Plan Ledger DOL Form 5500 · updated monthly

American Institute for Chartered Property Casualty Underwriter401(k)

AMERICAN INSTITUTE FOR CPCU SAVINGS PLAN · MALVERN, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

American Institute for Chartered Property Casualty Underwriter reported $10,380 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,499 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 552nd-largest of 3,651 plans among Pennsylvania employers on file, and the 641st of 3,091 in educational services. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$81,036,386
Participants with balances337
Active participants252
Employer contributions$3,149,714
Employee contributions$2,455,558
Employer contribution per active participant$12,499
Average account balance$240,464
Benefits paid to participants$10,216,873
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$81.0M · 337 accts · $3.1M emplr
2023$74.0M · 328 accts · $2.9M emplr
2022$61.5M · 411 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,380
Total administrative$10,380
The American Institute for Chartered Property Casualty Underwriter 401(k) match · 2024
Employer contribution per active participant$12,499
Median for plans this size$3,635
2024$12,499 per active participant
2023$10,183 per active participant
2022$9,603 per active participant

American Institute for Chartered Property Casualty Underwriter's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$10,380 · 0.01%
2023$2,831 · 0.00%
2022$2,661 · 0.00%
Same employer
Similar plansEducational Services · Pennsylvania
Mercyhurst University PA$87.6M · 0.01%
Eastern University PA$86.6M · 0.01%
Fullbloom PA$85.5M · 0.64%
Grove City College PA$83.4M · 0.46%
Saint Vincent College PA$80.3M · 0.03%
Westminster College PA$78.2M · 0.02%
Shady Side Academy PA$75.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.