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Original filing (PDF)20250801131053NAL0007200497001
INSURITY, LLC.
Form 5500
FILING_RECEIVED
INSURITY, LLC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
642
Accounts w/ balance
905
Plan assets (EOY)
$158.1M
Net assets (EOY)
$158.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURITY, LLC..
Plan sponsor
Name
INSURITY, LLC.
EIN
37-1651334
Address
170 HUYSHOPE AVE · HARTFORD, CT · 061062817
Phone
(860) 616-7876
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISORY | $80K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
27 direct securities · 6 pooled funds· $184.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$113.1M
26 holdings
Pooled Separate Account
$48.5M
6 holdings
Mutual Funds
$22.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Investment Fund | Mutual Funds | — | — | $22.5M | 14.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $16.1M | 10.2% | |
| Vanguard Target Retirement 2040 Investment Fund | — | — | — | $15.5M | 9.8% | |
| Principal Life Insurance Company Large Cap Growth Separate Account | — | — | — | $15.1M | 9.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $15.1M | 9.6% | |
| Vanguard Target Retirement 2035 Investment Fund | — | — | — | $14.3M | 9.1% | |
| Vanguard Target Retirement 2045 Investment Fund | — | — | — | $9.9M | 6.2% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account | — | — | — | $7.5M | 4.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $7.5M | 4.8% | |
| Vanguard Target Retirement 2025 Investment Fund | — | — | — | $7.1M | 4.5% | |
| Vanguard Target Retirement 2050 Investment Fund | — | — | — | $6.3M | 4.0% | |
| Vanguard Target Retirement 2055 Investment Fund | — | — | — | $5.2M | 3.3% | |
| Group annuity contract * Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $4.8M | 3.1% | |
| Schwab Funds Schwab Fundamental International Large Company Index Fund | — | — | — | $4.2M | 2.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.9M | 2.5% | |
| Principal Life Insurance Company International Small Cap Separate Account | — | — | — | $3.3M | 2.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $3.3M | 2.1% | |
| Vanguard Target Retirement 2060 Investment Fund | — | — | — | $3.2M | 2.0% | |
| PGIM Investments, LLC PGIM Jennison Mid-Cap Growth Fund | — | — | — | $3.0M | 1.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $2.5M | 1.6% | |
| Vanguard Target Retirement 2020 Investment Fund | — | — | — | $2.1M | 1.4% | |
| JP Morgan Funds JP Morgan Government Bond Fund | — | — | — | $2.1M | 1.3% | |
| MFS Investment Management MFS Corporate Bond Fund | — | — | — | $2.0M | 1.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.9M | 1.2% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $1.4M | 0.9% | |
| Victory Capital Management Victory Sycamore East Value Fund | — | — | — | $1.3M | 0.8% | |
| Participant loans various dates, secured by participant account balances | — | — | — | $1.0M | 0.7% | |
| Vanguard Target Retirement 2065 Investment Fund | — | — | — | $720K | 0.5% | |
| Parnassus Funds Parnassus Core Equity Fund | — | — | — | $290K | 0.2% | |
| Vanguard Target Retirement 2070 Investment Fund | — | — | — | $282K | 0.2% | |
| Fidelity International Sustainability Index Fund | — | — | — | $157K | <0.1% | |
| Praxis Funds Praxis Impact Bond Fund | — | — | — | $148K | <0.1% | |
| PIMCO Funds PIMCO Foreign Bond Fund | — | — | — | $130K | <0.1% |