# Universal Insurance Managers, INC DC Plan
Source: https://planprovider.pro/companies/universal-insurance-managers-inc-plan-001

> Universal Insurance Managers, INC's DC plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Insurance Managers, INC

- **Sponsor EIN:** 421610421

- **Sponsor Address:** 101 ARTHUR ANDERSON PARKWAY, SARASOTA, FL, 34232

- **Plan Type:** DC

- **Total Participants:** 195

- **Total Assets:** $16.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|195|$16.4M|$269,609|$814,149|

| 2023|207|$16.4M|$287,577|$962,757|

| 2022|182|$14.1M|$279,836|$919,428|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$36,452|—|$36,452|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MANAGEMENT|$23,472|—|$23,472|

| CETERA ADVISOR NETWORKS, LLC|BROKER / ADVISER|—|$14,846|$14,846|

| PENSION PLUS, INC|CONTRACT ADMIN|—|$10,000|$10,000|

| RSM PUERTO RICO|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,770

- **Estimated Expense Ratio:** 0.518% 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|$57,786|—|—|—|—|

| 2023|$60,706|—|—|—|—|

| 2022|$66,887|—|—|—|—|

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