Digital Insurance, LLC 401(K) Plan — Form 5500 plan (Digital Insurance, 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, Digital Insurance, LLC 401(K) Plan is a benefit plan reported by Digital Insurance, LLC under EIN 58-2522668 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,687 participants and $306,569,868 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Digital Insurance, LLC
EIN
58-2522668
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
3,687
End-of-year plan assets
$306,569,868

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,687H, C20241015152050NAL0048628048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$306,569,868
Total liabilities (EOY)
$190
Net assets (EOY)
$306,569,678
Net assets (BOY)
$233,916,099

Income & contributions

Employer contributions
$10,365,752
Participant contributions
$32,927,469
Total contributions
$54,654,934
Total income / additions
$102,664,318

Expenses & distributions

Benefits paid
$29,677,125
Administrative expenses
$201,026
Total expenses
$30,010,739
Net increase / (decrease)
$72,653,579

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$190,866$02023
Strategic Benefit Advisors, Inc.ACCOUNTANT/AUDITOR$10,160not reported in the loaded dataset2023

Related Form 5500 pages