401(k)
2022 plan-year 401(k) DOL Form 5500

Insurity, LLC. 401(k) Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Insurity, LLC. · Connecticut · Professional & Technical Services

What the 2023 filing shows

Insurity, LLC. 401(k) Retirement Savings Plan holds $117M for 839 participants — about $139,261 per participant, down 20.1% over the 2022 plan year.

$117M
total plan assets (2022 EOY)
839
covered participants
$139,261
avg assets per participant
-20.1%
assets change YoY

The plan reported a net loss of $29M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$117M
Participants
839
State
Industry
Professional & Technical Services

What the Filing Says About Insurity, LLC. 401(k) Retirement Savings Plan

Insurity, LLC. 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by Insurity, LLC., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $117M in total end-of-year assets and covers 839 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 371651334, and the plan has been effective since 1974-04-17. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $146M at the beginning of 2022 to $117M at year-end — a decline of 20.1%. Net assets (after liabilities) closed the year at $117M, with reported net income of $-29,467,971 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$146M
Total Assets (End of Year)$117M
Net Assets (End of Year)$117M
Net Income$-29,467,971
Plan Type401(k)
Employer EIN371651334
Plan Effective Date1974-04-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurity, LLC.)

Year Plans Participants Total Assets
2022 1 839 $117M
2023 1 684 $140M
2024 1 663 $158M

Nearby 401(k) Plans in Connecticut

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Frequently Asked Questions

How much money is in the Insurity, LLC. 401(k) Retirement Savings Plan?
As of the 2022 Form 5500 filing, Insurity, LLC. 401(k) Retirement Savings Plan holds $117M in total assets with 839 participants. It is sponsored by Insurity, LLC..
What type of plan is Insurity, LLC. 401(k) Retirement Savings Plan?
Insurity, LLC. 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 1974-04-17. The plan is filed with the U.S. Department of Labor under EIN 371651334.
Who sponsors the Insurity, LLC. 401(k) Retirement Savings Plan?
Insurity, LLC. 401(k) Retirement Savings Plan is sponsored by Insurity, LLC., located in Connecticut. The sponsor's EIN is 371651334 and the plan operates in the Professional & Technical Services industry.
How did Insurity, LLC. 401(k) Retirement Savings Plan perform in 2022?
Insurity, LLC. 401(k) Retirement Savings Plan declined by 20.1% during 2022, moving from $146M to $117M in total assets. Net income was $-29,467,971.
Where can I find official filings for Insurity, LLC. 401(k) Retirement Savings Plan?
Official Form 5500 filings for Insurity, LLC. 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 371651334 or plan name at efast.dol.gov.
How does Insurity, LLC. 401(k) Retirement Savings Plan compare to other plans?
You can compare Insurity, LLC. 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 371651334.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.