Associated Insurance Management, LLC 401(K) Plan — Form 5500 plan (Associated Insurance Management, LLC)
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, Associated Insurance Management, LLC 401(K) Plan is a benefit plan reported by Associated Insurance Management, LLC under EIN 20-4036064 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $42,668,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Insurance Management, LLC
- EIN
- 20-4036064
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $42,668,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241008153441NAL0030381856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,668,519
- Total liabilities (EOY)
- $36,123
- Net assets (EOY)
- $42,632,396
- Net assets (BOY)
- $39,167,024
Income & contributions
- Employer contributions
- $787,965
- Participant contributions
- $1,578,043
- Total contributions
- $2,582,735
- Total income / additions
- $9,233,819
Expenses & distributions
- Benefits paid
- $5,685,892
- Administrative expenses
- $82,555
- Total expenses
- $5,768,447
- Net increase / (decrease)
- $3,465,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $52,911 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,817 | $0 | 2023 |
| Ernst & Young Llp | AUDITOR | $15,250 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMINISTRATOR | $10,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Insurance Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Morgan Stanley Global Ba — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation