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Plan Name | ASSUREDPARTNERS PEP |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC |
Employer identification number (EIN): | 850777552 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2022-01-01 |
Measure | Date | Value |
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2022: ASSUREDPARTNERS PEP 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 735 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 74 |
Total of all active and inactive participants | 2022-01-01 | 810 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 810 |
Number of participants with account balances | 2022-01-01 | 456 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 14 |
Measure | Date | Value |
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2022 : ASSUREDPARTNERS PEP 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $7,403,292 |
Total income from all sources | 2022-12-31 | $1,123,705 |
Expenses. Total of all expenses incurred | 2022-12-31 | $232,142 |
Benefits paid (including direct rollovers) | 2022-12-31 | $213,371 |
Total plan assets at end of year | 2022-12-31 | $8,294,855 |
Total plan assets at beginning of year | 2022-12-31 | $0 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $824,596 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $245,400 |
Other income received | 2022-12-31 | $-55,502 |
Net income (gross income less expenses) | 2022-12-31 | $891,563 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,294,855 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
Assets. Value of participant loans | 2022-12-31 | $49,741 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $71,169 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $109,211 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $18,771 |
2022: ASSUREDPARTNERS PEP 2022 form 5500 responses | ||
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2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | First time form 5500 has been submitted | Yes |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 517349-01 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 515724-01 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 515761-01 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 517113-01 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 515667-01 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 517592-01 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 6 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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