Assurity Life Insurance Company 401(K) Plan — Form 5500 plan (Assurity Life 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, Assurity Life Insurance Company 401(K) Plan is a benefit plan reported by Assurity Life Insurance Company under EIN 38-1843471 and plan number 003. The latest loaded filing year is 2023. The filing reports 562 participants and $97,344,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Assurity Life Insurance Company
- EIN
- 38-1843471
- Plan number
- 003
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 562
- End-of-year plan assets
- $97,344,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 562 | H, C | 20240731111255NAL0014261475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,344,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,344,048
- Net assets (BOY)
- $86,224,440
Income & contributions
- Employer contributions
- $2,717,709
- Participant contributions
- $2,730,693
- Total contributions
- $5,585,384
- Total income / additions
- $18,402,966
Expenses & distributions
- Benefits paid
- $7,153,570
- Administrative expenses
- $129,788
- Total expenses
- $7,283,358
- Net increase / (decrease)
- $11,119,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp. | RECORDKEEPER | $129,788 | not reported in the loaded dataset | 2023 |