Hni Risk Services 401(K) Plan — Form 5500 plan (Acrisure, 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, Hni Risk Services 401(K) Plan is a benefit plan reported by Acrisure, LLC under EIN 26-3554645 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $40,623,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acrisure, LLC
- EIN
- 26-3554645
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $40,623,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241203094103NAL0002607937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,623,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,623,110
- Net assets (BOY)
- $38,827,715
Income & contributions
- Employer contributions
- $379,471
- Participant contributions
- $1,374,252
- Total contributions
- $1,934,566
- Total income / additions
- $8,076,990
Expenses & distributions
- Benefits paid
- $6,185,187
- Administrative expenses
- $96,408
- Total expenses
- $6,281,595
- Net increase / (decrease)
- $1,795,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $83,858 | $0 | 2023 |
| Woodbury Financial Services, | BROKER/ADVISO R | $0 | $67,003 | 2023 |
| Sikich Cpa, LLC | AUDITOR | $11,500 | $0 | 2023 |
| Blue Chip Retirement Plans, Inc. | TPA | $300 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acrisure, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Empower Annuity Ins. Co Of America — Schedule C compensation
- Woodbury Financial Services, — Schedule C compensation
- Sikich Cpa, LLC — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation