Plan Snapshot
- Plan Sponsor: Assuredpartners, INC.
- Sponsor EIN: 275176829
- Sponsor Address: 450 S ORANGE AVENUE, ORLANDO, FL, 32801
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 9,685 | $0 | $0 | $0 |
| 2023 | 9,139 | $0 | $0 | $0 |
| 2022 | 8,360 | $0 | $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 |
|---|---|---|---|---|
| UMR, INC | Other Service Provider | $4,342,793 | $121,017 | $4,463,810 |
| AP BENEFIT ADVISORS, LLC | Investment Advisor | $282,446 | — | $282,446 |
| GENOMIC LIFE | Other Service Provider | $247,444 | — | $247,444 |
| SONTIQ, INC. | Other Service Provider | $211,057 | — | $211,057 |
| UNITED OF OMAHA LIFE INSURANCE CO | Recordkeeper | $198,590 | — | $198,590 |
| EXPRESS SCRIPTS | Other Service Provider | $156,392 | — | $156,392 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,559,739
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |