Acrisure 401(K) Savings Plan — Form 5500 plan (Acrisure, LLC)

Plain-English plan 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, Acrisure 401(K) Savings Plan is a benefit plan reported by Acrisure, LLC under EIN 26-3554645 and plan number 025. The latest loaded filing year is 2023. The filing reports 13,943 participants and $856,421,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acrisure, LLC
EIN
26-3554645
Plan number
025
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
13,943
End-of-year plan assets
$856,421,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,943H, C20250317143800NAL0000967171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$856,421,495
Total liabilities (EOY)
$0
Net assets (EOY)
$856,421,495
Net assets (BOY)
$607,406,805

Income & contributions

Employer contributions
$24,074,040
Participant contributions
$65,038,635
Total contributions
$108,154,723
Total income / additions
$207,193,562

Expenses & distributions

Benefits paid
$56,329,175
Administrative expenses
$484,345
Total expenses
$56,855,243
Net increase / (decrease)
$150,338,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$359,720$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$124,625$3752023

Related Form 5500 pages