Retirement plan

ALABAMA SELF INSURED WORKERS COMPENSATION FUND EMPLOYEES RETIREMENT PLAN

Name: ALABAMA SELF INSURED WORKERS COMPENSATION FUND - ALABAMA SELF INSURED WORKERS COMPENSATION FUND EMPLOYEES RETIREMENT PLAN (2025) Form 5500
Creator: ALABAMA SELF INSURED WORKERS COMPENSATION FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALABAMA SELF INSURED WORKERS COMPENSATION FUND EMPLOYEES RETIREMENT PLAN, ALABAMA SELF INSURED WORKERS COMPENSATION FUND

ALABAMA SELF INSURED WORKERS COMPENSATION FUNDEIN 63-0773197Plan #001PY 2025

2204 LAKESHORE PKWY, STE 206 - BIRMINGHAM, AL 35259205-868-6900LinkedIn11-50 employeesinsurance

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.5M

+17.6% from 2024

Total participants

0.0% from 2024

Average account balance

$324,867

+17.6% from 2024

Annual return

13.96%

+4.49 pp from 2024

Benchmarks

See 17,871 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort17,871 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$325K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.96%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$632

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$11K

$976 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.194%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$324,867

$223,823+45.1%

$211,142+53.9%

$154,746+109.9%

Participation rate

100.0%

87.9%+12.1pp

87.3%+12.7pp

80.7%+19.3pp

Annual return

13.96%

50.39%-36.4pp

46.84%-32.9pp

172.34%-158.4pp

Employer contribution / active EE

$6,844

$6,787+0.8%

$6,442+6.2%

$4,379+56.3%

Participant deferral / active EE

$8,727

$9,750-10.5%

$9,284-6.0%

$6,730+29.7%

Admin fee / account holder

$632

$19,707-96.8%

$19,076-96.7%

$14,365-95.6%

ALABAMA SELF INSURED WORKERS COMPENSATION FUND EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALABAMA SELF INSURED WORKERS COMPENSATION FUND EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion