How many benefit plans does Amwins Group, Inc. report on Form 5500?

Amwins Group, Inc. (EIN 13-4009411) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Amwins Group, Inc.?

The Employer Identification Number (EIN) reported for Amwins Group, Inc. is 13-4009411.

What is the latest Form 5500 filing year for Amwins Group, Inc.?

The latest loaded Form 5500 filing year for Amwins Group, Inc. is 2023.

Amwins Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Amwins Group, Inc. (EIN 13-4009411) is a plan sponsor located in Charlotte, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-4009411
Location: Charlotte, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $692,897,653
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $692,897,653

Contributions & income

Employer contributions: $15,031,163
Participant contributions: $52,295,205
Total income / additions: $190,348,678

Expenses & distributions

Benefits paid / distributions: $41,189,660
Total expenses: $41,936,264
Net increase / (decrease): $148,412,414

Coverage

Total reported participants: 12,290
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Amwins Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Amwins Group, Inc. 401(K) Plan	001	6,604	$692,897,653	2023
Amwins Group, Inc. Welfare Benefits Plan	501	5,686	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Amwins Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Amwins Group, Inc. Welfare Benefits Plan	5,686	—	20240722100047NAL0006255747001
2023	Amwins Group, Inc. 401(K) Plan	6,604	H, C	20241013182248NAL0044138928001