2023 Form 5500 filing — Amerisure Mutual Insurance Company 401k Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930125830NAL0009417728001) for Amerisure Mutual Insurance Company 401k Savings Plan, reported by Amerisure Mutual Insurance Company 401k Savings Plan under EIN 38-0829210 and plan number 011. It reports 1,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125830NAL0009417728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amerisure Mutual Insurance Company 401k Savings Plan
- EIN
- 38-0829210
- Plan number
- 011
- Location
- Farmington Hills, MI
- Participants
- 1,010
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $212,914,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $212,914,858
- Employer contributions
- $3,751,698
- Participant contributions
- $8,508,495
- Total income / additions
- $45,620,264
- Benefits paid
- $20,972,838
- Administrative expenses
- $105,090
- Total expenses
- $21,077,928
- Net increase / (decrease)
- $24,542,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $53,965 | $0 |
| Cardinal Investment Advisors | NONE | $22,500 | $0 |
| Plante Moran Pllc | NONE | $18,774 | $0 |
| Vanguard Group Inc. | NONE | $7,450 | $0 |