2023 Form 5500 filing — Assuredpartners Pep
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 20250429123931NAL0001051906001) for Assuredpartners Pep, reported by Assuredpartners Investment Advisors, LLC under EIN 85-0777552 and plan number 001. It reports 810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429123931NAL0001051906001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Assuredpartners Investment Advisors, LLC
- EIN
- 85-0777552
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,634,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,634,075
- Employer contributions
- $941,125
- Participant contributions
- $2,531,066
- Total income / additions
- $7,702,986
- Benefits paid
- $1,712,405
- Administrative expenses
- $155,862
- Total expenses
- $1,919,070
- Net increase / (decrease)
- $5,783,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $57,984 | not reported in the loaded dataset |
| Assuredpartners Capital Inc Dba Ass | PLAN SPONSORS | $21,145 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $15,418 | not reported in the loaded dataset |
| Williams-Keepers, LLC | AUDITOR | $15,185 | not reported in the loaded dataset |