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Sponsor portfolioTH

AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

EIN 38-0829210-insurance-Latest filing 2025
Plans
5
Retirement
2
$339.7M assets
Welfare
3
$2.6M premiums
Participants
3,117
26777 HALSTED RD LBBY - FARMINGTON HILLS, MI 483313587248-615-9000LinkedIn51-200 employeesinsurance
Plans on this EIN
5 filings
#011401k-$252.9M - 972 part#010CashBalance-$86.8M - 1,101 part#501Mixed-$2.2M - 745 lives#506Fully Insured-$411K - 223 lives#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $339.7M assets / 2,073 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • COMPANY 401K Savings (#011)74%
  • CASH BALANCE PENSION (#010)26%
Total $339.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • THE VANGUARD GROUP, INC.74%
  • (Not disclosed)26%
Total $339.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#010)1,101
  • COMPANY 401K Savings (#011)972
Total 2,073Click row to drill in

Benefits portfolio analytics

3 plans / $2.6M premiums / 968 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Other$1.1M
  • Stop-loss$1.0M
  • Long-term disability$1.0M
  • Vision$90K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA41%
  • COMMUNITY INSURANCE COMPANY40%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $173K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN

401k

Assets$252.9M
Participants972
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

AMERISURE MUTUAL INSURANCE COMPANY CASH BALANCE PENSION PLAN

CashBalance

Assets$86.8M
Participants1,101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERISURE MUTUAL INSURANCE COMPANY FLEXIBLE BENEFITS PROGRAM

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$2.2M
Covered lives745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

AMERISURE MUTUAL INSURANCE COMPANY GRANDFATHERED LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$411K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

AMERISURE MUTUAL INSURANCE COMPANY RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
011AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN401k$252.9M9722025
010AMERISURE MUTUAL INSURANCE COMPANY CASH BALANCE PENSION PLANCashBalance$86.8M1,1012025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERISURE MUTUAL INSURANCE COMPANY FLEXIBLE BENEFITS PROGRAMMixedCOMMUNITY INSURANCE COMPANY$2.2M7452024
506AMERISURE MUTUAL INSURANCE COMPANY GRANDFATHERED LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$411K2232024
505AMERISURE MUTUAL INSURANCE COMPANY RETIREE HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002024
Retirement plans
Welfare plans
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