Assuredpartners 401(K) Plan — Form 5500 plan (Assuredpartners, Inc.)
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, Assuredpartners 401(K) Plan is a benefit plan reported by Assuredpartners, Inc. under EIN 27-5176829 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,995 participants and $878,383,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Assuredpartners, Inc.
- EIN
- 27-5176829
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 9,995
- End-of-year plan assets
- $878,383,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,995 | H, C | 20241015155224NAL0030240049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $878,383,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $878,383,641
- Net assets (BOY)
- $737,708,272
Income & contributions
- Employer contributions
- $24,050,151
- Participant contributions
- $77,689,989
- Total contributions
- $119,830,541
- Total income / additions
- $249,146,388
Expenses & distributions
- Benefits paid
- $107,867,733
- Administrative expenses
- $567,896
- Total expenses
- $108,471,019
- Net increase / (decrease)
- $140,675,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $217,450 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | NONE | $183,743 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $165,788 | $0 | 2023 |
| Charles Schwab & Co., Inc | NONE | $477 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Assuredpartners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation