Amerisure Mutual Insurance Company 401k Savings Plan — Form 5500 plan (Amerisure Mutual Insurance Company 401k Savings Plan)
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 401k Savings Plan is a benefit plan reported by Amerisure Mutual Insurance Company 401k Savings Plan under EIN 38-0829210 and plan number 011. The latest loaded filing year is 2023. The filing reports 1,010 participants and $212,914,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amerisure Mutual Insurance Company 401k Savings Plan
- EIN
- 38-0829210
- Plan number
- 011
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- 1,010
- End-of-year plan assets
- $212,914,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,010 | H, C | 20240930125830NAL0009417728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $212,914,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $212,914,858
- Net assets (BOY)
- $188,372,522
Income & contributions
- Employer contributions
- $3,751,698
- Participant contributions
- $8,508,495
- Total contributions
- $13,205,677
- Total income / additions
- $45,620,264
Expenses & distributions
- Benefits paid
- $20,972,838
- Administrative expenses
- $105,090
- Total expenses
- $21,077,928
- Net increase / (decrease)
- $24,542,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $53,965 | $0 | 2023 |
| Cardinal Investment Advisors | NONE | $22,500 | $0 | 2023 |
| Plante Moran Pllc | NONE | $18,774 | $0 | 2023 |
| Vanguard Group Inc. | NONE | $7,450 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amerisure Mutual Insurance Company 401k Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farmington Hills, MI
- Vanguard Advisers Inc. — Schedule C compensation
- Cardinal Investment Advisors — Schedule C compensation
- Plante Moran Pllc — Schedule C compensation
- Vanguard Group Inc. — Schedule C compensation