U.s. Epperson Underwriting Company 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2016. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
U.s. Epperson Underwriting Company 401(k) Login
Retirement plan providers can change. This information is from the plan's 2016 filing.
U.s. Epperson Underwriting Company 401(k) Plan Facts (plan year 2016)
Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Dec 31, 2016), filed Oct 12, 2017. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2016
- $279,129 went into the plan in contributions.
- $10.5 million was paid out to participants.
- Investment and other income added $1.06 million.
- Administrative expenses were $28,707, about $224 per account.
How the U.s. Epperson Underwriting Company 401(k) changed, 2011–2016
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2011 | 339 | $25.9 million | $279,108 | $5.80 million |
| 2012 | 313 | $26.8 million | $235,140 | $3.49 million |
| 2013 | 289 | $29.7 million | $239,449 | $2.97 million |
| 2014 | 301 | $30.8 million | $292,683 | $2.10 million |
| 2015 | 312 | $24.1 million | $43,399 | $8.09 million |
| 2016 | 212 | $15.0 million | — | $10.5 million |
U.s. Epperson Underwriting Company 401(k) Contact Information
Questions about the U.s. Epperson Underwriting Company 401(k)
Is the U.s. Epperson Underwriting Company 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2016, and no later filing was found under this employer's EIN.
Does U.s. Epperson Underwriting Company contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the U.s. Epperson Underwriting Company 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the U.s. Epperson Underwriting Company 401(k) plan?
212 participants at the start of plan year 2016, 20 of them active employees, and 106 former employees who still had money in the plan.
What is the average 401(k) balance at U.s. Epperson Underwriting Company?
About $116,820 per account: $15.0 million in plan assets across 128 accounts with a balance at the end of plan year 2016.
Who manages the U.s. Epperson Underwriting Company 401(k) accounts?
Empower is the plan's recordkeeper, which is where participants log in to see their balance.