Insurity, LLC. 401(K) Retirement Savings Plan — Form 5500 plan (Insurity, 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, Insurity, LLC. 401(K) Retirement Savings Plan is a benefit plan reported by Insurity, LLC. under EIN 37-1651334 and plan number 001. The latest loaded filing year is 2023. The filing reports 997 participants and $140,476,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insurity, LLC.
- EIN
- 37-1651334
- Plan number
- 001
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 997
- End-of-year plan assets
- $140,476,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 997 | H, C | 20240903142233NAL0018575697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,476,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,476,524
- Net assets (BOY)
- $116,840,042
Income & contributions
- Employer contributions
- $3,013,273
- Participant contributions
- $7,508,751
- Total contributions
- $14,343,595
- Total income / additions
- $35,313,183
Expenses & distributions
- Benefits paid
- $11,459,378
- Administrative expenses
- $216,713
- Total expenses
- $11,676,701
- Net increase / (decrease)
- $23,636,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,819 | $0 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISORY | $79,894 | $106 | 2023 |
| Insurity LLC | OTHER SERVICES | $0 | $23,774 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insurity, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Principal Life Insurance Company — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Insurity LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation