# United States Liability Insurance Company DC Plan
Source: https://planprovider.pro/companies/united-states-liability-insurance-company-plan-002

> United States Liability Insurance Company's DC plan: 1,493 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MAILLIE LLP](https://planprovider.pro/provider/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|—|—|

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