Department of Labor filing

AEGIS INSURANCE SERVICES, INC.

AEGIS 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 20, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

98filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$22,789

Reported employer contributions per active participant.

Higher than about 99% of comparable plans

#People in the filing

306

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$11 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 93% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202498out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions99th percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense93rd percentileTypical peer $164 · based on 494 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, AEGIS INSURANCE SERVICES, INC. reported $6,973,287 in employer contributions across the plan and 306 active participants. That works out to $22,789 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy79%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 19.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 93.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context98/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $6,973,287
Participant contributions: $4,955,011
Other contributions: $1,417,886
Employer share of reported contributions: 58.5%
Beginning assets: $177,775,958
Ending assets: $207,773,424
Ending net assets: $207,773,424
Ending liabilities: $0
Total income: $38,282,500
Total expenses: $8,285,034
Administrative expenses: $4,361
Participant loans: $719,377

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$19,122

2023

$19,587

2024

$22,789

Plan-paid administrative expenses per participant

2022

$172

2023

2024

$11

Active participants

2022

272

2023

291

2024

306

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$22,789	306	207.8M	20251020152146NAL0000461873001
2023	$19,587	291	177.8M	20241015082744NAL0015985635001
2022	$19,122	272	141.9M	20231012143955NAL0064197522001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 222466904-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 15, 1983
Industry: Finance and insurance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251020152146NAL0000461873001

Data sourceDOL Form 5500 bulk data ↗

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