Plan Ledger DOL Form 5500 · updated monthly

United States Liability Insurance CompanyProfit-sharing plan

UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN · WAYNE, PA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

United States Liability Insurance Company reported $384,583 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $14,127 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 3 years on file its reported administrative ratio has held roughly steady near 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 222nd-largest of 3,651 plans among Pennsylvania employers on file, and the 466th of 4,798 in finance & insurance. active participation has grown from 1,322 to 1,493 since 2022.

Plan summary
Net assets, end of year$278,568,527
Participants with balances2,258
Active participants1,493
Employer contributions$21,091,021
Employee contributions—
Employer contribution per active participant$14,127
Average account balance$123,370
Benefits paid to participants$9,626,647
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$278.6M · 2,258 accts · $21.1M emplr
2023$242.5M · 2,139 accts · $19.1M emplr
2022$207.3M · 1,982 accts · $17.3M emplr
Administrative expenses, itemized · 2024
Investment management$384,583
Total administrative$384,583
Employer contributions to the United States Liability Insurance Company plan · 2024
Employer contribution per active participant$14,127
Median for plans this size$4,294
2024$14,127 per active participant
2023$13,367 per active participant
2022$13,054 per active participant

United States Liability Insurance Company's 2024 employer contribution ran above the $4,294 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.

Service providers · 20241
THE HAVERFORD TRUST COMPANY · Custodial (securities) · Investment advisory (plan)$384,583

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$384,583 · 0.15%
2023$321,169 · 0.14%
2022$305,778 · 0.14%
All plans at this employer2
UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLANProfit-sharing plan
UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PLAN401(k)
Same employer
Similar plansFinance & Insurance · Pennsylvania
Radian Group, Inc. PA$333.1M · 0.02%
Northwest Bank PA$259.4M · 0.10%
Chatham Financial PA$234.3M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231383313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.