Plan Snapshot
- Plan Sponsor: Assurant, INC.
- Sponsor EIN: 391126612
- Sponsor Address: P. O. BOX 16368, ATLANTA, GA, 30321
- Plan Type: DB
- Total Participants: 2,811
- Total Assets: $675.6M
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 | 2,811 | $675.6M | $0 | $0 |
| 2023 | 3,426 | $710.3M | $0 | $0 |
| 2022 | 3,785 | $725.2M | $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 |
|---|---|---|---|---|
| MERCER | Actuary | $833,378 | — | $833,378 |
| MAGNITUDE CAPITAL, LLC | Investment Advisor | $791,690 | — | $791,690 |
| PACIFIC INVESTMENT MNGMT CO LLC | Investment Advisor | $662,680 | — | $662,680 |
| JPMORGAN CHASE BANK | Investment Advisor | $621,445 | — | $621,445 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $137,443 | — | $137,443 |
| TELUS HEALTH (US) LTD. | Other Service Provider | $107,067 | — | $107,067 |
| NEPC, LLC | Investment Advisor | $105,846 | — | $105,846 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK — Investment Advisor
- NEPC, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,259,549
- Estimated Expense Ratio: 0.482% 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 | $4,257,187 | $2,114,054 | — | — | — |
| 2023 | $3,904,336 | $2,436,814 | — | — | — |
| 2022 | $4,079,356 | $2,636,276 | — | — | — |