Assurance Financial Life/Ad&D Plan — Form 5500 plan (Assurance Financial Group 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, Assurance Financial Life/Ad&D Plan is a benefit plan reported by Assurance Financial Group LLC under EIN 72-1505298 and plan number 502. The latest loaded filing year is 2023. The filing reports 130 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants130Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Assurance Financial Group LLC
- EIN
- 72-1505298
- Plan number
- 502
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | — | 20241010140654NAL0021166049001 |
| 2023 | 100 | — | 20241010140245NAL0034298240001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.