Plan Snapshot
- Plan Sponsor: Amica Mutual Insurance Company
- Sponsor EIN: 050348344
- Sponsor Address: P.O. BOX 6008, PROVIDENCE, RI, 029406008
- Plan Type: Health & Welfare
- Plan Number: 514
- Total Participants: 0
- Total Assets: $354.0M
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 | 0 | $354.0M | $3.6M | $2.0M |
| 2023 | 2,338 | $355.8M | $2.2M | $1.6M |
| 2022 | 0 | $332.5M | $6.6M | $1.6M |
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 |
|---|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF RI | Other Service Provider | $206,094 | — | $206,094 |
| DELTA DENTAL OF RHODE ISLAND | Other Service Provider | $79,797 | — | $79,797 |
| BLACKSTONE MGMT PARTNERS L.L.C. | Other Service Provider | — | $68,775 | $68,775 |
| LAZARD ASSET MANAGEMENT LLC | Other Service Provider | $58,157 | — | $58,157 |
| GRANT THORNTON LLP | Other Service Provider | $49,000 | — | $49,000 |
| EXTEND HEALTH, LLC | Other Service Provider | $37,966 | — | $37,966 |
| FIRST EAGLE ALTERNATIVE CREDIT, LLC | Other Service Provider | — | $26,218 | $26,218 |
| ADAMS STREET CREDIT ADVISORS LP | Other Service Provider | — | $22,971 | $22,971 |
| CAREMARK | Other Service Provider | $22,601 | — | $22,601 |
| GRAYCLIFF PARTNERS LP | Other Service Provider | — | $19,796 | $19,796 |
| MELLON CAPITAL MANAGEMENT CORP | Other Service Provider | $15,238 | — | $15,238 |
| NEPC LLC | Recordkeeper | $14,094 | — | $14,094 |
| JP MORGAN ASSET MANAGEMENT, LLC | Other Service Provider | $12,875 | — | $12,875 |
| KPMG LLP | Auditor | $11,991 | — | $11,991 |
| STONEPEAK ASSOCIATES III LLC | Other Service Provider | — | $10,102 | $10,102 |
| CYPRIUM INVESTMENT PARTNERS LLC | Other Service Provider | — | $7,677 | $7,677 |
| STATE STREET CORPORATION | Other Service Provider | $7,043 | — | $7,043 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $670,395
- Estimated Expense Ratio: 0.189% 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 | $4,856,811 | $98,706 | $346,458 | $60,991 | — |
| 2023 | $2,487,247 | $15,016 | $547,714 | $42,022 | — |
| 2022 | $10,204,388 | — | — | — | — |