2023 Form 5500 filing — Associated Insurance Management, LLC 401(K) 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 20241008153441NAL0030381856001) for Associated Insurance Management, LLC 401(K) Plan, reported by Associated Insurance Management, LLC under EIN 20-4036064 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153441NAL0030381856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Insurance Management, LLC
- EIN
- 20-4036064
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,668,519
- Total liabilities (EOY)
- $36,123
- Net assets (EOY)
- $42,632,396
- Employer contributions
- $787,965
- Participant contributions
- $1,578,043
- Total income / additions
- $9,233,819
- Benefits paid
- $5,685,892
- Administrative expenses
- $82,555
- Total expenses
- $5,768,447
- Net increase / (decrease)
- $3,465,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $52,911 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,817 | $0 |
| Ernst & Young Llp | AUDITOR | $15,250 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMINISTRATOR | $10,634 | not reported in the loaded dataset |