Employers › Assurity Life Insurance
Recordkeeping fees per participant · Assurity Life Insurance Company 401(k) Plan · plan year 2024
$26.57
Higher than 22% of the 5,847 plans $50 to 250M that report it.
= $14,878 / 560
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731172846NAL0002771203001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731172846NAL0002771203001, received 2025-07-31
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-07-31.
Administrative expenses excluding investment management, per participant
$228.71
Higher than 89% of the 8,758 plans $50 to 250M that report it.
= $128,080 / 560
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731172846NAL0002771203001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731172846NAL0002771203001, received 2025-07-31
Administrative expenses per participant
$228.71
Higher than 76% of the 9,042 plans $50 to 250M that report it.
= $128,080 / 560
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731172846NAL0002771203001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731172846NAL0002771203001, received 2025-07-31
Administrative expenses as a share of assets
0.120%
Higher than 44% of the 9,049 plans $50 to 250M that report it.
= $128,080 / $106,982,818
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731172846NAL0002771203001, received 2025-07-31
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731172846NAL0002771203001, received 2025-07-31
Employer contributions per participant
$5,197
Higher than 78% of the 9,105 plans $50 to 250M that report it.
= $2,910,506 / 560
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731172846NAL0002771203001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731172846NAL0002771203001, received 2025-07-31
Employer share of total contributions
47.1%
Higher than 87% of the 9,112 plans $50 to 250M that report it.
= $2,910,506 / $6,176,825
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731172846NAL0002771203001, received 2025-07-31
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731172846NAL0002771203001, received 2025-07-31
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250731172846NAL0002771203001, received 2025-07-31
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ASSURITY LIFE INSURANCE COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Plan name | ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Sponsor EIN / plan number | 38-1843471 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Sponsor location | LINCOLN, NE | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Industry (business code) | 524140, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Filing received | 2025-07-31 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Participants, beginning of year | 535 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Active participants | 389 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Participants, end of year | 560 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Participants with an account balance | 560 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Total assets, beginning of year | $97,344,048 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Total assets, end of year | $106,982,818 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Net assets, end of year | $106,982,818 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Total income | $18,229,366 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Net income | $9,638,770 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Employer contributions | $2,910,506 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Participant contributions | $2,935,377 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Other contributions (incl. rollovers) | $330,942 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Total contributions | $6,176,825 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Benefit payments | $8,462,516 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Total expenses (incl. benefit payments) | $8,590,596 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Total administrative expenses | $128,080 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Contract administrator fees | $113,202 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Recordkeeping fees | $14,878 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Administrative expenses excluding investment management | $128,080 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Held in mutual funds | $83,376,868 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250731172846NAL0002771203001, received 2025-07-31 |
| Independent auditor | GRAFTON & ASSOCIATES | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250731172846NAL0002771203001, received 2025-07-31 |
Position = column in the DOL layout for form year 2024. Filing 20250731172846NAL0002771203001, received 2025-07-31.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP.recordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 28 Investment management | $128,016 | 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 20250731172846NAL0002771203001, received 2025-07-31.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $97,344,048 | $106,982,818 | 9.9% |
| Participants with a balance | 533 | 560 | 5.1% |
| Administrative expenses | $129,788 | $128,080 | -1.3% |
| Recordkeeping fees per participant | $19.18 | $26.57 | 38.5% |
| Employer contributions | $2,717,709 | $2,910,506 | 7.1% |
Prior filing 20240731111255NAL0014261475001, received 2024-07-31; the plan years are contiguous.
Sponsor name as filed: ASSURITY LIFE INSURANCE COMPANY; SEC registrant: Assurity Life Insurance CO (CIK 1437722, matched by EIN).