Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Assurant
Assurant 401(k)
- AIZ NYSE
- Management of companies and enterprises
- Atlanta, GA
- EIN 39-1126612
- 1 plan with Schedule H financials
- Plan year 2024
- Assurant, Inc.
Administrative expenses excluding investment management, per participant · Assurant 401(k) Plan · plan year 2024
$55.20
Higher than 66% of the 1,045 plans over $1B that report it.
Source
= $829,073 / 15,020
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250630131053NAL0028836818001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630131053NAL0028836818001, received 2025-06-30
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-30.
Cost and contributions
Administrative expenses per participant
$55.20
Higher than 36% of the 1,076 plans over $1B that report it.
Source
= $829,073 / 15,020
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630131053NAL0028836818001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630131053NAL0028836818001, received 2025-06-30
Administrative expenses as a share of assets
0.038%
Higher than 41% of the 1,076 plans over $1B that report it.
Source
= $829,073 / $2,156,442,658
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630131053NAL0028836818001, received 2025-06-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250630131053NAL0028836818001, received 2025-06-30
Employer contributions per participant
$2,835
Higher than 35% of the 1,135 plans over $1B that report it.
Source
= $42,588,670 / 15,020
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630131053NAL0028836818001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630131053NAL0028836818001, received 2025-06-30
Employer share of total contributions
35.0%
Higher than 57% of the 1,135 plans over $1B that report it.
Source
= $42,588,670 / $121,820,835
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630131053NAL0028836818001, received 2025-06-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250630131053NAL0028836818001, received 2025-06-30
Plan terms, as stated in Assurant, Inc.'s SEC filings
Eligibility
“i.Employee Contributions - Eligible employees are allowed to participate in the Plan 30 days after beginning employment.”
Form 11-K filed 2026-06-24, for the year ended 2025-12-31 · plan description note, general (fallback) · source document
Automatic enrollment
“Eligible employees are automatically enrolled at a 3% pre-tax contribution rate.”
Form 11-K filed 2026-06-24, for the year ended 2025-12-31 · plan description note, general · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250630131053NAL0028836818001, received 2025-06-30
Full record, Assurant 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ASSURANT, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Plan name | ASSURANT 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Sponsor EIN / plan number | 39-1126612 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Filing received | 2025-06-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Participants, beginning of year | 15,156 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Active participants | 10,096 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Participants, end of year | 15,232 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Participants with an account balance | 15,020 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Total assets, beginning of year | $1,922,045,040 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Total assets, end of year | $2,156,442,658 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Net assets, end of year | $2,156,442,219 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Total income | $401,857,674 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Net income | $234,413,039 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Employer contributions | $42,588,670 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Participant contributions | $65,087,343 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Other contributions (incl. rollovers) | $14,144,822 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Total contributions | $121,820,835 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Benefit payments | $166,601,158 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Total expenses (incl. benefit payments) | $167,444,635 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Total administrative expenses | $829,073 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Administrative expenses excluding investment management | $829,073 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Held in common/collective trusts | $1,555,759,471 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Held in mutual funds | $519,618,516 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250630131053NAL0028836818001, received 2025-06-30 |
| Independent auditor | PRICE WATERHOUSE COOPERS, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250630131053NAL0028836818001, received 2025-06-30 |
Position = column in the DOL layout for form year 2024. Filing 20250630131053NAL0028836818001, received 2025-06-30.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 25 Trustee (directed); 37 Participant loan processing; 38 Participant communication; 52 Investment management fees paid indirectly by plan; 99 Other fees | $851,185 | yes |
| NEPC, LLC | NONE | 16 Consulting (general); 27 Investment advisory (plan) | $60,308 | no |
| ADP INC | NONE | 14 Plan administrator | $8,450 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250630131053NAL0028836818001, received 2025-06-30.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,922,045,040 | $2,156,442,658 | 12.2% |
| Participants with a balance | 14,971 | 15,020 | 0.3% |
| Administrative expenses | $785,900 | $829,073 | 5.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $41,450,877 | $42,588,670 | 2.7% |
Prior filing 20240712095855NAL0009925923001, received 2024-07-12; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ASSURANT, INC.; SEC registrant: ASSURANT, INC. (CIK 1267238, matched by EIN; display name from the Form 11-K cover).