2023 Form 5500 filing — Insure Homes Parent, LLC 401(K) 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 20241011095545NAL0021631329001) for Insure Homes Parent, LLC 401(K) Plan, reported by Service First Insurance Group, LLC under EIN 59-3678069 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095545NAL0021631329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Service First Insurance Group, LLC
- EIN
- 59-3678069
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,175,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,175,146
- Employer contributions
- $1,273,078
- Participant contributions
- $1,939,388
- Total income / additions
- $6,869,429
- Benefits paid
- $1,973,510
- Administrative expenses
- $92,976
- Total expenses
- $2,108,731
- Net increase / (decrease)
- $4,760,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $95,666 | not reported in the loaded dataset |
| Everen Securities Inc | BROKER/ADVISOR | $0 | $56,693 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,001 | not reported in the loaded dataset |
| Sentinel Benefits Group Inc. | CONTRACT ADMIN | $5,255 | not reported in the loaded dataset |