# Amica Mutual Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/amica-mutual-insurance-company-050348344-514

> Amica Mutual Insurance Company's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [NEPC LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## 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|—|—|—|—|

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