# United Insurance Management, Lc 401(k) Plan
Source: https://planprovider.pro/companies/united-insurance-management-lc-401k-plan

> United Insurance Management, Lc's 401(k) plan: 70 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** United Insurance Management, Lc

- **Sponsor EIN:** 593562047

- **Sponsor Address:** 800 2ND AVENUE S, ST. PETERSBURG, FL, 33701

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

- **Total Participants:** 70

- **Total Assets:** $22.2M

## 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.|

| 2023|70|$22.2M|$636,479|$1.1M|

| 2022|261|$21.6M|$1.6M|$3.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$51,354|—|$51,354|

| PRIDA, GUIDA & PEREZ, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PRIDA, GUIDA & PEREZ, P.A.](https://planprovider.pro/provider/prida-guida-and-perez-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,354

- **Estimated Expense Ratio:** 0.231% 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|

| 2023|$25,677|—|—|—|—|

| 2022|$43,397|—|—|—|—|

## Similar Plans

- [Skyway Underwriters, LLC](https://planprovider.pro/companies/skyway-underwriters-llc-401k-plan) — 79 participants

- [Fbmc Benefits Management, INC.](https://planprovider.pro/companies/fbmc-benefits-management-inc-plan-001) — 84 participants

- [Bruce Gendelman Co., INC.](https://planprovider.pro/companies/bruce-gendelman-co-inc-401k-plan) — 53 participants

- [Florida Family Insurance Services, LLC](https://planprovider.pro/companies/florida-family-insurance-services-llc-401k-plan) — 92 participants

- [Ted Todd Insurance Agency, INC.](https://planprovider.pro/companies/ted-todd-insurance-agency-inc-401k-plan) — 39 participants

- [Cecil W Powell And Company](https://planprovider.pro/companies/cecil-w-powell-and-company-plan-002) — 35 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-insurance-management-lc-401k-plan)

© 2026 PlanProvider.Pro