Plan5500

Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing — Form 5500 plan (Us Assure Insurance Services Of Florida, Inc.)

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, Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing is a benefit plan reported by Us Assure Insurance Services Of Florida, Inc. under EIN 59-3716329 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $28,288,773 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.3MPlan net assets, end of year$28,288,773
Participants215Covered participants reported
Assets / participant$131.6KComputed: assets ÷ participants$131,576 (computed)
Provider compensation$31.3K4 Schedule C provider row(s)$31,327
Plan sponsor
Us Assure Insurance Services Of Florida, Inc.
EIN
59-3716329
Plan number
002
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    215 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.3M total assets
Net assets$28.3MLiabilities$0
Money in vs. money out
Total income / additions$5.9M
Total expenses$814K
Benefits paid / distributions$798K
Contributions
Employer$703.6K
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$28,288,773
Total liabilities (EOY)
$0
Net assets (EOY)
$28,288,773
Net assets (BOY)
$23,252,505

Income & contributions

Employer contributions
$703,621
Participant contributions
$1,015,157
Total contributions
$2,071,827
Total income / additions
$5,850,305

Expenses & distributions

Benefits paid
$798,026
Administrative expenses
$16,011
Total expenses
$814,037
Net increase / (decrease)
$5,036,268
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$16K
    CONTRACT ADMINISTRATOR · Direct $16K · Indirect $0
  2. 2
    Ameriprise Financial Services Inc$11.6K
    OTHER SERVICES · Direct $0 · Indirect $11.6K
  3. 3
    Ameriprise Financial Services Inc$3.7K
    OTHER SERVICES · Direct $0 · Indirect $3.7K
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing?
Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing is reported as sponsored by Us Assure Insurance Services Of Florida, Inc. (EIN 59-3716329, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing?
The latest Form 5500 filing year loaded for Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing is 2023.
How many participants does Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing report?
Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing reports 215 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing?
Us Assure Insurance Services Of Florida, Inc. 401(K) Profit Sharing reports $28,288,773 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages