Plan Snapshot
- Plan Sponsor: Amerisure Mutual Insurance Company
- Sponsor EIN: 380829210
- Sponsor Address: 26777 HALSTED RD LBBY, FARMINGTON HILLS, MI, 486313587
- Plan Type: DB
- Total Participants: 358
- Total Assets: $86.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 358 | $86.9M | $0 | $0 |
| 2023 | 400 | $89.7M | $0 | $0 |
| 2022 | 433 | $85.5M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEGAL & GEN COLLECTIVE INVT TR | NONE | $308,600 | — | $308,600 |
| AON CONSULTING | NONE | $121,772 | — | $121,772 |
| PLANTE MORAN PLLC | NONE | $45,365 | — | $45,365 |
| WILLIS TOWERS WATSON US LLC | NONE | $34,200 | — | $34,200 |
| PRINCIPAL CUSTODY SOLUTIONS | NONE | $23,044 | — | $23,044 |
| SILCHESTER INTERNATIONAL | NONE | $21,793 | — | $21,793 |
| CARDINAL INVESTMENT ADVISORS LLC | NONE | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — NONE
- WILLIS TOWERS WATSON US LLC — NONE
- PRINCIPAL CUSTODY SOLUTIONS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $574,774
- Estimated Expense Ratio: 0.661% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $698,397 | $350,392 | $121,772 | — | — |
| 2023 | $480,232 | $150,953 | $106,814 | $28,528 | — |
| 2022 | $564,424 | $276,448 | $92,777 | — | $77,366 |