NY, 10005

- **Plan Type:** DB

- **Total Participants:** 9

- **Total Assets:** $36.7M

## 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.|

| 2024|9|$36.7M|$341,322|$0|

| 2023|9|$35.4M|$92,489|$0|

| 2022|11|$33.3M|$88,512|$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|

| JOHNSON LAMBERT, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHNSON LAMBERT, LLP](https://planprovider.pro/provider/johnson-lambert-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$129,252|—|—|—|—|

| 2023|$120,793|—|—|—|—|

| 2022|$130,523|—|—|—|$1,880|

## Similar Plans

- [Broome Co-Operative Insurance Company](https://planprovider.pro/companies/broome-co-operative-insurance-company-plan) — 12 participants

- [Maiden Holdings North America, Ltd.](https://planprovider.pro/companies/maiden-holdings-north-america-ltd-401k-plan) — 17 participants

- [U.S. Epperson Underwriting Company](https://planprovider.pro/companies/u-s-epperson-underwriting-company-plan) — 0 participants

- [Commercial Risk Re-Insurance Company](https://planprovider.pro/companies/commercial-risk-re-insurance-company-plan) — 0 participants

- [Wayne Cooperative Insurance Company](https://planprovider.pro/companies/wayne-cooperative-insurance-company-401k-plan) — 23 participants

- [Allegany Co-Op Insurance Company](https://planprovider.pro/companies/allegany-co-op-insurance-company-401k-plan) — 47 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/generali-u-s-branch-plan)

© 2026 PlanProvider.Pro