Plan Ledger DOL Form 5500 · updated monthly

Insurity, LLC.401(k)

INSURITY, LLC. 401(K) RETIREMENT SAVINGS PLAN · HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Insurity, LLC. reported $207,143 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $4,779 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 fell from 0.17% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 125th-largest of 1,106 plans among Connecticut employers on file, and the 998th of 11,654 in professional & technical services. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$158,076,186
Participants with balances905
Active participants642
Employer contributions$3,068,167
Employee contributions$7,714,120
Employer contribution per active participant$4,779
Average account balance$174,670
Benefits paid to participants$13,420,632
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$158.1M · 905 accts · $3.1M emplr
2023$140.5M · 939 accts · $3.0M emplr
2022$116.8M · 980 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,145
Investment management$79,998
Total administrative$207,143
The Insurity, LLC. 401(k) match · 2024
Employer contribution per active participant$4,779
Median for plans this size$3,635
2024$4,779 per active participant
2023$4,552 per active participant
2022$4,042 per active participant

Insurity, LLC.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$127,145
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$79,998
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$207,143 · 0.14%
2023$216,713 · 0.17%
2022$217,154 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Connecticut
Ipsos America, Inc CT$398.8M · 0.07%
Robinson & Cole LLP CT$294.3M · 0.07%
Shipman & Goodwin LLP CT$193.4M · 0.01%
Perkinelmer US, LLC CT$173.5M · 0.11%
Acuren Inspection, Inc. CT$148.7M · 0.21%
Sonalysts, Inc CT$145.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371651334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.