Original filing (PDF)20250605111612NAL0032327810001

USA UNDERWRITERS

Name: USA UNDERWRITERS — USA UNDERWRITERS 401K PLAN, Form 5500 (2024)
Creator: USA UNDERWRITERS

Form 5500-SF

FILING_RECEIVED

USA UNDERWRITERS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USA UNDERWRITERS.

Plan sponsor

Name

USA UNDERWRITERS

EIN

38-1659168

Address

400 HAMILTON ROW · SUITE 300 · BIRMINGHAM, MI · 48009

Phone

(248) 268-8228

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FRIDRICH & CLARK REALTY, LLC

FRIDRICH & CLARK REALTY, LLC 401(K) PROFIT SHARING PLAN

$3.5M · 7 participants

PACIFIC INDEMNITY INSURANCE COMPANY

PACIFIC INDEMNITY INSURANCE COMPANY 401(K) SALARY REDUCTION PLAN AND TRUST

$3.6M · 34 participants

AEGIS SECURITY INSURANCE COMPANY

AEGIS SECURITY INSURANCE COMPANY 401(K) PLAN

$3.5M · 23 participants

FARMERS MUTUAL FIRE INSURANCE COMPANY OF OKARCHE, OKLAHOMA

FARMERS MUTUAL FIRE INSURANCE COMPANY PROFIT SHARING PLAN

$3.6M · 14 participants