2023 Form 5500 filing — Acrisure 401(K) 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 20250317143800NAL0000967171001) for Acrisure 401(K) Savings Plan, reported by Acrisure, LLC under EIN 26-3554645 and plan number 025. It reports 13,943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317143800NAL0000967171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acrisure, LLC
- EIN
- 26-3554645
- Plan number
- 025
- Location
- Grand Rapids, MI
- Participants
- 13,943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $856,421,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $856,421,495
- Employer contributions
- $24,074,040
- Participant contributions
- $65,038,635
- Total income / additions
- $207,193,562
- Benefits paid
- $56,329,175
- Administrative expenses
- $484,345
- Total expenses
- $56,855,243
- Net increase / (decrease)
- $150,338,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $359,720 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $124,625 | $375 |