Plain-English plan 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, Usi 401(K) Plan is a benefit plan reported by Usi Insurance Services LLC under EIN 13-3771734 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,875 participants and $1,327,610,141 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,327,610,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,327,610,141
- Net assets (BOY)
- $1,039,429,248
Income & contributions
- Employer contributions
- $22,254,934
- Participant contributions
- $97,010,821
- Total contributions
- $184,692,842
- Total income / additions
- $403,045,425
Expenses & distributions
- Benefits paid
- $114,526,718
- Administrative expenses
- $315,808
- Total expenses
- $114,864,532
- Net increase / (decrease)
- $288,180,893