401k Plan data: ACRISURE 401(K) SAVINGS PLAN plan

ACRISURE 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	ACRISURE 401(K) SAVINGS PLAN
Plan identification number	025

ACRISURE 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

ACRISURE, LLC has sponsored the creation of one or more 401k plans.

Company Name: ACRISURE, LLC

Employer identification number (EIN): 263554645

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about ACRISURE, LLC

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 2008-10-17

Company Identification Number: E14188

Legal Registered Office Address: 601 ABBOT ROAD EAST LANSING

United States of America (USA)
48823

More information about ACRISURE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACRISURE 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
025 2021-01-01
025 2020-01-01
025 2019-01-01
025 2018-01-01
025 2017-01-01 JOHN GLADHILL
025 2016-01-01 LISA LETARTE

Plan Statistics for ACRISURE 401(K) SAVINGS PLAN

401k plan membership statisitcs for ACRISURE 401(K) SAVINGS PLAN

Measure Date Value
2021: ACRISURE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6,897
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6,824
Number of other retired or separated participants entitled to future benefits 2021-01-01 946
Total of all active and inactive participants 2021-01-01 7,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7,770
Number of participants with account balances 2021-01-01 6,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 59
2020: ACRISURE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6,092
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5,867
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 754
Total of all active and inactive participants 2020-01-01 6,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6,621
Number of participants with account balances 2020-01-01 5,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 59
2019: ACRISURE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4,435
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4,998
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 673
Total of all active and inactive participants 2019-01-01 5,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 5,676
Number of participants with account balances 2019-01-01 4,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 64
2018: ACRISURE 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,730
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3,889
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 287
Total of all active and inactive participants 2018-01-01 4,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 7
Total participants 2018-01-01 4,184
Number of participants with account balances 2018-01-01 3,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 35
2017: ACRISURE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,311
Number of retired or separated participants receiving benefits 2017-01-01 13
Number of other retired or separated participants entitled to future benefits 2017-01-01 181
Total of all active and inactive participants 2017-01-01 2,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2,505
Number of participants with account balances 2017-01-01 2,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 23
2016: ACRISURE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 907
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 944
Number of retired or separated participants receiving benefits 2016-01-01 8
Number of other retired or separated participants entitled to future benefits 2016-01-01 54
Total of all active and inactive participants 2016-01-01 1,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,006
Number of participants with account balances 2016-01-01 616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8

Measure	Date	Value
2021: ACRISURE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6,897
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6,824
Number of other retired or separated participants entitled to future benefits	2021-01-01	946
Total of all active and inactive participants	2021-01-01	7,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7,770
Number of participants with account balances	2021-01-01	6,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	59
2020: ACRISURE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6,092
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5,867
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	754
Total of all active and inactive participants	2020-01-01	6,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6,621
Number of participants with account balances	2020-01-01	5,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	59
2019: ACRISURE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4,435
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4,998
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	673
Total of all active and inactive participants	2019-01-01	5,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	5,676
Number of participants with account balances	2019-01-01	4,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	64
2018: ACRISURE 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,730
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3,889
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	287
Total of all active and inactive participants	2018-01-01	4,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	7
Total participants	2018-01-01	4,184
Number of participants with account balances	2018-01-01	3,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	35
2017: ACRISURE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,311
Number of retired or separated participants receiving benefits	2017-01-01	13
Number of other retired or separated participants entitled to future benefits	2017-01-01	181
Total of all active and inactive participants	2017-01-01	2,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2,505
Number of participants with account balances	2017-01-01	2,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	23
2016: ACRISURE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	907
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	944
Number of retired or separated participants receiving benefits	2016-01-01	8
Number of other retired or separated participants entitled to future benefits	2016-01-01	54
Total of all active and inactive participants	2016-01-01	1,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,006
Number of participants with account balances	2016-01-01	616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8

Financial Data on ACRISURE 401(K) SAVINGS PLAN

Measure	Date	Value
2021 : ACRISURE 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$70,141,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,823,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$683,732
Total income from all sources (including contributions)	2021-12-31	$142,859,784
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$51,711,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$50,929,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$63,563,154
Value of total assets at end of year	2021-12-31	$650,277,933
Value of total assets at beginning of year	2021-12-31	$483,848,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$781,449
Total interest from all sources	2021-12-31	$330,355
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$27,057,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$27,057,764
Administrative expenses professional fees incurred	2021-12-31	$781,449
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$39,854,571
Participant contributions at end of year	2021-12-31	$6,781,350
Participant contributions at beginning of year	2021-12-31	$6,381,751
Participant contributions at end of year	2021-12-31	$1,246,558
Participant contributions at beginning of year	2021-12-31	$991,460
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$8,661,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$5,823,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$683,732
Total non interest bearing cash at end of year	2021-12-31	$6,026,038
Total non interest bearing cash at beginning of year	2021-12-31	$745,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$91,148,736
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$644,454,912
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$483,165,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$622,789,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$460,804,685
Interest on participant loans	2021-12-31	$330,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$12,183,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$14,921,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$14,921,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$51,908,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$15,047,486
Employer contributions (assets) at end of year	2021-12-31	$1,250,422
Employer contributions (assets) at beginning of year	2021-12-31	$4,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$50,929,599
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : ACRISURE 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$62,168,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$683,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$141,026
Total income from all sources (including contributions)	2020-12-31	$108,869,505
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$31,492,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$29,815,092
Expenses. Certain deemed distributions of participant loans	2020-12-31	$444,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$51,226,473
Value of total assets at end of year	2020-12-31	$483,848,900
Value of total assets at beginning of year	2020-12-31	$343,760,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,232,842
Total interest from all sources	2020-12-31	$383,915
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$9,965,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$9,965,353
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$32,609,314
Participant contributions at end of year	2020-12-31	$6,381,751
Participant contributions at beginning of year	2020-12-31	$5,710,437
Participant contributions at end of year	2020-12-31	$991,460
Participant contributions at beginning of year	2020-12-31	$494,059
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,165,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$683,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$141,026
Other income not declared elsewhere	2020-12-31	$50,776
Administrative expenses (other) incurred	2020-12-31	$669,899
Total non interest bearing cash at end of year	2020-12-31	$745,450
Total non interest bearing cash at beginning of year	2020-12-31	$152,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$77,377,271
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$483,165,168
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$343,619,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$562,943
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$460,804,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$329,958,604
Interest on participant loans	2020-12-31	$337,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$14,921,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$6,488,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$6,488,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$46,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$47,242,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$5,451,536
Employer contributions (assets) at end of year	2020-12-31	$4,071
Employer contributions (assets) at beginning of year	2020-12-31	$956,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$29,815,092
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : ACRISURE 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$38,777,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$141,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$623,918
Total income from all sources (including contributions)	2019-12-31	$107,702,787
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$19,371,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$18,330,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$53,031,693
Value of total assets at end of year	2019-12-31	$343,760,648
Value of total assets at beginning of year	2019-12-31	$217,134,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,040,932
Total interest from all sources	2019-12-31	$426,762
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$8,276,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$8,276,579
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$26,626,668
Participant contributions at end of year	2019-12-31	$5,710,437
Participant contributions at beginning of year	2019-12-31	$4,049,910
Participant contributions at end of year	2019-12-31	$494,059
Participant contributions at beginning of year	2019-12-31	$407,941
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$15,886,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$141,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$623,918
Other income not declared elsewhere	2019-12-31	$47,390
Administrative expenses (other) incurred	2019-12-31	$451,923
Total non interest bearing cash at end of year	2019-12-31	$152,227
Total non interest bearing cash at beginning of year	2019-12-31	$740,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$88,331,345
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$343,619,622
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$216,510,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$589,009
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$329,958,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$205,762,612
Interest on participant loans	2019-12-31	$281,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$6,488,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$5,288,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$5,288,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$145,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$45,920,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$10,518,890
Employer contributions (assets) at end of year	2019-12-31	$956,560
Employer contributions (assets) at beginning of year	2019-12-31	$884,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$18,330,510
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : ACRISURE 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$43,900,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$623,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$55,715
Total income from all sources (including contributions)	2018-12-31	$34,382,133
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$19,345,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$18,281,673
Expenses. Certain deemed distributions of participant loans	2018-12-31	$205,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$51,017,902
Value of total assets at end of year	2018-12-31	$217,134,213
Value of total assets at beginning of year	2018-12-31	$157,629,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$857,578
Total interest from all sources	2018-12-31	$222,577
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,939,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,939,668
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$20,097,333
Participant contributions at end of year	2018-12-31	$4,049,910
Participant contributions at beginning of year	2018-12-31	$2,832,903
Participant contributions at end of year	2018-12-31	$407,941
Participant contributions at beginning of year	2018-12-31	$267,430
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$22,524,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$623,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$55,715
Administrative expenses (other) incurred	2018-12-31	$857,578
Total non interest bearing cash at end of year	2018-12-31	$740,319
Total non interest bearing cash at beginning of year	2018-12-31	$44,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$15,036,968
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$216,510,295
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$157,573,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$205,762,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$151,326,728
Interest on participant loans	2018-12-31	$128,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$5,288,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,967,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,967,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$94,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-23,798,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$8,396,028
Employer contributions (assets) at end of year	2018-12-31	$884,668
Employer contributions (assets) at beginning of year	2018-12-31	$190,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$18,281,673
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : ACRISURE 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$103,263,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$55,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$118,095
Total income from all sources (including contributions)	2017-12-31	$30,106,630
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,224,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,782,989
Expenses. Certain deemed distributions of participant loans	2017-12-31	$55,715
Value of total corrective distributions	2017-12-31	$8,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$20,492,190
Value of total assets at end of year	2017-12-31	$157,629,042
Value of total assets at beginning of year	2017-12-31	$28,546,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$376,791
Total interest from all sources	2017-12-31	$89,846
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,816,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,816,130
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$7,677,732
Participant contributions at end of year	2017-12-31	$2,832,903
Participant contributions at beginning of year	2017-12-31	$660,065
Participant contributions at end of year	2017-12-31	$267,430
Participant contributions at beginning of year	2017-12-31	$225,338
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,780,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$55,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$118,095
Administrative expenses (other) incurred	2017-12-31	$376,791
Total non interest bearing cash at end of year	2017-12-31	$44,394
Total non interest bearing cash at beginning of year	2017-12-31	$7,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$25,882,202
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$157,573,327
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$28,427,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$151,326,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$26,684,522
Interest on participant loans	2017-12-31	$72,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,967,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$923,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$923,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$17,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,708,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,034,429
Employer contributions (assets) at end of year	2017-12-31	$190,053
Employer contributions (assets) at beginning of year	2017-12-31	$45,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,782,989
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : ACRISURE 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$21,261,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$118,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$8,422,780
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,256,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,139,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,002,816
Value of total assets at end of year	2016-12-31	$28,546,049
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$117,336
Total interest from all sources	2016-12-31	$28,536
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$575,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$575,792
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,125,844
Participant contributions at end of year	2016-12-31	$660,065
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$225,338
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,797,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$118,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$22,305
Administrative expenses (other) incurred	2016-12-31	$117,336
Total non interest bearing cash at end of year	2016-12-31	$7,297
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,166,142
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$28,427,954
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$26,684,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$26,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$923,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,793,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,079,652
Employer contributions (assets) at end of year	2016-12-31	$45,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,139,302
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590

Form 5500 Responses for ACRISURE 401(K) SAVINGS PLAN

2021: ACRISURE 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ACRISURE 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ACRISURE 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ACRISURE 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ACRISURE 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ACRISURE 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ACRISURE, LLC
Employer identification number (EIN):	263554645
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	2008-10-17
Company Identification Number:	E14188
Legal Registered Office Address:	601 ABBOT ROAD EAST LANSING United States of America (USA) 48823