2023 Form 5500 filing — Amerisure Mutual Insurance Company Cash Balance Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930125848NAL0002628147001) for Amerisure Mutual Insurance Company Cash Balance Pension Plan, reported by Amerisure Mutual Insurance Company under EIN 38-0829210 and plan number 010. It reports 1,286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125848NAL0002628147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amerisure Mutual Insurance Company
- EIN
- 38-0829210
- Plan number
- 010
- Location
- Farmington Hills, MI
- Participants
- 1,286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,720,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,720,588
- Total income / additions
- $10,882,192
- Benefits paid
- $6,214,735
- Administrative expenses
- $480,232
- Total expenses
- $6,694,967
- Net increase / (decrease)
- $4,187,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $106,814 | $0 |
| Silchester International | NONE | $85,568 | $0 |
| Willis Towers Watson Us LLC | NONE | $47,500 | $0 |
| Legal & Gen Collective Invt Tr | NONE | $45,385 | $0 |
| Plante Moran Pllc | NONE | $28,528 | $0 |
| Principal Custody Solutions | NONE | $23,270 | $0 |
| Cardinal Investment Advisors LLC | NONE | $20,000 | $0 |