Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k) Plan: Login, Facts & Contact Information
Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k) Login
465 former Hagerty Insurance Agency, Llc. Employees' 401(k) Plan employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $22.2 million went into the plan in contributions, $6.66 million of it from the employer (30%).
- $10.7 million was paid out to participants.
- Investment and other income added $16.0 million.
- Administrative expenses were $191,798, about $95 per account.
How the Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,087 | $78.3 million | $2.99 million | $4.17 million |
| 2020 | 1,246 | $100.2 million | $3.73 million | $6.57 million |
| 2021 | 1,480 | $121.2 million | $4.99 million | $6.35 million |
| 2022 | 1,737 | $117.2 million | $5.79 million | $9.27 million |
| 2023 | 2,127 | $135.2 million | $6.07 million | $20.4 million |
| 2024 | 2,177 | $162.6 million | $6.66 million | $10.7 million |
Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k) Contact Information
Questions about the Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k)
Does Hagerty Insurance Agency, Llc. Employees' 401(k) Plan contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.66 million, 30% of all contributions.
Does the Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k) plan?
2,177 participants at the start of plan year 2024, 1,570 of them active employees, and 465 former employees who still had money in the plan.
What is the average 401(k) balance at Hagerty Insurance Agency, Llc. Employees' 401(k) Plan?
About $80,551 per account: $162.6 million in plan assets across 2,018 accounts with a balance at the end of plan year 2024.
Who manages the Hagerty Insurance Agency, Llc. Employees' 401(k) Plan 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Hagerty Insurance Agency, Llc. Employees' 401(k) Plan. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.