High Street Insurance Partners 401(K) Plan — Form 5500 plan (High Street Insurance Partners, 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, High Street Insurance Partners 401(K) Plan is a benefit plan reported by High Street Insurance Partners, Inc. under EIN 83-0860475 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,847 participants and $111,049,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- High Street Insurance Partners, Inc.
- EIN
- 83-0860475
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 1,847
- End-of-year plan assets
- $111,049,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,847 | H, C | 20241003185128NAL0006025603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,049,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,049,126
- Net assets (BOY)
- $48,443,184
Income & contributions
- Employer contributions
- $4,746,526
- Participant contributions
- $9,299,666
- Total contributions
- $16,112,030
- Total income / additions
- $29,151,423
Expenses & distributions
- Benefits paid
- $9,645,417
- Administrative expenses
- $219,974
- Total expenses
- $9,898,267
- Net increase / (decrease)
- $19,253,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $135,505 | $0 | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $0 | $38,374 | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $38,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,111 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $18,566 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group | OTHER | $393 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for High Street Insurance Partners, Inc.
- 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
- The Angell Pension Group Inc — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- The Angell Pension Group — Schedule C compensation