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Original filing (PDF)20250903135940NAL0026023536001
ASSUREDPARTNERS, INC.
Form 5500
FILING_RECEIVED
ASSUREDPARTNERS WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed6 service providers
Active participants
9,685
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSUREDPARTNERS, INC..
Plan sponsor
Name
ASSUREDPARTNERS, INC.
EIN
27-5176829
Address
450 S ORANGE AVENUE · 4TH FLOOR · ORLANDO, FL · 32801
Phone
(407) 708-0035
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC | 30-0837157 | — | MEDICAL BROKER | $282K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC | 39-1995276 | — | CLAIMS PROCESSOR | $4.3M | — |
| GENOMIC LIFE | 82-1425278 | — | CANCER GAURDIAN | $247K | — |
| SONTIQ, INC. | 26-4822613 | — | IDENTITY THEFT PROTECTION | $211K | — |
| UNITED OF OMAHA LIFE INSURANCE CO | 47-0322111 | — | STD ADMINISTRATION | $199K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | RX ADMIN | $156K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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