Tower Hill Insurance Group, LLC 401(K) Plan — Form 5500 plan (Tower Hill Insurance Group, 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, Tower Hill Insurance Group, LLC 401(K) Plan is a benefit plan reported by Tower Hill Insurance Group, LLC under EIN 27-0867974 and plan number 002. The latest loaded filing year is 2023. The filing reports 660 participants and $61,071,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tower Hill Insurance Group, LLC
- EIN
- 27-0867974
- Plan number
- 002
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 660
- End-of-year plan assets
- $61,071,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 660 | H, C | 20241002145342NAL0008996641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,071,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,071,618
- Net assets (BOY)
- $48,287,192
Income & contributions
- Employer contributions
- $1,757,646
- Participant contributions
- $4,172,898
- Total contributions
- $6,068,544
- Total income / additions
- $15,565,268
Expenses & distributions
- Benefits paid
- $2,632,222
- Administrative expenses
- $146,561
- Total expenses
- $2,780,842
- Net increase / (decrease)
- $12,784,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $81,472 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $52,673 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,416 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tower Hill Insurance Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Gainesville, FL
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation