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: $80.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | $80.7M | $0 | $6.9M |
| 2023 | 1,428 | $68.1M | $0 | $6.1M |
| 2022 | 1,177 | $53.8M | $0 | $5.4M |
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 CO | ADVISOR | $105,042 | — | $105,042 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $100,150 | — | $100,150 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,201 | — | $19,201 |
| MAILLIE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MAILLIE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $224,393
- Estimated Expense Ratio: 0.278% 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 | $224,393 | $124,243 | — | — | — |
| 2023 | $173,825 | $97,238 | — | — | — |
| 2022 | $165,656 | $92,159 | $73,497 | — | — |