Amerisure Mutual Insurance Company Cash Balance Pension Plan — Form 5500 plan (Amerisure Mutual Insurance Company)
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, Amerisure Mutual Insurance Company Cash Balance Pension Plan is a benefit plan reported by Amerisure Mutual Insurance Company under EIN 38-0829210 and plan number 010. The latest loaded filing year is 2023. The filing reports 1,286 participants and $89,720,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amerisure Mutual Insurance Company
- EIN
- 38-0829210
- Plan number
- 010
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- 1,286
- End-of-year plan assets
- $89,720,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,286 | H, C | 20240930125848NAL0002628147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,720,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,720,588
- Net assets (BOY)
- $85,533,363
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,882,192
Expenses & distributions
- Benefits paid
- $6,214,735
- Administrative expenses
- $480,232
- Total expenses
- $6,694,967
- Net increase / (decrease)
- $4,187,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $106,814 | $0 | 2023 |
| Silchester International | NONE | $85,568 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $47,500 | $0 | 2023 |
| Legal & Gen Collective Invt Tr | NONE | $45,385 | $0 | 2023 |
| Plante Moran Pllc | NONE | $28,528 | $0 | 2023 |
| Principal Custody Solutions | NONE | $23,270 | $0 | 2023 |
| Cardinal Investment Advisors LLC | NONE | $20,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amerisure Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farmington Hills, MI
- Aon Consulting — Schedule C compensation
- Silchester International — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Legal & Gen Collective Invt Tr — Schedule C compensation
- Plante Moran Pllc — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Cardinal Investment Advisors LLC — Schedule C compensation