Insure Homes Parent, LLC 401(K) Plan — Form 5500 plan (Service First Insurance Group, 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, Insure Homes Parent, LLC 401(K) Plan is a benefit plan reported by Service First Insurance Group, LLC under EIN 59-3678069 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $26,175,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service First Insurance Group, LLC
- EIN
- 59-3678069
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $26,175,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241011095545NAL0021631329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,175,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,175,146
- Net assets (BOY)
- $21,395,843
Income & contributions
- Employer contributions
- $1,273,078
- Participant contributions
- $1,939,388
- Total contributions
- $3,622,647
- Total income / additions
- $6,869,429
Expenses & distributions
- Benefits paid
- $1,973,510
- Administrative expenses
- $92,976
- Total expenses
- $2,108,731
- Net increase / (decrease)
- $4,760,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $95,666 | not reported in the loaded dataset | 2023 |
| Everen Securities Inc | BROKER/ADVISOR | $0 | $56,693 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,001 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group Inc. | CONTRACT ADMIN | $5,255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service First Insurance Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Everen Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Sentinel Benefits Group Inc. — Schedule C compensation