Plan Snapshot
- Plan Sponsor: United States Liability Insurance Company
- Sponsor EIN: 231383313
- Sponsor Address: 1190 DEVON PARK DRIVE, WAYNE, PA, 19087
- Plan Type: DC
- Total Participants: 1,493
- Total Assets: $278.6M
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. |
|---|---|---|---|---|
| 2024 | 1,493 | $278.6M | $21.1M | $0 |
| 2023 | 1,428 | $242.5M | $19.1M | $0 |
| 2022 | 1,322 | $207.8M | $17.3M | $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 |
|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY | ADVISOR | $384,583 | — | $384,583 |
| MAILLIE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAILLIE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $384,583
- Estimated Expense Ratio: 0.138% 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 | $384,583 | $384,583 | — | — | — |
| 2023 | $321,169 | $321,169 | — | — | — |
| 2022 | $305,778 | $305,778 | — | — | — |