Iat Insurance Group Inc. 401(k) Plan: Login, Facts & Contact Information

Iat Insurance Group Inc. 401(k) Plan Facts

Plan name
IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
IAT INSURANCE GROUP INC.
Participants
1,484 (1,020 active employees)
Former employees with a balance
460
Plan assets
$287,881,281 at Dec 31, 2024
Average account balance
$194,252 across 1,482 accounts
Employer contributions
$10,997,276 in plan year 2024 (43% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 12, 1987
— Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $25.6 million went into the plan in contributions, $11.0 million of it from the employer (43%).
  • $27.4 million was paid out to participants.
  • Investment and other income added $37.7 million.
  • Administrative expenses were $11,297, about $8 per account.

How the Iat Insurance Group Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,012$165.5 million$8.33 million$16.6 million
20201,311$204.5 million$8.92 million$13.4 million
20211,301$245.8 million$9.37 million$13.1 million
20221,397$210.4 million$10.6 million$17.3 million
20231,491$252.0 million$10.6 million$24.8 million
20241,484$287.9 million$11.0 million$27.4 million

Iat Insurance Group Inc. 401(k) Contact Information

Phone
919-831-1870
Mailing address
4200 SIX FORKS RD, STE 1400, RALEIGH NC 276092681
Plan sponsor
IAT INSURANCE GROUP INC.
Employer identification number (EIN)
56-1171691
Plan number
003

Questions about the Iat Insurance Group Inc. 401(k)

Does Iat Insurance Group Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $11.0 million in employer contributions for plan year 2024.

Does the Iat Insurance Group Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Iat Insurance Group Inc 401(k) plan?

1,484 participants at the start of plan year 2024, 1,020 of them active employees, and 460 former employees who still had money in the plan.

What is the average 401(k) balance at Iat Insurance Group Inc?

About $194,252 per account: $287.9 million in plan assets across 1,482 accounts with a balance at the end of plan year 2024.

Who manages the Iat Insurance Group Inc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Iat Insurance Group Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

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