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ASSUREDPARTNERS 401(K) PLAN 401k Plan overview

Plan NameASSUREDPARTNERS 401(K) PLAN
Plan identification number 001

ASSUREDPARTNERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASSUREDPARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSUREDPARTNERS, INC.
Employer identification number (EIN):275176829
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ASSUREDPARTNERS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4944884

More information about ASSUREDPARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSUREDPARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY BOTIC KIMBERLY BOTIC2018-10-15
0012016-01-01BRIAN FITZGERALD
0012016-01-01
0012015-01-01BRIAN FITZGERALD
0012014-01-01BRIAN FITZGERALD
0012013-01-01BRIAN FITZGERALD

Plan Statistics for ASSUREDPARTNERS 401(K) PLAN

401k plan membership statisitcs for ASSUREDPARTNERS 401(K) PLAN

Measure Date Value
2022: ASSUREDPARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,721
Total number of active participants reported on line 7a of the Form 55002022-01-018,513
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,355
Total of all active and inactive participants2022-01-019,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0130
Total participants2022-01-019,898
Number of participants with account balances2022-01-019,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01884
2021: ASSUREDPARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,099
Total number of active participants reported on line 7a of the Form 55002021-01-017,748
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,223
Total of all active and inactive participants2021-01-018,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0133
Total participants2021-01-019,004
Number of participants with account balances2021-01-018,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01792
2020: ASSUREDPARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,246
Total number of active participants reported on line 7a of the Form 55002020-01-016,757
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01927
Total of all active and inactive participants2020-01-017,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-017,703
Number of participants with account balances2020-01-017,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01552
2019: ASSUREDPARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,019
Total number of active participants reported on line 7a of the Form 55002019-01-015,972
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01834
Total of all active and inactive participants2019-01-016,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-016,821
Number of participants with account balances2019-01-016,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01557
2018: ASSUREDPARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,055
Total number of active participants reported on line 7a of the Form 55002018-01-015,209
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01566
Total of all active and inactive participants2018-01-015,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-015,786
Number of participants with account balances2018-01-015,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01455
2017: ASSUREDPARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,680
Total number of active participants reported on line 7a of the Form 55002017-01-014,109
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01441
Total of all active and inactive participants2017-01-014,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-014,555
Number of participants with account balances2017-01-013,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01405
2016: ASSUREDPARTNERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,840
Total number of active participants reported on line 7a of the Form 55002016-01-013,355
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01707
Total of all active and inactive participants2016-01-014,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,062
Number of participants with account balances2016-01-013,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01308
2015: ASSUREDPARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,192
Total number of active participants reported on line 7a of the Form 55002015-01-012,475
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01451
Total of all active and inactive participants2015-01-012,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,927
Number of participants with account balances2015-01-012,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01200
2014: ASSUREDPARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,854
Total number of active participants reported on line 7a of the Form 55002014-01-011,890
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01274
Total of all active and inactive participants2014-01-012,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,165
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSUREDPARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,231
Total number of active participants reported on line 7a of the Form 55002013-01-011,604
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01235
Total of all active and inactive participants2013-01-011,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,839
Number of participants with account balances2013-01-011,642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01105

Financial Data on ASSUREDPARTNERS 401(K) PLAN

Measure Date Value
2022 : ASSUREDPARTNERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,445,960
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$74,367,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$73,535,509
Expenses. Certain deemed distributions of participant loans2022-12-31$14,852
Value of total corrective distributions2022-12-31$45,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$132,252,166
Value of total assets at end of year2022-12-31$737,708,272
Value of total assets at beginning of year2022-12-31$820,522,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$772,092
Total interest from all sources2022-12-31$421,847
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,043,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,043,671
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$68,040,982
Participant contributions at end of year2022-12-31$9,097,053
Participant contributions at beginning of year2022-12-31$8,480,465
Participant contributions at beginning of year2022-12-31$1,705
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,132,544
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,550,616
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$43,131,551
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$4,441
Other income not declared elsewhere2022-12-31$-1,593,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-82,813,788
Value of net assets at end of year (total assets less liabilities)2022-12-31$737,708,272
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$820,522,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$159,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$60,541,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$138,303,788
Value of interest in pooled separate accounts at end of year2022-12-31$58,681,855
Value of interest in pooled separate accounts at beginning of year2022-12-31$45,509,812
Interest on participant loans2022-12-31$421,847
Value of interest in common/collective trusts at end of year2022-12-31$601,255,330
Value of interest in common/collective trusts at beginning of year2022-12-31$618,360,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-36,032,472
Net investment gain/loss from pooled separate accounts2022-12-31$-3,132,192
Net investment gain or loss from common/collective trusts2022-12-31$-102,405,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$21,079,633
Employer contributions (assets) at beginning of year2022-12-31$1,315,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$73,531,068
Contract administrator fees2022-12-31$612,435
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PIVOT CPAS
Accountancy firm EIN2022-12-31200708248
2021 : ASSUREDPARTNERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$6,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$197,819,939
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$62,056,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$61,117,070
Expenses. Certain deemed distributions of participant loans2021-12-31$-30,416
Value of total corrective distributions2021-12-31$7,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$119,858,863
Value of total assets at end of year2021-12-31$820,522,060
Value of total assets at beginning of year2021-12-31$684,752,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$962,554
Total interest from all sources2021-12-31$420,145
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,633,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,633,855
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$56,999,030
Participant contributions at end of year2021-12-31$8,480,465
Participant contributions at beginning of year2021-12-31$8,036,295
Participant contributions at end of year2021-12-31$1,705
Participant contributions at beginning of year2021-12-31$991
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,550,616
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,829,718
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,817,385
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,999
Other income not declared elsewhere2021-12-31$127,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$135,763,152
Value of net assets at end of year (total assets less liabilities)2021-12-31$820,522,060
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$684,752,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$138,303,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$126,962,722
Value of interest in pooled separate accounts at end of year2021-12-31$45,509,812
Value of interest in pooled separate accounts at beginning of year2021-12-31$33,489,418
Interest on participant loans2021-12-31$420,145
Value of interest in common/collective trusts at end of year2021-12-31$618,360,124
Value of interest in common/collective trusts at beginning of year2021-12-31$507,397,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,235,244
Net investment gain/loss from pooled separate accounts2021-12-31$-167,230
Net investment gain or loss from common/collective trusts2021-12-31$59,712,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$19,042,448
Employer contributions (assets) at end of year2021-12-31$1,315,550
Employer contributions (assets) at beginning of year2021-12-31$1,036,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$61,113,071
Contract administrator fees2021-12-31$962,554
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PIVOT CPAS
Accountancy firm EIN2021-12-31200708248
2020 : ASSUREDPARTNERS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$209,062,657
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$48,168,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$47,324,247
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$16,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$141,028,928
Value of total assets at end of year2020-12-31$684,752,811
Value of total assets at beginning of year2020-12-31$523,858,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$827,383
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$435,370
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,253,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,253,262
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$47,483,768
Participant contributions at end of year2020-12-31$8,036,295
Participant contributions at beginning of year2020-12-31$7,357,367
Participant contributions at end of year2020-12-31$991
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,829,718
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,724,527
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$77,362,724
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$936,687
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$160,894,531
Value of net assets at end of year (total assets less liabilities)2020-12-31$684,752,811
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$523,858,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$126,962,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,646,971
Value of interest in pooled separate accounts at end of year2020-12-31$33,489,418
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,155,158
Interest on participant loans2020-12-31$435,370
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$507,397,320
Value of interest in common/collective trusts at beginning of year2020-12-31$405,190,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,532,247
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$40,876,163
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,182,436
Employer contributions (assets) at end of year2020-12-31$1,036,347
Employer contributions (assets) at beginning of year2020-12-31$783,766
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$47,321,792
Contract administrator fees2020-12-31$827,383
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PIVOT CPAS
Accountancy firm EIN2020-12-31200708248
2019 : ASSUREDPARTNERS 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$60,903
Total transfer of assets to this plan2019-12-31$60,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$174,028,780
Total income from all sources (including contributions)2019-12-31$174,028,780
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$40,362,430
Total of all expenses incurred2019-12-31$40,362,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$39,520,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$39,520,773
Expenses. Certain deemed distributions of participant loans2019-12-31$3,602
Expenses. Certain deemed distributions of participant loans2019-12-31$3,602
Value of total corrective distributions2019-12-31$2,407
Value of total corrective distributions2019-12-31$2,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$92,266,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$92,266,272
Value of total assets at end of year2019-12-31$523,858,280
Value of total assets at end of year2019-12-31$523,858,280
Value of total assets at beginning of year2019-12-31$390,131,027
Value of total assets at beginning of year2019-12-31$390,131,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$835,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$835,648
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$384,707
Total interest from all sources2019-12-31$384,707
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,094,017
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,094,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,094,017
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,094,017
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$38,405,128
Contributions received from participants2019-12-31$38,405,128
Participant contributions at end of year2019-12-31$7,357,367
Participant contributions at end of year2019-12-31$7,357,367
Participant contributions at beginning of year2019-12-31$6,163,344
Participant contributions at beginning of year2019-12-31$6,163,344
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$788
Participant contributions at beginning of year2019-12-31$788
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,724,527
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,724,527
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,296,184
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,296,184
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,785,020
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,785,020
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,541
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,194,846
Other income not declared elsewhere2019-12-31$1,194,846
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$133,666,350
Value of net income/loss2019-12-31$133,666,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$523,858,280
Value of net assets at end of year (total assets less liabilities)2019-12-31$523,858,280
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$390,131,027
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$390,131,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,646,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,646,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,628,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,628,266
Value of interest in pooled separate accounts at end of year2019-12-31$17,155,158
Value of interest in pooled separate accounts at end of year2019-12-31$17,155,158
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,142,390
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,142,390
Interest on participant loans2019-12-31$384,707
Interest on participant loans2019-12-31$384,707
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$405,190,491
Value of interest in common/collective trusts at end of year2019-12-31$405,190,491
Value of interest in common/collective trusts at beginning of year2019-12-31$301,894,477
Value of interest in common/collective trusts at beginning of year2019-12-31$301,894,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,619,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,619,358
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$62,469,580
Net investment gain or loss from common/collective trusts2019-12-31$62,469,580
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$14,076,124
Contributions received in cash from employer2019-12-31$14,076,124
Employer contributions (assets) at end of year2019-12-31$783,766
Employer contributions (assets) at end of year2019-12-31$783,766
Employer contributions (assets) at beginning of year2019-12-31$5,578
Employer contributions (assets) at beginning of year2019-12-31$5,578
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$39,519,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$39,519,232
Contract administrator fees2019-12-31$835,648
Contract administrator fees2019-12-31$835,648
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PIVOT CPAS
Accountancy firm name2019-12-31PIVOT CPAS
Accountancy firm EIN2019-12-31200708248
Accountancy firm EIN2019-12-31200708248
2018 : ASSUREDPARTNERS 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-45
Total unrealized appreciation/depreciation of assets2018-12-31$-45
Total transfer of assets to this plan2018-12-31$105,882,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$79,132,969
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$35,701,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,971,019
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$5,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$93,439,236
Value of total assets at end of year2018-12-31$390,131,027
Value of total assets at beginning of year2018-12-31$240,817,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$725,027
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$268,732
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$671,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$671,936
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$32,188,874
Participant contributions at end of year2018-12-31$6,163,344
Participant contributions at beginning of year2018-12-31$2,773,698
Participant contributions at end of year2018-12-31$788
Participant contributions at beginning of year2018-12-31$2,459
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,296,184
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,360,050
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,152,689
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$8,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-666,061
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$43,431,174
Value of net assets at end of year (total assets less liabilities)2018-12-31$390,131,027
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$240,817,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$3,660
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$64,628,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,409,098
Value of interest in pooled separate accounts at end of year2018-12-31$13,142,390
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$268,732
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$301,894,477
Value of interest in common/collective trusts at beginning of year2018-12-31$193,265,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,581,260
Net investment gain/loss from pooled separate accounts2018-12-31$48,091
Net investment gain or loss from common/collective trusts2018-12-31$-8,047,660
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,097,673
Employer contributions (assets) at end of year2018-12-31$5,578
Employer contributions (assets) at beginning of year2018-12-31$3,561
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$34,962,766
Contract administrator fees2018-12-31$725,027
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PIVOT CPAS
Accountancy firm EIN2018-12-31200708248
2017 : ASSUREDPARTNERS 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-990
Total unrealized appreciation/depreciation of assets2017-12-31$-990
Total transfer of assets to this plan2017-12-31$19,275,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$76,216,290
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$21,519,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,948,473
Expenses. Certain deemed distributions of participant loans2017-12-31$41,576
Value of total corrective distributions2017-12-31$13,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$48,156,371
Value of total assets at end of year2017-12-31$240,817,817
Value of total assets at beginning of year2017-12-31$166,845,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$516,604
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$116,747
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$292,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$292,337
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$21,587,682
Participant contributions at end of year2017-12-31$2,773,698
Participant contributions at beginning of year2017-12-31$2,264,060
Participant contributions at end of year2017-12-31$2,459
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,360,050
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,307,412
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,873,313
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$23
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$152,756
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$37,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$54,696,562
Value of net assets at end of year (total assets less liabilities)2017-12-31$240,817,817
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$166,845,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Assets. partnership/joint venture interests at end of year2017-12-31$3,660
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,409,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$79,160,357
Interest on participant loans2017-12-31$116,747
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$193,265,291
Value of interest in common/collective trusts at beginning of year2017-12-31$74,559,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,516,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,516,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,483,780
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$19,015,289
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,695,376
Employer contributions (assets) at end of year2017-12-31$3,561
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,948,450
Contract administrator fees2017-12-31$516,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PIVOTCPA'S
Accountancy firm EIN2017-12-31200708248
2016 : ASSUREDPARTNERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$182,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$48,380,330
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,584,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,246,831
Value of total corrective distributions2016-12-31$5,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$35,510,627
Value of total assets at end of year2016-12-31$166,807,816
Value of total assets at beginning of year2016-12-31$126,829,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$332,320
Total interest from all sources2016-12-31$98,226
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,264,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,264,654
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,158,412
Participant contributions at end of year2016-12-31$2,264,060
Participant contributions at beginning of year2016-12-31$1,518,796
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,307,412
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,116,185
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,441,725
Other income not declared elsewhere2016-12-31$176,157
Administrative expenses (other) incurred2016-12-31$2,334
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$39,796,028
Value of net assets at end of year (total assets less liabilities)2016-12-31$166,807,816
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$126,829,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$65,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$79,160,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$63,264,494
Interest on participant loans2016-12-31$86,584
Value of interest in common/collective trusts at end of year2016-12-31$74,559,451
Value of interest in common/collective trusts at beginning of year2016-12-31$54,299,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,516,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,630,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,630,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,839,544
Net investment gain or loss from common/collective trusts2016-12-31$6,491,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,910,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,246,831
Contract administrator fees2016-12-31$264,611
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THE GRIGGS GROUP
Accountancy firm EIN2016-12-31200708248
2015 : ASSUREDPARTNERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$14,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$35,552,965
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,763,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,461,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$38,153,627
Value of total assets at end of year2015-12-31$126,829,032
Value of total assets at beginning of year2015-12-31$99,024,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$301,595
Total interest from all sources2015-12-31$60,150
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,744,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,744,755
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$13,683,478
Participant contributions at end of year2015-12-31$1,518,796
Participant contributions at beginning of year2015-12-31$822,355
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,116,185
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,013,346
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,708,005
Administrative expenses (other) incurred2015-12-31$2,049
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$99,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$27,789,656
Value of net assets at end of year (total assets less liabilities)2015-12-31$126,829,032
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$99,024,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$86,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$63,264,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,251,629
Income. Interest from loans (other than to participants)2015-12-31$54,320
Interest earned on other investments2015-12-31$5,016
Value of interest in common/collective trusts at end of year2015-12-31$54,299,167
Value of interest in common/collective trusts at beginning of year2015-12-31$41,911,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,630,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,926,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,926,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,353,695
Net investment gain or loss from common/collective trusts2015-12-31$-2,051,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,762,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,461,714
Contract administrator fees2015-12-31$213,098
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THE GRIGGS GROUP
Accountancy firm EIN2015-12-31200708248
2014 : ASSUREDPARTNERS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$33,988,607
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,353,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,126,276
Value of total corrective distributions2014-12-31$292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,865,508
Value of total assets at end of year2014-12-31$99,024,536
Value of total assets at beginning of year2014-12-31$69,389,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$227,241
Total interest from all sources2014-12-31$-21,969
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,861,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,861,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,691,474
Participant contributions at end of year2014-12-31$822,355
Participant contributions at beginning of year2014-12-31$555,963
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,013,346
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,653,028
Other income not declared elsewhere2014-12-31$42,422
Total non interest bearing cash at end of year2014-12-31$99,219
Total non interest bearing cash at beginning of year2014-12-31$14,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$29,634,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$99,024,536
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$69,389,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$88,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,251,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,933,934
Interest on participant loans2014-12-31$-21,874
Value of interest in common/collective trusts at end of year2014-12-31$41,911,281
Value of interest in common/collective trusts at beginning of year2014-12-31$28,942,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,926,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,942,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,942,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-95
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,027,013
Net investment gain or loss from common/collective trusts2014-12-31$1,214,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,521,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,126,276
Contract administrator fees2014-12-31$138,893
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THE GRIGGS GROUP
Accountancy firm EIN2014-12-31200708248
2013 : ASSUREDPARTNERS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,301,638
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,916,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,772,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,026,239
Value of total assets at end of year2013-12-31$69,389,738
Value of total assets at beginning of year2013-12-31$52,004,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$143,601
Total interest from all sources2013-12-31$76,398
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$818,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$818,021
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,450,164
Participant contributions at end of year2013-12-31$555,963
Participant contributions at beginning of year2013-12-31$490,572
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,326,338
Administrative expenses (other) incurred2013-12-31$173
Total non interest bearing cash at end of year2013-12-31$14,434
Total non interest bearing cash at beginning of year2013-12-31$565,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$17,385,344
Value of net assets at end of year (total assets less liabilities)2013-12-31$69,389,738
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,004,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$61,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$36,933,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,387,910
Interest on participant loans2013-12-31$75,386
Value of interest in common/collective trusts at end of year2013-12-31$28,942,421
Value of interest in common/collective trusts at beginning of year2013-12-31$19,345,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,942,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,215,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,215,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,380,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,249,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,772,693
Contract administrator fees2013-12-31$82,211
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THE GRIGGS GROUP
Accountancy firm EIN2013-12-31200708248

Form 5500 Responses for ASSUREDPARTNERS 401(K) PLAN

2022: ASSUREDPARTNERS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSUREDPARTNERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSUREDPARTNERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSUREDPARTNERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSUREDPARTNERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSUREDPARTNERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSUREDPARTNERS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASSUREDPARTNERS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASSUREDPARTNERS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASSUREDPARTNERS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624072
Policy instance 1
Insurance contract or identification number624072
Number of Individuals Covered9898
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32039
Policy instance 2
Insurance contract or identification numberGA32039
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number624072
Policy instance 1
Insurance contract or identification number624072
Number of Individuals Covered9004
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32039
Policy instance 2
Insurance contract or identification numberGA32039
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32039
Policy instance 1
Insurance contract or identification numberGA32039
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number32039
Policy instance 1
Insurance contract or identification number32039
Number of Individuals Covered6821
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number32039
Policy instance 1
Insurance contract or identification number32039
Number of Individuals Covered5786
Insurance policy start date2018-11-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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