Assuredpartners Pep — Form 5500 plan (Assuredpartners Investment Advisors, 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, Assuredpartners Pep is a benefit plan reported by Assuredpartners Investment Advisors, LLC under EIN 85-0777552 and plan number 001. The latest loaded filing year is 2023. The filing reports 810 participants and $25,634,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Assuredpartners Investment Advisors, LLC
- EIN
- 85-0777552
- Plan number
- 001
- Plan type
- 3
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 810
- End-of-year plan assets
- $25,634,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 810 | H, C | 20250429123931NAL0001051906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,634,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,634,075
- Net assets (BOY)
- $8,278,899
Income & contributions
- Employer contributions
- $941,125
- Participant contributions
- $2,531,066
- Total contributions
- $4,475,551
- Total income / additions
- $7,702,986
Expenses & distributions
- Benefits paid
- $1,712,405
- Administrative expenses
- $155,862
- Total expenses
- $1,919,070
- Net increase / (decrease)
- $5,783,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $57,984 | not reported in the loaded dataset | 2023 |
| Assuredpartners Capital Inc Dba Ass | PLAN SPONSORS | $21,145 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $15,418 | not reported in the loaded dataset | 2023 |
| Williams-Keepers, LLC | AUDITOR | $15,185 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Assuredpartners Investment Advisors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Pentegra Services Inc — Schedule C compensation
- Assuredpartners Capital Inc Dba Ass — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Williams-Keepers, LLC — Schedule C compensation