# Axcelus Financial Life Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/lombard-international-401k-plan

> Axcelus Financial Life Insurance Company's 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axcelus Financial Life Insurance Company

- **Sponsor EIN:** 520795747

- **Sponsor Address:** 1650 MARKET STREET, 8TH FLOOR, PHILADELPHIA, PA, 19103

- **Plan Type:** 401(k)

- **Total Participants:** 98

- **Total Assets:** $28.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|98|$28.2M|$734,132|$1.3M|

| 2023|101|$25.9M|$742,317|$1.3M|

| 2022|101|$21.1M|$704,756|$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|

| ERNST & YOUNG LLP|Auditor|$30,000|—|$30,000|

### Verified Provider Profiles

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

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,000

- **Estimated Expense Ratio:** 0.106% 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|$28,330|$4,263|—|$30,000|—|

| 2023|-$1,259|$4,762|—|—|—|

| 2022|-$2,448|$2,885|—|—|—|

## Similar Plans

- [Elmc Risk Solutions, LLC](https://planprovider.pro/companies/elmc-risk-solutions-llc-401k-plan) — 103 participants

- [Chubb Ina Holdings INC. Formerly Ace - Puerto Rico](https://planprovider.pro/companies/chubb-ina-holdings-inc-formerly-ace-puerto-rico-plan) — 103 participants

- [Pennsylvania Compensation Rating Bureau](https://planprovider.pro/companies/pennsylvania-compensation-rating-bureau-plan-002) — 112 participants

- [Andesa Services, INC.](https://planprovider.pro/companies/andesa-services-inc-plan-003) — 126 participants

- [Andesa Services, INC.](https://planprovider.pro/companies/andesa-services-401k-plan) — 139 participants

- [Pennsylvania Compensation Rating Bureau](https://planprovider.pro/companies/pennsylvania-compensation-rating-bureau-plan-001) — 46 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lombard-international-401k-plan)

© 2026 PlanProvider.Pro