Plan Snapshot
- Plan Sponsor: First Insurance Group LLC
- Sponsor EIN: 710974968
- Sponsor Address: 14010 FNB PARKWAY, OMAHA, NE, 68154
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $29.4M | $436,082 | $1.4M |
| 2023 | 147 | $26.1M | $449,907 | $1.5M |
| 2022 | 157 | $22.5M | $400,016 | $1.3M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,183 | $41,472 | $19,711 | — | — |
| 2023 | $56,897 | $36,357 | $20,540 | — | — |
| 2022 | $51,487 | $33,187 | $18,300 | — | — |