# Association Of Community Service Agents, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/association-of-community-service-agents-inc-237300650-501

> Association Of Community Service Agents, INC.'s Health & Welfare plan: 54,087 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Association Of Community Service Agents, INC.

- **Sponsor EIN:** 237300650

- **Sponsor Address:** 10 RESEARCH PARKWAY SUITE 200, WALLINGFORD, CT, 06492

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 54,087

- **Total Assets:** $6.7M

## 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|54,087|$6.7M|$365.1M|$0|

| 2023|54,144|$6.0M|$354.7M|$0|

| 2022|53,349|$5.8M|$331.2M|$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|

| PROFESSIONAL PENSIONS INC.|Recordkeeper|$818,639|—|$818,639|

| USI INSURANCE SERVICES, LLC|Other Service Provider|$86,112|—|$86,112|

| GALLAGHER BENEFIT SERVICES|Investment Advisor|$68,859|—|$68,859|

| MDG BENEFIT SOLUTIONS (GUILFORD,CT)|Other Service Provider|$65,801|—|$65,801|

| WILLIS OF CT|Other Service Provider|$54,061|—|$54,061|

| BEERS,HAMERMAN,COHEN & BURGER,P.C.|Auditor|$51,765|—|$51,765|

| HUB INTL NORTHEAST, LTD|Other Service Provider|$40,950|—|$40,950|

| EXUDE BENEFITS GROUP. LLC|Other Service Provider|$39,606|—|$39,606|

| MARSH & MCLENNAN AGENCY LLC|Investment Advisor|$37,344|—|$37,344|

| EDGEWOOD PARTNERS INSURANCE|Recordkeeper|$35,745|—|$35,745|

| NFP CORPORATE SERVICES|Other Service Provider|$35,381|—|$35,381|

| BENEFITS CONSULTING GROUP|Other Service Provider|$34,757|—|$34,757|

| TIAGO GUAMARAES|Other Service Provider|$29,018|—|$29,018|

| CORPORATE SYNERGIES GROUP, LLC|Other Service Provider|$28,090|—|$28,090|

| PRINCIPAL TRUST COMPANY|Custodian / Trustee|$26,872|—|$26,872|

| PCF INSURANCE SERVICES|Other Service Provider|$23,182|—|$23,182|

| CBIZ BENEFITS & INSURANCE SERVICES|Other Service Provider|$22,606|—|$22,606|

| MERCER HEALTH & BENEFITS LLC|Other Service Provider|$22,450|—|$22,450|

| MDG ASSOCIATES OF CT. LLC|Other Service Provider|$19,601|—|$19,601|

| GRINSPEC OF NJ DBA CENTRIC BENEFITS|Other Service Provider|$19,291|—|$19,291|

| MV FINANCIAL GROUP|Other Service Provider|$14,067|—|$14,067|

| FRANK J DELEO JR.|Other Service Provider|$13,334|—|$13,334|

| NESSO BENEFITS LLC|Other Service Provider|$12,663|—|$12,663|

| AMANDA VAN MARTIN|Other Service Provider|$12,423|—|$12,423|

| MARSHALL & STERLING INC|Other Service Provider|$12,327|—|$12,327|

| MERIDIAN RISK MANAGEMENT|Other Service Provider|$12,247|—|$12,247|

| SMITH BROTHERS INSURANCE|Other Service Provider|$12,200|—|$12,200|

| FRENKEL BENEITS, LLC|Other Service Provider|$11,943|—|$11,943|

| ONEGROUP NY, INC|Other Service Provider|$11,833|—|$11,833|

| BROWN & BROWN OF CT|Other Service Provider|$11,449|—|$11,449|

| YORK INTERNATIONAL AGENCY|Other Service Provider|$11,412|—|$11,412|

| RSC INSURANCE BROKERAGE|Other Service Provider|$9,901|—|$9,901|

| THE MELTZER GROUP INC.|Other Service Provider|$8,739|—|$8,739|

| BLUEPRINT BENEFIT ADVISORS|Other Service Provider|$8,652|—|$8,652|

| STERLING & STERLING INC|Other Service Provider|$8,491|—|$8,491|

| JANICE SMITH|Other Service Provider|$8,291|—|$8,291|

| ACRISURE LLC DBA THE TARPEY GROUP|Other Service Provider|$7,876|—|$7,876|

| BROWN & BROWN OF GARDEN CITY|Other Service Provider|$7,630|—|$7,630|

| PIERSON & SMITH, DIVISION OF FIRST|Other Service Provider|$7,047|—|$7,047|

| THE JONES GROUP|Other Service Provider|$6,205|—|$6,205|

| WILLIS OF NEW JERSEY|Other Service Provider|$6,199|—|$6,199|

| CESAR SORTO|Other Service Provider|$6,188|—|$6,188|

| ALAN SHEKETOFF|Other Service Provider|$5,736|—|$5,736|

| DIGITAL INSURANCE INC.|Other Service Provider|$5,683|—|$5,683|

| HILB GROUP OF NEW ENGLAND|Other Service Provider|$5,392|—|$5,392|

| HP PLANNING LLC|Other Service Provider|$5,179|—|$5,179|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER BENEFIT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [EDGEWOOD PARTNERS INSURANCE](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — Custodian / Trustee

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,803,237

- **Estimated Expense Ratio:** 26.820% 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|$903,780|$35,156|$816,859|$51,765|—|

| 2023|$1,252,211|—|$1,185,275|—|—|

| 2022|$1,566,322|—|$1,459,837|—|$65,678|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/association-of-community-service-agents-inc-237300650-501)

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