Department of Labor filing

ASSURITY LIFE INSURANCE COMPANY

ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 31, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

70filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$7,482

Reported employer contributions per active participant.

Higher than about 86% of comparable plans

#People in the filing

389

Active participants reported for 2024.

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

¢Visible plan-paid fees

$239 / participant

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

Lower cost than about 33% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.9%, 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 · 202470out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions86th percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense33rd 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, ASSURITY LIFE INSURANCE COMPANY reported $2,910,506 in employer contributions across the plan and 389 active participants. That works out to $7,482 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 proxy69%

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 trendDown 2.1%

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

Expense trendUp 1.4%

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

Peer context70/100

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: $2,910,506
Participant contributions: $2,935,377
Other contributions: $330,942
Employer share of reported contributions: 49.8%
Beginning assets: $97,344,048
Ending assets: $106,982,818
Ending net assets: $106,982,818
Ending liabilities: $0
Total income: $18,229,366
Total expenses: $8,590,596
Administrative expenses: $128,080
Participant loans: $1,063,414

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

$7,640

2023

$6,933

2024

$7,482

Plan-paid administrative expenses per participant

2022

$236

2023

$231

2024

$239

Active participants

2022

381

2023

392

2024

389

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,482	389	107M	20250731172846NAL0002771203001
2023	$6,933	392	97.3M	20240731111255NAL0014261475001
2022	$7,640	381	86.2M	20231013135540NAL0022851139001

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: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 381843471-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1987
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20250731172846NAL0002771203001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗