# Assuredpartners, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/assuredpartners-inc-275176829-501

> Assuredpartners, INC.'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:** 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|—|—|—|—|—|

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