How big is Universal Surety Company's plan?

Universal Surety Company's plan reported $5.9M in assets and 7 participants for 2024.

Original filing (PDF)20250617142435NAL0002981312001

Universal Surety Company

Name: Universal Surety Company — Universal Surety Company, Form 5500 (2024)
Creator: Universal Surety Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal Surety Company 401(k) Profit Sharing Plan

401(k) retirement plan · Universal Surety Company's Universal Surety Company 401(k) Profit Sharing Plan held $5.9M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Carol Clark signed Universal Surety Company's 2024 Form 5500 as plan administrator.

Carol Clark — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Universal Surety Company's EIN is 47-0363416.

EIN 47-0363416

Plan number 001

Plan year 2024

ACK ID 20250617142435NAL0002981312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Universal Surety Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Surety Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSAL SURETY COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score