Aegis 401(K) Retirement Plan — Form 5500 plan (Aegis Insurance Services, Inc.)
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, Aegis 401(K) Retirement Plan is a benefit plan reported by Aegis Insurance Services, Inc. under EIN 22-2466904 and plan number 002. The latest loaded filing year is 2023. The filing reports 373 participants and $177,775,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aegis Insurance Services, Inc.
- EIN
- 22-2466904
- Plan number
- 002
- Plan type
- 2
- Location
- East Rutherford, NJ
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $177,775,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241015082744NAL0015985635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $177,775,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,775,958
- Net assets (BOY)
- $141,913,640
Income & contributions
- Employer contributions
- $5,699,880
- Participant contributions
- $4,480,798
- Total contributions
- $14,384,927
- Total income / additions
- $38,242,295
Expenses & distributions
- Benefits paid
- $8,508,224
- Administrative expenses
- $3,007
- Total expenses
- $8,511,231
- Net increase / (decrease)
- $29,731,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,007 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aegis Insurance Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in East Rutherford, NJ
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation